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April 29, 2025

Trust Account Reconciliations: Ensuring Accuracy and Compliance for Indiana and California Attorneys

Trust Account Reconciliations: Ensuring Accuracy and Compliance for Indiana and California Attorneys Ensuring the accuracy of trust account reconciliations is crucial for attorneys, not only to […]
April 24, 2025

Building a System for Trust Account Compliance

Building a System for Trust Account Compliance Managing client funds is a fundamental responsibility for attorneys, and establishing a streamlined trust account compliance system is essential […]
April 22, 2025

State-Specific IOLTA Rules: What Georgia and Florida Lawyers Need to Know

State-Specific IOLTA Rules: What Georgia and Florida Lawyers Need to Know Managing trust accounts is one of the biggest ethical responsibilities for attorneys, yet it’s where […]
April 17, 2025

Preparing for a Trust Account Audit

Preparing for a Trust Account Audit Let’s be honest—a trust account audit sounds terrifying. Even if you’re doing everything by the book, the idea of someone […]
April 10, 2025

Trust Account Reconciliation Made Easy: A Monthly Guide for California & Indiana Attorneys

Trust Account Reconciliation Made Easy: A Monthly Guide for California & Indiana Attorneys Let’s be real—reconciling trust accounts is not the most exciting part of running […]
April 8, 2025

Avoiding Trust Account Mistakes: A Must-Read for DC and Florida Attorneys

Avoiding Trust Account Mistakes: A Must-Read for DC and Florida Attorneys Managing a trust account isn’t just about following rules—it’s about protecting your law license. One […]
April 3, 2025

Trust Account Management 101: Keeping Your Firm Compliant

Trust Account Management 101: Keeping Your Firm Compliant If you’re running a law firm, mismanaging your trust account isn’t just an accounting mistake—it’s a career-threatening ethical […]
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