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.

QUICK QUESTIONS
5 Quick Questions: Is it time for a new fund administrator?
Is Your Fund Administrator Meeting Your Needs?

Outsourcing fund administration is meant to streamline operations, enhance compliance, and improve investor reporting—but is your provider delivering? If you’re facing inefficiencies, regulatory challenges, or service frustrations, it might be time to reassess.

Answer these five key questions to determine if your current fund administrator is the right fit for your fund’s long-term success.


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.

GET THE CHECKLIST

GET THE CHECKLIST

Key Contacts

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Keith S. Sharkey, CPA

Managing Principal, Kaufman Rossin Alternative Investment Services

 Miami

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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