California Closes the Door on “Stay-or-Pay”
California recently enacted two new statutes—section 16608 of the California Business and Professions Code and section 926 of the California…
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Artificial Intelligence and the Practice of Law: California SB 574 and New Protections for Clients
Artificial intelligence (“AI”) has rapidly become part of everyday life. Millions of people now use AI systems such as ChatGPT,…
Read MoreWarning: Your AI Chat Is Not Privileged and It Probably Doesn’t Help That Much
Artificial intelligence is no longer a back-office tool in financial services. It is now embedded directly in how retail investors—particularly…
Read MoreCalifornia’s SB 574: The First California AI Rules for Lawyers
California is close to putting generative AI obligations for lawyers into a statute. Senate Bill 574 (SB 574), authored by…
Read MoreCalifornia’s AB 692: Closing the Door on “Stay-or-Pay” Provisions
Effective January 1, 2026, AB 692 marks California’s newest effort to limit employer-imposed restraints on workers by banning repayment obligations…
Read MoreFuture-Proofing Your Firm: Why Succession Planning Is Smart Business
Do you have a plan for your business’s future? What would happen to your business if a sudden unforeseen event…
Read MoreCalifornia Supreme Court Upholds Out-Of-State Form Clauses Without Jury Trials
This article originally appeared in the Daily Journal on August 18, 2025. Read online at the Daily Journal here. Download…
Read MoreNew Reporting Requirements Under the Corporate Transparency Act
Beginning January 2024, several new laws began to take effect, impacting various professionals - specifically those U.S. businesses and entities…
Read MoreIf You Didn’t Already Get It Done: Don’t Forget About the Initial Department of Labor Retrospective Review
As described in our prior article on the Requirements of New Prohibited Transaction Exemption PTE 2020-02, on December 18, 2020,…
Read MoreCalifornia Insurance Licensees Must Now Include License Number on Emails
Starting on January 1, 2023, an update to the California Insurance Code took effect requiring certain insurance license holders to…
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