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.

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Investments industry

Frequently Asked Questions

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Key Contacts

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Nick P. Tootle, CPA

Principal, Financial Services Assurance and Consulting

Miami

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Bao Nguyen, CAMS, CFE, CRCP

Principal, Broker-Dealer and Investment Adviser Practice Leader, Risk Advisory Services

Boca Raton

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Robert Kaufman, CPA

Principal, Financial Services

Miami

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Stephanie Richards, CAMS

Principal, Broker-Dealer & Investment Adviser Services

Boca Raton