November IOLTA Compliance: Prepping for Year-End Audits You don’t want your trust account to become a liability at the end of the year. That’s why November […]
Are You Behind on Bookkeeping? Fix It Before Tax Season Hits Attorneys don’t go to law school to become bookkeepers. But when your books fall behind, […]
Trust Account Guidelines for Multistate Practices: Staying Compliant Across Jurisdictions For law firms operating in multiple states, trust account compliance becomes significantly more complex. Each jurisdiction […]
Trust Account Audits: What Lawyers Should Know & How to Prepare A trust account audit can be one of the most stressful experiences for an attorney—especially […]
California IOLTA Requirements: A Comprehensive Guide for Attorneys California has strict requirements when it comes to handling client funds, and one small mistake could result in […]
Understanding Retainers and Trust Accounts: A Lawyer’s Guide to Compliance & Client Trust Retainers aren’t just upfront payments—they are a legal and ethical responsibility that must […]
IOLTA Compliance Massachusetts and Michigan Attorneys: A Practical Checklist Managing client funds with utmost integrity is a cornerstone of legal practice. In Massachusetts and Michigan, adherence […]