Trust accounting isn’t the most exciting part of running a law firm, but in California, it’s one of the most important. Small mistakes with client funds can lead to audits, disciplinary letters, or worse.
That’s why attorney Jordan Turk created this free eBook: a California-specific guide to IOLTA compliance, three-way reconciliation, and CTAPP requirements for firms who don’t have a trust accounting department to lean on.
If you’ve ever found yourself double-checking bank statements, wondering if you’re reconciling correctly, or trying to make sense of CTAPP expectations, this guide is for you.
Download the guide:
What an IOLTA account is (and how it works in CA)
How to manage your trust accounts (CTAPP)
Your ethical duties under California rules
The most common trust accounting mistakes
Recordkeeping and reconciliation best practices
Download the guide
