Donald Jay Korn

If the buck keeps rising, which investment tactics will offer the highest payoff for clients?

Advisor, beware: Funds that use complex, hedge style methods may not be appropriate for client retirement accounts.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

Donating a conservation easement can be beneficial both to the environment and to a client's tax bill.

With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies.

Leaving pretax money to charities reduces taxable distributions for other heirs.

Leaving pretax money to charities reduces taxable distributions for other heirs.

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.

Contributing appreciated holdings to charity can be a tax-efficient strategy.

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

Determining the “right” allocation to international equities for clients' portfolios isn’t easy and depends on who you ask.

These funds may give clients access to well-priced properties in Asian and European real estate markets, plus a break from the U.S. interest rate cycle.

American Depository Receipts can provide investors with an easy way to directly hold equities from around the world.

Indian stocks have been on a tear this year amid optimism about the country’s new government, but political uncertainty and rich valuations should give investors pause.

The payouts may be substantial, but don’t let the dividends from foreign equities and funds shrink because of tax withholding.