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
Personal financial changes that can impact your planning
Taxpayers often wait until year-end to start speaking with their advisors about finances. However, changes that happen throughout the year, such as inheriting money, getting divorced or buying a property, can impact your financial situation.

By starting the tax and financial planning conversations early, your advisors can help you avoid surprises. Download this checklist to help you prepare for proactive planning conversations.


GET THE CHECKLIST

GET THE CHECKLIST

Key Contact

Jay Pelham

Jay Pelham, CFP®

President, Kaufman Rossin Wealth | President, Kaufman Rossin Insurance Services

Miami

Lindsay Kaiser.jpg

Lindsay Kaiser

Manager, R&D Tax and Cost Segregation Services

Miami