The New Tax Code

    January 16, 2019
    2:00 PM - 4:00 PM

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    Holiday Inn - Ann Arbor
    3600 Plymouth Road
    Ann Arbor, MI 48105
    http://www.hiannarbor.com/
     Directions

    THE NEW TAX CODE
    Presented by Leon LaBrecque, JD, CPA, CFP®, CFA
    The most disruptive change since Eisenhower is the pass-through provisions.
    This has a profound effect on business owners at the shareholder level. Planning can be
    upside down, where we increase income in certain cases, and decrease
    it in other cases. The complexity present planning opportunities for advisors.

    Approved for 2 CFP CE's

    About the program: The New Tax Code is disruptive and complex. It may be one of the most complex simplifications in tax history. This session covers the planning aspects of tax law changes.

    You will learn about:

    • New 199A pass-through provisions, SSTB provisions and Aggregation possibilities
    • Choice of entity under TCJA
    • New possible legislation [Note this may be simply ‘new legislation’, pending the lame duck]
    • New planning opportunities for individual taxpayers
    • New retirement plan provisions (and prospective provisions)

    Who should attend: Planners with pass-throughs entities, or client with pass-through entities. This session will also be valuable or all planning-oriented advisors who provide tax planning as part of their service profile.

    About the Speaker:
    Leon LaBrecque, JD, CPA, CFP®, CFA

    Chief Growth Officer, Sequoia Financial Group
    Former Managing Partner and CEO, LJPR Financial Advisors

    “The more you know, the more time you can spend enjoying life, rather than worrying.” For Leon LaBrecque, who has been featured in media outlets like InvestmentNews, CNBC, USA Today and Forbes, reducing uncertainty is a theme that runs throughout his professional life. As a practicing attorney, CPA, CFP® and CFA, he is an educator at heart, and has a passion for helping others fully understand their financial lives.

    After growing up in Hazel Park, Michigan, graduating magna cum laude from University of Detroit Mercy with degrees in accounting and law, he grew his wealth management firm, LJPR Financial Advisors, from the ground up with a foundation in financial education. LaBrecque brings to the table a mind that never rests and a catalog of life experiences that allows him to deeply connect with his clients and understand their individual needs.

    Leon joined the MICPA Board on September 1, 2016 and is the Director of the MICPAs Special Task Force on New Tax Legislation. He has authored several books and proprietary financial programs for General Motors, Ford Motor Company, AT&T and numerous law enforcement organizations. LaBrecque serves as Trustee for the Hazel Park Promise Zone, advisor to the Sustainability Institute of Detroit, and is a member of the Sherriff’s and Municipal Memorial Assistance Response Team, among other community roles. When he’s not helping his clients prepare for a thriving retirement he enjoys spending time with his wife and children, hunting and fishing in Michigan’s beautiful outdoors, and relaxing through yoga and poetry.

    Two Dates/Two Locations!

    JANUARY 16, 2019
    Location: Holiday Inn, 3600 Plymouth Road, Ann Arbor
    Registration: 1:45 pm to 2:00 pm
    Presentation: 2:00 pm to 4:00 pm

    JANUARY 17, 2019
    Location:  TFG Advisors, 3121 University Drive, Suite 100, Auburn Hills
    Registration: 1:45 pm to 2:00 pm
    Presentation: 2:00 pm to 4:00 pm

    Seating is limited ... be sure to register for the location you plan to attend!
    Click here to register for January 16th presentation (Ann Arbor)
    Click here to register for January 17th presentation (Auburn Hills)

    Tickets

    $25.00 FPA Member

    $25.00 Guest of FPA Member

    $40.00 Non FPA Member