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
What your clients don’t know could cost them
Tax exposure often hides in plain sight and many clients never realize it.

Complex rules and overlooked opportunities can quietly create liabilities or leave savings untapped. This checklist outlines common blind spots from state and local tax exposure to missed credits and shows when bringing in specialty tax services can protect client outcomes.

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