Jessica Le, MBA, MST, CPA

May 2021

Social Security Benefits and Tax Planning

This is the 2nd part of “All You Need to Know about Social Security Benefits”.

May 16, 2021 • Jessica Le, MBA, MST, CPA

Tax Consequences for Gifting Properties – Gift Tax and Income Tax

Recently, a wealthy friend of mine has reached out to me for tax guidance, he wants to gift one of his properties to his daughter.

May 1, 2021 • Jessica Le, MBA, MST, CPA

April 2021

All You Need to Know about Social Security Benefits (Part 1)

This is the first post of Social Security Benefits of the “All You Need to Know about Social Security Benefits”.

Apr 24, 2021 • Jessica Le, MBA, MST, CPA

December 2020

State Tax Impact When Moving to a New State

With the work-from-home policy becoming popular, more and more people move from one state to other states.

Dec 14, 2020 • Jessica Le, MBA, MST, CPA

November 2020

Where Do You Pay Tax if You Reside in One State and Work from Other States?

During COVID-19 period, many employers implement work-from-home policy which becomes more and more popular.

Nov 10, 2020 • Jessica Le, MBA, MST, CPA

October 2020

Hidden Strategies to Maximize Your Retirement That You May Not Know

One way to reduce taxes and build for your future is to put money into retirement accounts.

Oct 29, 2020 • Jessica Le, MBA, MST, CPA

Strategies for Avoiding Underpayment Penalties for Estimated Tax

This post provides strategies for avoiding underpayment penalties for estimated tax including increasing withholding and IRA distributing.

Oct 19, 2020 • Jessica Le, MBA, MST, CPA

Tax-Efficient Strategies for Investments to Consider

This blog post will focus on the tax-efficient strategies on the federal income tax for investments including stocks, bonds, and rental investments…

Oct 11, 2020 • Jessica Le, MBA, MST, CPA

How to Reduce Capital Gain Tax on The Sale of The Second and Rental Homes.

There is a misconception about the tax strategy for 2nd or rental homes.

Oct 4, 2020 • Jessica Le, MBA, MST, CPA

September 2020

How to Minimize Tax on the Sale of Your Primary Residence.

There are many reasons for people to sell primary homes during their lifetime. People move to different locations due to work-related move.

Sep 30, 2020 • Jessica Le, MBA, MST, CPA