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Advisor education
Tax-efficient wealth planning
Offer clients valuable tax guidance and advice
- Identify tax-efficient strategies for specific financial objectives and optimal timing of implementation
- Initiate client conversations that may uncover additional needs you may be able to address
- Position yourself as forward-thinking and proactive
To learn more about how to strengthen client relationships with tax-efficient wealth planning, please contact your Nuveen Advisor Consultant.
Featured advisor education insights
Now is the time to revisit estate tax planning
The law that increased the estate tax exclusion is set to expire at the end of the year.
James Bergeron
Additional advisor education resources
Financial professionals who want to accelerate the growth of their business and command their fee must find new ways to add meaningful value, or risk getting left behind.
Financial professionals who want to accelerate the growth of their business and command their fee must find new ways to add meaningful value, or risk getting left behind.
Learn to capture and retain wealth-transfer assets with Nuveen’s Generation n educational program.
Neither Nuveen nor any of its affiliates or their employees provide legal or tax
advice. Please consult with your personal legal or tax advisor regarding your
personal circumstances. Tax rates and IRS regulations are subject to change at
any time, which could materially affect the information provided herein.
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