2018 Tax Planning Strategies Questionnaire For Oakland Taxpayers

Wait, you thought I meant the holidays? Ha. As much as I love Andy Williams, what I REALLY mean is tax planning season. That is to say, year-end moves. 🙂 And next week, I’ll give you some generalized moves you can make that can affect your tax bill (in positive ways only). But the real reason I get excited about … Read More

Dr. Jong Lee2018 Tax Planning Strategies Questionnaire For Oakland Taxpayers

Jong Lee’s Nine Can’t Miss Questions For Year-End Tax Planning

With the Thanksgiving leftovers mostly consumed by this point, we are turning our eyes to year-end matters. And this year, there are LOTS of things to consider as we approach 12-31-18. Because yes — the standard deduction this year has been significantly increased, and it might make sense for you to take that. Or, it might not. There are so … Read More

Dr. Jong LeeJong Lee’s Nine Can’t Miss Questions For Year-End Tax Planning

One Significant Habit Of The Wealthy In Oakland — Generous Charitable Contributions

Now that we have a divided Congress again, we can all sit back and enjoy the gridlock that is headed our way. Or something. I don’t blame you if you tune out from politics — and I also don’t blame you if you find yourself jumping more intentionally into the fray. There’s lots to be frustrated by, and plenty to … Read More

Dr. Jong LeeOne Significant Habit Of The Wealthy In Oakland — Generous Charitable Contributions

What To Do When You Experience A Sudden Income Increase In Oakland

I don’t know about you, but I am *celebrating* the end of all of the automated phone calls and ads, now that this election is behind us. And no matter how you feel about the results, I hope we can all agree that it’s good to put all the shouting behind us. Er, well … maybe the shouting never ends. … Read More

Dr. Jong LeeWhat To Do When You Experience A Sudden Income Increase In Oakland

One Trump Tax Plan Mistake That Jong Lee Wants You To Avoid

The internet can be a confusing, anxiety-inducing space. The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences. But on top of it all, finding good information about how to rightly handle your finances in light of the … Read More

Dr. Jong LeeOne Trump Tax Plan Mistake That Jong Lee Wants You To Avoid

The Lee Accountancy Group’s Guide to Nailing this Year’s Holiday Budget

Plans, plans, plans. We’re all about those plans. These days, we’re working with a fair number of our Oakland clients to get ahead of all of the changes to the tax code. Yes, there’s a larger standard deduction next year, and that might make sense for you. But I’ll tell you what DOESN’T make sense: not taking action now when … Read More

Dr. Jong LeeThe Lee Accountancy Group’s Guide to Nailing this Year’s Holiday Budget

What Is The Proper Role Of A Oakland Small Business Owner?

Firstly, I gotta say — we’re past the midpoint of October, and, well … the calendar is speeding up. Sure, looking back from an historical perspective might still enable us to find some deductions. But by the time the end of the year hits, it’ll be too late to fix problems like missing the new 20% QBI reduction, lost MERP … Read More

Dr. Jong LeeWhat Is The Proper Role Of A Oakland Small Business Owner?

Jong Lee’s Key Points On How To Make Sound Financial Decisions (Part 2)

We just wrapped up all the extension returns for TY2017, and can finally place our gaze SQUARELY at what’s ahead. Which is a funny thing to say, because, well … for too many of our clients, we are continuously looking backwards — simply because they haven’t worked with us before the year is over, and we aren’t able to make … Read More

Dr. Jong LeeJong Lee’s Key Points On How To Make Sound Financial Decisions (Part 2)

Jong Lee’s Common Financial Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check. But you’re still not getting ahead. Well, sometimes, it’s the unchallenged, mental assumptions about how we’re handling our money that rise up … Read More

Dr. Jong LeeJong Lee’s Common Financial Mistakes (Part 1)

Should Oakland College Students Invest In The Market Or Pay Off Student Loans Early?

As a general rule, most debt isn’t helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future. And, of course, that is especially true of student loans. Now, much can be written about the explosion of student loan debt over the last decade (and has), but today I … Read More

Dr. Jong LeeShould Oakland College Students Invest In The Market Or Pay Off Student Loans Early?