Donald Jay Korn
Donald Jay Korn is a contributing writer for Financial Planning in New York.
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The accounting method can deliver attractive savings, along with protecting nature or farmland.
April 7 -
Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.
February 27 -
High-value targets include client names and account numbers. Protecting the information can also protect an advisory practice from regulatory penalties.
January 4 -
This approach to planning remains a strong way advisers can add value for clients.
January 3 -
This approach to planning remains a strong way advisers can add value for clients.
December 30 -
Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.
December 2 -
The size of the firm may dictate what will work for advisers and employees.
November 28 -
The size of the firm may dictate what will work for advisers and employees.
November 28 -
An astute arrangement can protect advisers, their loved ones, clients and employees.
November 15 -
An astute arrangement can protect advisers, their loved ones, clients and employees.
November 15
