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The Lee Accountancy Group on Last-Minute Tax Moves for 2021
I remember reaching the end of 2020 … it seemed as if all of us were breathing a huge collecti...
Jong Lee’s “Help Me Remember” Holiday Prayer
These last couple weeks of 2021 are already a little unusual. Current events are swirling around vir...
Jong Lee on Year End Tax Strategies
I’m going to go further than I did last week and offer you some tangible things you can do NOW...
Infrastructure Act Tax Implications for Oakland Taxpayers
I don’t know about you, but I’m still over here digesting leftovers from last week’s festi...
The Difficulty (and the Power) of Thanksgiving
Perhaps it’s because of the craziness of the past year and a half, maybe it’s the local Oakl...
Real Estate BRRRR Strategy Pros and Cons for Oakland Investors
Before I discuss the real estate BRRRR strategy, let’s talk about a current pressing topic that’...
Jong Lee’s Insights on How to Choose the Right Health Insurance Plan
November has officially begun. Decisions are upon us. All of the normal holiday decisions, like whic...
Jong Lee’s Primer on Sports Betting and Taxes
Just less than five years ago, certain sports figures were being threatened with suspension for even...
How Oakland Retirees Can Maximize Social Security Benefits
We’re almost there. Extended returns are due Friday, October 15th (for most – saving cer...
Taxes for Teens: What Oakland Parents Need to Teach Their First-Time Filers
Last week I talked about smart ways to launch your financial life for young people. And you know wha...
Fixing Your Credit Score: How Oakland Spenders Can Build Better Credit
We’re nearing the end of “extension season” around here at The Lee Accountancy Group &...
Buying a homeowner’s Insurance Policy: The What and the Why for Oakland Homeowners
Click on the news right now and you’ll see: floods, storms, fires consuming whole states. And that...