Financial Planning

I’m no fan of complexity, in taxes or any other area. But, as in most situations, there’s a silver lining.

Former Senator Christopher Dodd, D-Conn., told attendees at the Association of Certified Fraud Examiners conference that the financial reform law is essential, even though he wishes his name were not attached to it.

Former Senator Christopher Dodd, D-Conn., ushered the landmark financial reform legislation through the Senate in 2010 before retiring from his 30-year distinguished career in that chamber. He is now chairman and CEO of the Motion Picture Association of America.

The Internal Revenue Service has just issued temporary and proposed regulations aimed at simplifying the handling of portability elections in estate tax law.

Carr, Riggs & Ingram LLC has created a new licensed broker-dealer unit that will operate under the name Carr, Riggs & Ingram Transaction Advisors LLC.

The American Institute of CPAs is asking Congress to make permanent changes in the estate tax as soon as possible to provide certainty to taxpayers before the current rates and rules expire at the end of the year.

KPMG LLP has allied with Axiom Software Laboratories to address new regulatory requirements facing investment advisors, including Form PF.

A new study has found that while women are more conservative with their finances than men, 63 percent still believe their financial planning needs improvement.

Investment fraud and financial exploitation of senior citizens are getting worse, according to a new survey.

A new report from the Federal Reserve indicates that the median net worth of American families plummeted by 38.8 percent in the aftermath of the recession.