199A for Leaders: What Matters and How to Use It

March 24

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Date and time subject to change.

This session offers a focused, practical look at how the 199A small business deduction can support advisor and firm expansion. Learn what leaders need to know, how 199A impacts firm economics, and how it can be used to help advisors reinvest, scale their practices, and accelerate long-term growth. Led by Finseca’s Jen Fox, with insights from peer leaders.

Speakers

Maggie Seidel

Chief Growth Officer
Finseca
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