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Financial Mindset Management for Our Oakland Tax Clients
Based on the history of events over the course of the last few decades (both here in Oakland and bey...
Which Stimulus Payments Are Taxable (and Which Aren’t) For Oakland Taxpayers
All over our nation, we’re seeing pain. It’s overwhelming, as someone who has to communi...
The Important Details of Mortgage Forbearance For Oakland Taxpayers
Here we are, just out of perhaps the oddest Memorial Day weekend in memory. The summer is here! But ...
The Breakdown Of Trust In Oakland And How To Rise Above
I’ve written a fair amount over the past few weeks about all of the specific provisions in the...
Oakland Folks With Student Loans, Or Who Take An RMD, You’ve Got To Read This
It feels to me that we’re all in need of some good news. I have some great news for the young ...
Separating Truth From Fiction Around The Stimulus Payments For Oakland Taxpayers
Now, more than ever, it’s important to keep your mind clear. With so many of us spending more ...
What Oakland Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks
So, you got that stimulus check (or, as the government wants to call it, your “Economic Stimul...
Stimulus Checks and Unemployment Assistance For Oakland Taxpayers
These are the days when the internet is not necessarily your friend. Let’s leave aside the ver...
Stimulus Payments, Retirement Account Updates and Tax Changes for Oakland Taxpayers
Chances are good that you or someone you know and love has lost their job recently. You’...
The latest on when Oakland taxpayers will get their stimulus check — and Social Security Beneficiaries too!
Yesterday, we learned some news, and I thought I’d send you a short note for you to hear this ...
Jong Lee Clears Up Confusion Around The Stimulus Checks
Well, over the weekend, the President signed the big new stimulus bill, and we have been poring over...
A Note on the Coronavirus for Oakland Families
As COVID-19 snakes its way through the world, what’s becoming clear to me is that … well...