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When Conventional Financial Advice Is Wrong by Jong Lee
Is there such a thing any more as “conventional wisdom”? It’s a fair question to c...
Cultivating Gratitude for Thanksgiving 2020 in Oakland
I think we all need this week. 2020 has been *so hard*, for so many in Oakland (and far beyond!). An...
Jong Lee’s Tax-Wise Charitable Giving Strategies
Fatigue. Lockdowns, election politics, masks — we THOUGHT we might be done with these things b...
The Lee Accountancy Group’s thoughts on Healthy Skepticism in light of the 2020 Election
Believe it or not, we’re very busy around here. While the nation’s eyes are fixated on p...
Effective Financial Documentation Strategies for Oakland Taxpayers
A few timely things to get to, before I offer you my thoughts on a good task for you to do this week...
Nine Crucial Questions To Prepare Oakland Taxpayers For Their 2020 Taxes
First some important reminders for all Oakland taxpayers, then I have a bunch of questions to which ...
Save On Your Taxes With Jong Lee’s Nine Tax Planning Questions
Tax Pro World is abuzz about the increase of the Social Security wage base standard. Well, I should ...
Tax and Financial Planning for Multi-Generational Caretaking for Oakland Families
Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we...
Trump’s Tax Returns Are Not The Real Story by Jong Lee
Like many things political, one of the best ways to look at the tempest of the day is analytical bem...
Time To Dream With Your Friendly Oakland Tax Professional
With the passing of Justice Ginsburg 45 days before the election, we have officially entered the pol...
What Oakland Landlords And Tenants Should Know About The CDC Eviction Stay
Floating under the radar during so much NOISE the past couple weeks … the CDC announced a halt...
Labor Tax Updates By Jong Lee
Everything about this year since March has just felt a little … off. And I mean aside from all...