California’s new crypto licensing law (DFAL) sets the stage for regulated digital assets—reshaping wallets, exchanges, 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 September 18, the California DFPI ordered a digital financial asset kiosk operator to cease operations for violating the state’s Consumer Financial Protection Law and Digital Financial Assets Law ...

As readers may recall, California previously attempted to enact a “Digital Financial Assets Law” with the introduction of AB 2269 in February 2022. In relevant part, AB 2269 proposed (1) a stringent ...

Besides "The Attorney's Guide To Tax-Free Long-Term Care," Scott's distinguished accomplishments include best-selling titles "Estate Planning is Dead!" and "The California Asset Protection Guide." In ...

The acquisition of Portfolio strengthens Protective’s ability to serve dealers across all major vehicle sectors — including ...

California lawmakers passed AB 1052 on Tuesday in a 78-0 vote, giving the state the mandate to hold crypto assets that remain unclaimed for 3 years in exchange platforms. The event sparked mixed ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Many turn to domestic asset protection trusts (DAPTs) to shield their wealth, assuming they ...

Reed’s California Asset Protection Guide goes beyond the legalese to provide a clear understanding of essential asset protection strategies. It covers a wide range of topics, including how to ...