Trust accounting—specifically, the management and recordkeeping of client trust accounts—is an aspect of legal practice that demands meticulous attention. Whether dealing with escrowed funds, ...
It is common for the accounting clause of an inter vivos trust instrument to contain a provision along the lines of the following: “The written approval of such an account by the person or persons ...
IMGCAP(1)]Many CPAs are asked to act as trustees or are retained to prepare fiduciary income tax returns for trusts. The CPA who is involved in trust issues must become aware of the fiduciary trust ...
"Lawyers are not accountants … and these are hyper technical rules," Scott Westheimer, president of The Florida Bar, said. "All of those common types of violations, that are technical, we think can be ...
An irrevocable trust is an essential tool in the kit of most estate planners, not only for sheltering assets from future estate tax, but for protection from potential creditors and lawsuits. Depending ...
NEW YORK--(BUSINESS WIRE)--Paradigm, a market-leading provider of legal practice management and payments software, today announced its acquisition of TrustBooks, a cloud-based accounting software ...
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