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CE webinar: Tax optimization strategies for wealthy clients
Intended for financial profsesionals only
Nuveen's tax optimization program equips advisors with the tools and knowledge they need to take tax awareness to the next level and offer strategic tax planning that delivers measurable value to clients. The program includes a thorough review of current tax policies and provides a proven, client-centric process for designing and implementing customized tax strategies for specific situations and goals. Learn:
- Current tax policies and their impact on investors
- Tax-optimization strategies for wealthy individuals and business owners
- How a multi-year approach to tax planning may maximize optimization
Upcoming calls
CE webinar: Tax optimization strategies for wealthy clients
Intended for financial profsesionals only
Nuveen's tax optimization program equips advisors with the tools and knowledge they need to take tax awareness to the next level and offer strategic tax planning that delivers measurable value to clients. The program includes a thorough review of current tax policies and provides a proven, client-centric process for designing and implementing customized tax strategies for specific situations and goals. Learn:
- Current tax policies and their impact on investors
- Tax-optimization strategies for wealthy individuals and business owners
- How a multi-year approach to tax planning may maximize optimization
Replays
Listen to recordings on demand from Nuveen’s global team of investment professionals to get our best insights on the factors shaping financial markets.
For financial professionals only.
Access Nuveen’s global team of investment professionals to get our best insights on the factors shaping financial markets.
For financial professionals only.
Replays
Listen to recordings on demand from Nuveen’s global team of investment professionals to get our best insights on the factors shaping financial markets.
For financial professionals only.
Access Nuveen’s global team of investment professionals to get our best insights on the factors shaping financial markets.
For financial professionals only.
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The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
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