James A. Bergeron, J.D., Advisor Education Consultant at Nuveen discusses the evolving tax planning landscape, and how advisors can maximize client outcomes with tax efficient strategies.
WEBCAST – The tax times have changed: Proactively offer clients tax and wealth planning solutions.
The recent period of near-zero interest rates, a climbing stock market and tax relief are ending. That’s an opportunity for advisors to reinforce their value by offering tax-smart strategies for the current environment. Please join us as we share practical ideas for helping clients maximize after-tax outcomes while pursuing their financial goals.
Learning objectives:
- Review the impacts of expiring tax provisions
- Identify specific strategies for a range of individual client situations
- Learn a simple framework for reducing clients’ overall tax burdens over multiple years
- Gain new ways to engage clients in planning discussions