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Advisor Education
Tax-advantaged long/short advisor playbook
When your clients face transformational wealth events that trigger significant tax consequences, traditional investment strategies may fall short. Tax-advantaged long/short strategies represent a powerful evolution by strategically applying both long and short extensions to a portfolio, aiming to harvest losses at scale.
This approach helps you deliver enhanced value through advanced tax management techniques, robust portfolio tools and deeper client relationships establishing your practice as the destination for high-net-worth clients.
Inside this playbook, you'll discover the mechanics of tax-advantaged long/short strategies, learn to identify ideal client situations, and gain actionable guidance to help your high-net-worth clients improve after-tax outcomes.
Access our companion client article to educate clients on how tax-advantaged long/short strategies help investors navigate major wealth events.
If you have questions or would like more information, please contact your Nuveen Advisor Consultant or call 800.221.9271.
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