Now What? Post SECURE & CARES Act & Election Estate & Financial Planning Concepts

Date: Thursday, December 3, 2020
Time: 5:00pm - 6:30pm
Location: Zoom
Speaker: Leon C. LaBrecque, JD, CPA, CFP, CFA

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Leon C. LaBrecque, JD, CPA, CFP, CFA, Wealth manager and Forbes.com contributor (as well as author of the new 2020 version of the e-book ’50 Good IRA ideas’, will be presenting a provocative and interesting look at the year we all want to forget:  2020.  In this fast-paced session, Leon will cover a variety of topics, including:

  • IRA planning after CARES/SECURE (and why Roth’s are one of the sharpest tools in the shed);
  • Year-end planning tips and expirations;
  • The strange and prospectively lucrative interface of CARES stimulus: PPP/NOL/QIP;
  • What taxes might look like post-election;
  • New estate planning the record low 7520 rate world

Leon appears on CNBC, Bloomberg, Reuters, Yahoo TV and other outlets, as well a having done two TEDx presentations, including one for the 2020 TEDx Detroit on the current economic situation  Be ready for an interesting and useful session.”

 

Leon LaBrecque, JD, CPA, CFP®, CFA
Chief Growth Officer

Sequoia Financial Group
5480 Corporate Drive, Suite #100 | Troy, MI 48098
Main: 248.641.7400 | Direct: 248.918.5905
www.sequoia-financial.com 

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