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.

When the going gets tough, savvy financial advisors get in touch with clients.

A J.P. Morgan study shows baby boomer spending needs could face funding constraints as they grow older, challenging advisors helping these aging clients maintain their lifestyles.

What counts is what investors get to keep, after the taxman cometh.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Some investments work best in a taxable account, while others fit well into an IRA or a 401(k).

Some investments work best in a taxable account, while others fit well into an IRA or a 401(k).

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.