The California Department of Financial Protection and Innovation (DFPI) has issued modified proposed regulations implementing certain portions of the state’s Digital Financial Assets Law (DFAL) and ...

The California Asset Protection Guide is a must-read not only for entrepreneurs and professionals, but also for financial advisors and CPAs. Phil Wilson, Tax Partner at Marcum LLP, has praised the ...

On October 13, 2023, California Governor Gavin Newsom signed into law California Assembly Bill 39, California’s Digital Financial Assets Law (DFAL). DFAL will regulate “digital financial assets” and ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Editor’s note: This is part five of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

When it comes to protecting your wealth, the last thing you want to deal with is uncertainty about the kind of trust to use. Here are some differences between domestic asset protection trusts (DAPTs) ...

Amid growing concerns around financial lawsuits and wealth vulnerability, Blake Harris sat down with The Rhonda Swan Show to share how entrepreneurs can stay ahead with smart, legal strategies. In ...