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
When to refer tax work: A checklist for trusted advisors
Know when your clients need specialized tax support.

From expanding into new states and preparing for M&A to navigating IRS inquiries, R&D initiatives, or real estate projects, there are moments when general tax knowledge isn’t enough. Recognizing when to bring in specialized expertise helps you protect your clients, uncover opportunities, and reinforce your role as a trusted advisor. Download the checklist to know what to look for—and when to take action.

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

Ken Rios image

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