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
Tax planning for individuals
It’s never too soon to start thinking about tax planning.

Getting an early start on tax planning instead of waiting until year-end gives you more time to meet with your tax, wealth and insurance advisors and make moves that can reduce your tax burden. And the faster you file your return, the faster the IRS can process your return (and any potential refund).

Use this checklist to help you prepare to tackle your personal taxes.

GET THE CHECKLIST

GET THE CHECKLIST

Key Contact

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Adrian Alfonso, CPA

Principal, Tax

Miami

Claudia-Sotolongo-Gonzalez-photo.jpg

Claudia Sotolongo Gonzalez, CPA

Principal, Tax

Miami

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Scott Goldberger, JD

Principal, Estate & Trust

Boca Raton

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Matthew Wahler, CPA

Principal, Estate & Trust

Boca Raton