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Win or Lose: The Scoop on Gambling Taxes for Oakland Betters

If you’ve listened to any kind of sports podcast recently (the Kelce boys have a particularly fun ...
The Clock’s Ticking on the Tax Cuts and Jobs Act

Just like that, June is in full swing, and we find ourselves in that early-summer stretch where Oakl...
SECURE Act 2.0: RMD Changes & More for Oakland Savers

The President and Speaker of the House finally made some forward movement on the debt ceiling t...
Your Oakland Tax Friend’s Thoughts on Navigating a Banking Crisis

Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with ...
Bank Failure Lessons Oakland People Should Learn

Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated ...
The Lee Accountancy Group’s Guide for How Long to Keep Tax Documents

Things are pretty interesting over at Twitter right now. The removal of blue ticks from t...
Easy Ways to Manage Money, Oakland Strugglers

Did you travel for spring break? I know it’s come and gone for most Oakland families and co...
Do All Oakland People Pay Taxes on Social Security Benefits?

We’re in the last leg of the regular tax season here. My office has been working overtime (often l...
Need Extra Time to File Your Taxes?

Spring has truly sprung in Oakland, and also did you know that we’re two weeks away from the tax d...
Understanding the Gift Tax and Estate Tax

Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare. But there’s something ab...
Crowdfunding Campaigns: Lee’s Tax Thoughts

Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work,...
Considerations for Choosing a Oakland Tax Advocate

There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the c...