California
Get the latest news and insights on California's financial regulations, enforcement actions and litigation.
10 States the Young and Wealthy Are Fleeing: 2023
By Michael S. FischerHere's where high earners age 26-35 are leaving faster than they can be replaced, according to SmartAsset.
August 17, 2023
California Closes State-Tax Loophole for Some TrustsClients who have established non-grantor trusts in tax-friendly states should be aware of this new law.
July 19, 2023
IRS Collection Notices Send Taxpayers in Disaster Areas ScramblingThe IRS buried a disclaimer on page 4 of its notice that it didn't apply to those in disaster areas.
July 17, 2023
JPMorgan Broker Suspended for Not Disclosing Kidnapping ChargesThe broker was charged with kidnapping a child and threatening a crime resulting in death or bodily injury.
July 12, 2023
New Pretrial Hearing Set for Ex-Broker Charged With Murder of BofA-Merrill ExecThe next pretrial conference for Anthony Duwayne Turner, charged with killing Michelle Avan, is scheduled for Aug. 21.
July 07, 2023
California Replaces a Trust Investment LawThe update could make managing the assets in clients' trusts more flexible.
June 28, 2023
Washington State Long-Term Care Insurance Program to Launch SaturdayCritics wonder whether WA Cares will provide enough of the right benefits to be useful.
June 07, 2023
California Annuity Sales Rule Bill Faces Consumer Group OppositionThe consumer groups want to require agents to disclose cash compensation.