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
Deals done right: M&A tax checklist
Protect client value at key moments when tax risks may threaten the deal.

Even well-structured deals can face unexpected tax challenges. Tax issues can derail negotiations, reduce valuation, or create costly post-close liabilities. This checklist can help you identify the points in the M&A process where specialized tax expertise matters most — so you can protect value and strengthen client relationships.

GET THE CHECKLIST

GET THE CHECKLIST

Key Contacts

michael kramarz

Michael Kramarz

Principal, Tax

Boca Raton

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Peter Stratos, MST, CPA

Principal, International Tax

Fort Lauderdale

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Ken Rios, JD

Principal, Tax

Ft. Lauderdale

Louis Guay.jpg

Louis Guay

Principal, Cost Segregation, Tax Credits and Incentives

Boca Raton

Justen Ghwee

Justen Ghwee

Director, International Tax

Miami

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Michelle Sadeghy, PE

Director, Tax Credits & Incentives

Boca Raton