Katharine Kim is responsible for the day-to-day implementation and maintenance of the firm’s compliance program to ensure compliance with all industry regulations. Mrs. Kim coordinates all the audits at the firm, including the annual GIPS audit. She also oversees the daily management of client accounts and the administration of new accounts. Mrs. Kim began her career performing client services duties at Dreyfus Brokerage Services. She earned a Bachelor of Arts in Economics degree from the University of California, San Diego. Mrs. Kim has been with the firm since 2002 and is a shareholder.
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If you're in your 50s or 60s and own an interest in a business or professional corporation, knowing the answers to these four questions can lower your 2019 federal tax bill sharply, while jumpstarting a tax-advantaged retirement income plan.