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Are you a business owner? Leon LaBrecque 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/leonlabr… #businessowners #entrepeneurs #RothIRA #financialplanning

Our Chief Growth officer Leon LaBrecque weighs in on new questions surrounding the latest round of Covid19 stimulus in U.S. News & World Report: money.usnews.com/financial-advi…

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/artic…

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 The New York Times: nytimes.com/2021/01/14/bus…

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/busines… #leadership #2021TCAwards #sequoiafin

An end to the trend?

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/artic…

Good article on the market for private firms post-pandemic: cohencpa.com/insights/artic…

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/tax-techn… #taxseason #sequoiafin

"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." – James Clear

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/manag…

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.

It is likely that first quarter 2021 estimated tax payments will still be due on April 15th 2020. #taxes #taxdeadline

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 American Institute of CPAs Jeff Levine, CPA/PFS, CFP® Leon LaBrecque for the insights) cnbc.com/2021/03/18/how…

Exciting news! Sequoia Financial Group is growing to help better serve our clients, employees and partners. #RIA #sequoiafin #merger

This year, VIX has been hitting lower levels as S&P 500 has ascended … Goldman Sachs 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

Highest ever Eurozone PMI inflation reading today.

Sequoia's Leon LaBrecque details how changing a few numbers could mean big tax hikes in Biden's new tax plan: forbes.com/sites/leonlabr… #sequoiafin #taxes #bidentaxplan #financialplanning

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.

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