Tax optimization strategies for wealthy clients – Nuveen – 10.20.25

January 12, 2024

Overview:

Title: Tax optimization strategies for wealthy clients

Date: Monday, October 20, 2025

Time: 4:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

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.

Key takeaways:

Current tax policies and their impact on investors
Tax-effective strategies for wealthy individuals and business owners
How a multi-year approach to tax planning may maximize optimization

Accepted for 1 CFP / IWI / CFA CE Credit

Speaker:

James Bergeron, J.D. Managing Director, Advisor Education Nuveen

As part of Nuveen’s Advisor Education team, Jim develops and delivers intellectual capital designed to help financial professionals and practices deepen client relationships and grow their businesses. He joined Nuveen in 2011 and has more than 25 years of experience in financial services and product development. His areas of expertise include taxation, family wealth planning, advisor practice management, and investor education.

Intended for financial professionals only.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Nuveen Securities, LLC, Member FINRA and SIPC.

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