The tax calm before the storm? – Nuveen – 11.7.23

Overview:
Title: The tax calm before the storm?
Date: Tuesday, November 7, 2023
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

As several key 2017 TCJA provisions are set to expire, we can expect changes to tax rates and thresholds, as well as renewed focus on future tax policy. Join us as we explore how this shifting landscape presents an opportunity for advisors to demonstrate value by helping clients plan for what they know while accounting for what might change.

Key takeaways:

  • Understand the current tax landscape and key variables
  • Identify a range of relevant strategies that could address multiple client wealth management goals
  • Offer clients guidance on optimal timing for maximum impact

Speakers:
James A. Bergeron, J.D. James A. Bergeron, J.D. Managing Director, Advisor Education Nuveen

An advisor education specialist at Nuveen, Jim develops and delivers intellectual capital designed to help financial professionals and practices deepen client relationships and grow their businesses. His areas of expertise include taxation, family wealth planning, advisor practice management, and investor education.
Michael Meehan, CFA Michael Meehan, CFA Managing Director, Portfolio Strategist Nuveen

Mike is a senior member of Nuveen’s Portfolio Strategy and Solutions team, where he develops and delivers custom analytics, thought leadership and portfolio construction views to investment advisors and their clients. He has over a decade of experience building multi-asset portfolios across public and private markets.

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.

This report is provided for informational and educational purposes only. Although this report contains general tax information, it should not replace a client’s consultation with a professional advisor regarding their tax situation. Nuveen is not a tax advisor. This information is not intended to provide legal or tax advice. Clients should consult with their legal and tax advisors regarding their personal circumstances. This report contains no investment recommendations and should not be construed as specific tax, legal, financial planning or investment advice. Information was obtained from third party sources, which we believe to be reliable but not guaranteed. Tax rates and IRS regulations are subject to change at any time, which could materially affect the information provided herein.

Nuveen, LLC provides investment solutions through its investment specialists.

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