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
The true cost of turnover at your fund administrator
Turnover at your fund administrator could be costing you more than you think.

Delays, errors, and inconsistent service can quietly erode investor confidence and performance. This report explores the hidden impact of turnover—and how Kaufman Rossin Alternative Investment Services (KRAIS) delivers lasting stability through a people-first model and industry-leading retention rates. Choosing a stable partner can strengthen performance and build investor trust.

Download the trend report to learn more. 

DOWNLOAD THE REPORT

GET THE CHECKLIST

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