Donald Jay Korn

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A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.
The gap between the top and bottom target date funds has narrowed since the 2008 collapse.
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.
On Wall Street unveils the biggest producers under age 40 at the super regional and regional broker-dealers.
See which advisors topped this year's list of the biggest producers under age 40.
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.
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Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun
16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY