How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

CHECKLIST
Does your financial services project qualify for the R&D tax credit?
Financial services is one of the industries most likely to benefit from the federal research tax credit, or R&D tax credit, yet many banks and FinTechs miss out on significant tax savings because they don't realize they can qualify.

Designed to reward companies for increasing investments in research and development, the R&D tax credit can apply to a wide range of bank and FinTech projects, such as automating manual processes, developing online/mobile banking applications, testing systems, and developing tools to enhance data protection and cybersecurity.

Download this checklist to find out if your organization's work may qualify.

GET THE CHECKLIST

GET THE CHECKLIST

Key Contacts

Louis Guay.jpg

Louis Guay

Principal, Cost Segregation, Tax Credits and Incentives

Boca Raton

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Lindsay Kaiser

Manager, R&D Tax and Cost Segregation Services

Miami