[CE Credit Webinar] The tax calm before the storm?
The tax calm before the storm?
Webcast: Tuesday, Nov 7th, 1PM ET
Accepted for 1 CFP®/IWI (Taxes & Regulations)/CFA CE Credit
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
Featured Speakers:
- James Bergeron, J.D., Advisor Education Specialist, Nuveen
- Michael Meehan, Portfolio Strategist, Nuveen
The tax calm before the storm?
Tuesday, Nov 7, 2023
1 p.m. ET
Accepted for one hour of CFP® CE Credit and IWI (Taxes & Regulations) CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders.
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