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Jong Lee’s Guide to Divorce and Taxes
We’re not the only ones who can get festive this time of year. In the spirit of giving, the IRS re...
Before Turning Oakland Homes Into Short Term Rentals
The real estate market is tough in general right now. With less loans being dealt out and a shortage...
How Oakland Givers Can Guard Against Fake Charities
There’s been an extraordinary surge of fakers this year. The explosion of AI along with more sophi...
Preparing for Disasters: A Guide for Oakland Residents
Though last month was officially National Preparedness Month, it’s sad to think that just about ev...
How the Government Shutdown Affects Oakland Taxpayers
This week, my staff and I are pausing to celebrate that the chapter has closed on 2022’s filing. I...
When to Take Social Security: Tips for Oakland People Nearing Retirement
This weekend’s events in Israel have been very difficult to take in. Seeing the violence and heari...
The Lee Accountancy Group’s Case for Paying Federal Income Tax
Here we are in October. I know what you’re thinking… already?! Yes, already. And with the way ti...
Getting into Giving: A Oakland Taxpayers Guide
As I’m finishing off 2022 tax filing for Alameda County clients who requested extensions — if yo...
Combating Tipping Culture’s Impact on Oakland Wallets
Let’s start today with a reminder. If you filed for an extension and haven’t yet submitted your ...
1099-K Reporting Requirements: Clearing Up Confusion for Oakland Taxpayers
The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of ...
Oakland Car Shopping in 2023
Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Oakland ...
What Rising Mortgage Loan Rates Mean for Oakland Home Shopping
It’s almost September as I write this. First, I need to remind you that the filing deadline for ta...