BIDEN’S TAX PLAN... WHAT IF?
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This is an overview of the relevant provisions of the American Jobs Plan and the American Families Plan. Coverage will include the possible actions, the repercussion and planning opportunities/challenges of the new law.
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
