Donald Jay Korn

A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.

Despite a law signed in late 2015, advisors who master the arcane rules of Social Security stand to prosper.

Going the extra mile in client service can help attract quality referrals.

Organizing meetings with a client’s other advisors can impress outsiders and spark more business.

Not every referral will turn into a worthwhile client, so savvy screening makes sense.

Advisors are making portfolio changes, telling the TD Ameritrade sentiment survey they are worried about rising rates, among other concerns.

Advisors can help clients avoid overpaying on taxes by reversing Roth IRA conversions when portfolios fall.

When advisors are uncertain where to begin, colleagues and even relatives can help.

They may be reluctant to have their financial information transmitted electronically.

How military experience helped a former commanding officer of the Army’s Presidential Honor Guard transition to wealth management.