The Lee Accountancy Group’s Holiday Prayer

As you probably know if you are paying any kind of attention to events OUTSIDE of Oakland (which, this week, you’d certainly be sane if you DIDN’T pay attention to the national news), the government is in “shutdown mode”. This means that unless the President and Congress can come together on a budget agreement, a slew of government agencies will … Read More

Dr. Jong LeeThe Lee Accountancy Group’s Holiday Prayer

The Art of Connecting With Influencers by Jong Lee

Hanukkah is behind us, and Christmas (with its associated slowdown) is just about a week away. The world seems to quiet around that time, no matter your faith tradition, but here at The Lee Accountancy Group, these “holidays” are a bit of a misnomer. That’s because while we still seek very much to be present (if I can use that … Read More

Dr. Jong LeeThe Art of Connecting With Influencers by Jong Lee

Six Key Year-End Tax Moves That Oakland Folks Should Consider

Do you see that train barrelling towards the station? The one with “2018” all over it? This calendar year is about to change in under three weeks, and most people I know couldn’t be happier about the fact. But what that means for our Oakland clients and friends here at The Lee Accountancy Group … well, ye olde clock is … Read More

Dr. Jong LeeSix Key Year-End Tax Moves That Oakland Folks Should Consider

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?