Financial Planning

The Internal Revenue Service has stepped up its efforts to investigate possible misconduct in the municipal bond sector, more than doubling the number of examinations it conducts per year.

Almost half of parents have no financial plan in place, and nearly 20 percent of parents created a plan only after having children, according to a new poll.

Republican presidential candidate Mitt Romney and his wife, Ann, have used sophisticated estate- planning techniques for more than a decade to minimize taxes and amass at least $100 million for their family outside of their estate.

JPMorgan Chase & Co.’s board of directors assigned former KPMG International Chairman Timothy Flynn to its risk committee after an internal probe blamed lax controls for a $5.8 billion trading loss in London.

Our 2012 Wealth Magnets are talking to their financial planning clients more than ever.

The focus of most taxpayers on their income taxes, small business taxes and potential estate taxes, with a gripe now and then about local sales taxes, misses a big chunk of the portion they pay every year: property taxes.

A new report from the Public Company Accounting Oversight Board indicates that auditing firms have apparently ignored or forgotten the lessons that came out of the Bernard Madoff scandal and similar financial frauds of recent years.

The Internal Revenue Service has released a new draft version of Form 706, the Estate (and Generation-Skipping Transfer) Tax Return.

Employers in a recent survey overwhelmingly said they favor keeping workers past retirement age.

The Certified Financial Planner Board of Standards has written a letter to the Consumer Financial Protection Bureau urging the recently established agency to create a ratings system for financial certifications and designations.