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.

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.

TREND REPORT
Fund administration and other integrated services: The new standard for emerging & growing managers
Fund managers often face fragmented support from multiple providers, leading to inefficiencies and compliance risks.

This report examines how disjointed operations undermine performance, transparency, and the ability to scale. It also shows how KRAIS’s integrated model restores cohesion across entities, strengthening execution and investor confidence.

Download the trend report to learn more. 

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Key Contacts

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Keith S. Sharkey, CPA

Managing Principal, Kaufman Rossin Alternative Investment Services

 Miami

robert alonso

Robert Alonso

Managing Director, Kaufman Rossin Alternative Investment Services

 Miami, FL

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Joshua Altchek

Managing Director, Kaufman Rossin Alternative Investment Services

 Miami, FL