Financial Planning

The recent extension of the estate tax at a 35 percent rate will not result in a "claw back" tax obligation for people who make gifts in 2011 and 2012 that exceed their post 2012 estate tax exemption allowance, according to a trio of tax experts.

The Financial Crisis Inquiry Commission delivered the results of its nearly two-year-long investigation into the causes of the financial and economic crisis on Thursday, but with dissenting views from some of the Republican members of the commission.

As the economy gradually recovers, some mature workers are feeling more comfortable about retiring now compared to last year at this time.

Emerging Information Systems Inc., developer of NaviPlan and Profiles financial planning software, has introduced a new Retirement Consumer Facing Application for Profiles Professional.

The American Institute of CPAs has named Irv Rothenberg, CPA/PFS, of Santa Rosa, Calif., as the recipient of its 2010 Personal Financial Planning Distinguished Service Award.

The regulatory structure applicable to financial planners covers the great majority of their services, but the attention paid to enforcing existing regulation can vary and certain consumer protection issues remain, according to a new report from the Government Accountability Office.

A Washington think tank, the Center for Economic and Policy Research, has released a report recommending a tax on financial speculation as a way to help solve the federal government’s long-term budget deficits.

The economic crisis has brought personal finance front and center, for Americans as well as others throughout the world, the ING Retirement Institute Research Institute found.

The migration of foreign-based initial public offerings to U.S.-based stock exchanges is expected to increase in 2011, according to a new study by BDO USA LLP.

MarketRiders has released a 2010 Portfolio Report Card showing that stock and bond market portfolios returned between 4 to 16 percent.