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Home > Donald D. Kozusko

Donald D. Kozusko

Partner

Kozusko Harris Vetter Wareh Duncan LLP

Articles by Donald D. Kozusko

2014 Fiscal Year Estate Tax Proposals 2

The Obama Administration Budget for Fiscal Year 2014 seeks to raise revenue from the estate tax system from three primary sources.

Risk Management for Wealthy Families

Don Kozusko & Paul McKibbin discuss how scenario planning can benefit your high-net-worth clients

Coordinating Risk Management

Don Kozusko & Miles C. Padgett address an important issue that's overlooked by many high-net-worth families

In Defense of Quiet Trusts

Despite its scope, the Uniform Trust Code (UTC) has provoked surprisingly little debate since it was first proposed by the National Conference of Commissioners

Rethinking Tax Risk

Federal taxes on income, gifts and estates reduce the fruits of investment success, but otherwise seem unrelated to investment decision-making. Our tax

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Being heavily recruited, but I'm taking my CFA?

Greetings earthlings, I am a bit of a nerd and slightly OCD. I started receiving emails when I got over 500 contacts on Linkedin and posted my financial resume on monster. I don't exactly know what I was hoping for, but I started receiving recruitment messages from places like Ameriprise. As is my way, I launched into full nerd mode and started researching the company. I am still in that phase now. It has only been 2 days. The person that called me, assured me that everything that was written in the recruitment email was correct:...More

Out-of-State Clients, New FA Hunting Down Clients

I'm a newcomer with tons of questions! The Local FA vs. The Far Away FA...More

The Most 'Liked' Brokerage in the U.S.

Check out which firms are the most (and least) popular on Facebook.

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Most Recent Blogs & Columns

Jun. 17, 2013

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What Would a Cup of Coffee Cost at Vanguard's Prices?

The world’s largest mutual company, Vanguard, is branching out—into coffee. The company stopped in New York on Monday as part of a multi-city national tour, bringing coffee to the masses....More

Jun. 17, 2013

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Good News for Advisors: DIY Investor Satisfaction Wanes

While the industry has been losing market share to the self-directed channel, a new J.D. Power report finds that satisfaction with the do-it-yourself platforms such as Scottrade and Charles Schwab has decreased from last year....More