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: Is your fund

administrator the right fit?

Frequently Asked Questions

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Key Contacts

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Keith S. Sharkey, CPA

Managing Principal, Kaufman Rossin Alternative Investment Services

 Miami, FL

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Joshua Altchek

Managing Director, Kaufman Rossin Alternative Investment Services

 Miami, FL

robert alonso

Robert Alonso

Managing Director, Kaufman Rossin Alternative Investment Services

 Miami, FL