@leonlabrecque

Leon is an attorney, CPA, CFP and CFA specializing in financial planning, estate planning, business & tax planning. Kayaker, hunter, dog lover.

 Detroit, MI
sequoia-financial.com/
Joined January 2010
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Dallas Fed fell in May to -7.3 vs. 1.5 est. & 1.1 in prior month; new orders, capex, hours worked, delivery times, and wages all ticked lower (but still expanding); outlook sank further into negative territory … employment still holding up despite ticking down from 24.6 to 20.9
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Leon LaBrecque retweeted
daryl herzmann@akrherz15 Jan 2022
15 minute pressure altimeter change via ASOS NWS/MADIS 5 minute interval data. Shows the shockwave from the #Tongaeruption , feel free to use as you wish.
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Sequoia's @leonlabrecque details how changing a few numbers could mean big tax hikes in Biden's new tax plan: forbes.com/sites/leonlabrecq… #sequoiafin #taxes #bidentaxplan #financialplanning
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This year, VIX has been hitting lower levels as S&P 500 has ascended … @GoldmanSachs notes pattern is similar to 1998-1999; while broader backdrop has different aspects this time around, the calm didn’t last long back then @Bloomberg
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Highest ever Eurozone PMI inflation reading today.
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Leon LaBrecque retweeted
Greg Iacurci@GregIacurci18 Mar 2021
NEW: Some can't get the $10,200 unemployment tax break b/c their income exceeded $150k last year. Luckily, there are a few ways to cut income retroactively and claim the benefit. (Thanks @AICPA @CPAPlanner @leonlabrecque for the insights) cnbc.com/2021/03/18/how-to-c…

How to cut your income to grab the $10,200 unemployment tax break

The American Rescue Plan waives tax on up to $10,200 of unemployment benefits per person. But income rules limit who qualifies. Here's how to skirt them.

cnbc.com
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Exciting news! @SequoiaFin is growing to help better serve our clients, employees and partners. #RIA #sequoiafin #merger
Sequoia Financial Group@SequoiaFin20 Apr 2021
We're excited to announce that Wealthstone Advisors, based in Columbus, OH, is joining forces with Sequoia! Upon completion of the merger, we will have more than 110 employees and more than $7 billion in assets under management. Read more: sequoia-financial.com/sequoi… #RIA #sequoiafin
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It is likely that first quarter 2021 estimated tax payments will still be due on April 15th 2020. #taxes #taxdeadline
Sequoia Financial Group@SequoiaFin17 Mar 2021
The #IRS plans to push the April 15th U.S. tax deadline back by roughly a month to either May 15th or 17th. #2021taxes #taxdeadline via @business
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Leon LaBrecque retweeted
Cohen & Co@CohenCoNews2 Mar 2021
Learn about practical solutions that support, rather than hinder, your daily operations and help you address your cybersecurity, privacy, SOC compliance concerns and more. cohencpa.com/services/manage…
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We are happy to announce that $UWMC has been included in the preliminary list of IPO additions for the Russell 1000 and Russell 3000 indexes.
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With the kick-off of tax season earlier this month, Sequoia's Will Gandert has prepared a blog on two #tax techniques that may help improve your (and your family’s) financial situation for years to come. Read more: sequoia-financial.com/blog/t… #taxseason #sequoiafin
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"Rome wasn’t built in a day, but they were laying bricks every hour. You don’t have to do it all today. Just lay a brick." – @JamesClear
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Good article on the market for private firms post-pandemic: cohencpa.com/insights/articl…

What Will the Deal Market Look Like After the Pandemic?

What is the future of M&A for private companies? Likely, fundamentals for a healthy M&A market will not change, but perceptions of value will look much different.

cohenco.com
Leon LaBrecque retweeted
Cohen & Co@CohenCoNews18 Feb 2021
As a real estate entity or investor evaluating tax strategies stemming from the Tax Cuts and Jobs Act, CARES Act and current economic conditions, take a second look at the business interest expense limitation. Ryan Broze explains your options. cohencpa.com/insights/articl…

Business Interest Expense Deduction for Real Estate Entities

As real estate entities and investors review their tax strategies, it will be important to take a second look at the business interest expense limitation.

cohenco.com
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An end to the trend?
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I'm excited to share that I was nominated for the @TroyChamberMI Business Excellence - Leadership Award. Congrats to all nominees! Voting is open until 2/5 here: troychamber.com/events/busin… #leadership #2021TCAwards #sequoiafin
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Unconstrained funds are “a solid maybe” for retail investors according to our Senior VP of Family Wealth, Annie McCauley, as she discusses bond funds with @nytimes: nytimes.com/2021/01/14/busin…

These Bond Funds Might Offer Juicy Yields, and Unwelcome Surprises (Published 2021)

Unconstrained bond funds can invest in just about anything, sometimes even stock, so good luck figuring out exactly where they put your money.

nytimes.com
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Leon LaBrecque retweeted
Cohen & Co@CohenCoNews8 Jan 2021
The SBA will open the second round of the Paycheck Protection Program to community financial institutions Monday, January 11 for first draw applications and Wednesday, January 13 for second draw. Learn more about the updated guidance. cohencpa.com/insights/articl…

Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

cohenco.com
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Our Chief Growth officer @leonlabrecque weighs in on new questions surrounding the latest round of Covid19 stimulus in @usnews: money.usnews.com/financial-a…

Financial Advisors: Understand COVID-19 Relief Bill

Many financial advisors say that small-business owners will benefit from the coronavirus relief package.

money.usnews.com
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Are you a business owner? @leonlabrecque details how to maximize your retirement and legacy preparedness through employing Roth IRA and DRAC strategies for business owners in his latest article: forbes.com/sites/leonlabrecq… #businessowners #entrepeneurs #RothIRA #financialplanning
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