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.
The One Big Beautiful Bill Act (OBBBA) introduced sweeping tax law changes that bring both opportunities and risks for your clients. From R&D expensing and international tax shifts to bonus depreciation, SALT planning, and heightened IRS scrutiny—each creates a potential referral trigger. This tip sheet highlights five areas where specialty tax expertise can help your clients and reinforce your role as a trusted advisor. Download now to see where proactive planning matters most.
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