Afleveringen
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What is cash flow, how does it work, and why is it important? If you've found yourself pondering these or similar questions while navigating the complicated world of cash flow, this episode is for you!
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00:29 Year-End Panic and Client Price Notifications
01:15 Cash Flow Demystified
02:02 Understanding Cash Flow Reports
03:59 Importance of Positive Cash Flow
04:46 Economic Uncertainty and Budgeting
08:57 Impact of the Pandemic on Law Firms
09:27 Adapting to New Technologies
15:47 Improving Cash Flow for New Businesses
17:32 Cash Flow Management: Lease or Buy?
17:47 Identifying and Eliminating Unnecessary Expenses
19:23 Optimizing Business Savings and Investments
20:00 The Importance of a Rainy Day Fund
21:52 Navigating Lines of Credit
23:24 Leveraging Client Conversations for Business Insights
23:59 Analyzing Staff Productivity and KPIs
24:39 Year-End Financial Review and Adjustments
27:38 Reminder: Filing Your BOIR Report
-------------------------------------------------------------Be sure to subscribe for more episodes!
Find us on YouTube as well!If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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AI has been the hot button topic of the year!
Steve and Lynda share their thoughts on what we can expect from AI when it comes to Accounting Software.
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01:16 Challenges with Client Trust Accounts
02:24 The Impact of AI on Accounting and Legal Industries
05:21 The Evolution of Accounting Practices
07:52 Self-Driving Cars and Legal Implications
11:13 AI in Legal Brief Writing and Future Prospects
15:37 AI's Role in Creative Fields and Ownership Issues
16:22 AI's Visual Capabilities
16:48 AI in Accounting Software
17:36 AI in Legal Practice
18:32 AI's Impact on Jobs
19:36 AI Enhancements in QuickBooks
21:20 AI in Everyday Life
23:08 The Future of AI in Various Fields
27:06 AI Tools and Their Applications------------------------------------------------------------
Modernize Your Law Firm - By Lynda Artesani
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.comIf you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Zijn er afleveringen die ontbreken?
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We are excited to welcome John Scott and Kip Bilderback to the podcast to walk you through everything you need to know to help your law firm clients grow!
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00:26 Meet the Special Guests: John Scott and Kip Bilderback
01:34 John Scott's Journey and Expertise
03:10 Kip Bilderback's Background and Insights
05:55 Impact of the 2008 Housing Crash and COVID-19
09:45 Financial Preparedness and Line of Credit
13:24 Challenges in Law Firm Financial Management
18:30 The Role of Coaches and Consultants
27:14 Strategic Growth and Transparency in Law Firms
32:32 Embracing AI in Accounting
33:19 The Value of Continuing Education
34:27 Subscription-Based Billing in Law Firms
35:02 Challenges of Time Tracking
35:55 The Role of Rainmakers and Managers
37:36 Managing Law Firm Growth
38:35 Best Practices for Law Firm Operations
39:59 Navigating Partner Dynamics
41:16 The Importance of Financial Transparency
49:17 Leveraging Interns and AI
52:46 Remote Work and Firm Culture--------------------------------------------------------
John Scott, Partner at Anders CPAs + Advisors, has over thirty years of experience in financial consulting, specializing in law firms. He expertly manages profits through effective cash flow and KPI strategies and reduces taxes with his deep knowledge of tax codes. Leading the Virtual CFO services’ legal division, John provides strategic guidance to mid- sized law firms. His advice covers staff utilization, cash flow planning, hiring, career development, trust accounting, and partner distributions. John uses an advanced tech stack for data-driven decision-making and is writing a book on success strategies for law firms.
Kip Bilderback, with nearly 30 years in the legal field, is an experienced lawyer and business owner proficient in various aspects of law and management, including operations and strategic planning. Starting as a law clerk at Millsap & Singer, he evolved the firm from ten employees to 122, transitioning from analog to a fully integrated network. His leadership steered the firm through the mortgage and COVID crises. Beyond managing his firm, Kip has significantly impacted the legal community, holding roles from committee member to president at the USFN, driving industry standards and leading key financial and governance initiatives.
Judicial Dollars and Cents: A Virtual CFO’s Playbook to Help Law Firms Create a Financial Roadmap to Success by John Scott
Modernize Your Law Firm: Transform Your Law Firm for the Future by Lynda Artesani
Be sure to subscribe for more episodes!
Find us on YouTube as well!If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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What financial challenges might you be likely to run into across the various legal fields, and how do you navigate them?
We discuss it all in this week's podcast!---------------------------------------------------------------
02:28 Mastering Financial Challenges in Legal Specialties
03:21 Understanding Business Mix and Billing Practices
06:09 Technology Adaptation in Law Firms
07:03 Client Acquisition vs. Cash Flow Challenges
09:48 Financial Management and Reporting
15:45 Understanding Collection Ratios
16:07 Setting Up a Strong Foundation
16:54 Budgeting and Forecasting for the Future
17:56 Evaluating Labor Costs
18:52 Challenges in Family Law Practices
21:22 Importance of Technology in Law Firms
25:40 The Role of Financial Coaches
28:54 Engaging with Your Financial Team-------------------------------------------------------------------
Be sure to subscribe for more episodes!
Find us on YouTube as well!If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Tackle year-end like a pro and set yourself up for New Year success!
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03:32 Year-End Cleanup of Client Ledgers
03:53 Checklist for Legal Industry Accounting
08:02 Handling Unclaimed Property
11:22 Preparing for 1099 Season
13:09 Final Tips for Year-End Accounting
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Be sure to subscribe for more episodes!
Find us on YouTube as well!If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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In this episode, we take a look at the complexities of attorney compensation, breaking down the various ways legal professionals are paid for their work.
Whether you're a client seeking clarity or a legal professional aiming to optimize your billing strategies, this episode offers essential insights into understanding attorney compensation.
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04:52 Main Topic Introduction: Understanding Attorney Compensation
05:43 Traditional Compensation Models and Their Challenges
07:18 Modern Approaches to Attorney Compensation
09:48 The Importance of Transparency and Fairness
13:54 Balancing Benefits and Employee Satisfaction
16:24 Understanding Employee Benefits and Firm Operations
17:51 Challenges of Talent Acquisition and Retention
19:30 Compensation Models and Metrics
21:12 Traditional vs. Modern Law Firm Structures
22:12 Case Study: Effective Compensation Strategies
29:08 The Importance of Perception in the Workplace
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Be sure to subscribe for more episodes!
Find us on YouTube as well!If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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A haunted house, but it's your office during 1099 season.
We know Halloween is past, and we don't want to scare you... but 1099 season is right around the corner! So we are bringing back some of our favorite episodes on 1099's and W9's with Jeffrey Cronin.
Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive even deeper into 1099's with more focus on W9 forms.
Zenwork: https://www.zenwork.com/
CPA Transformation Podcast https://www.tax1099.com/podcast/cpatransformation/
00:13 Welcoming Jeff Cronin: Tax Talk 1099s and W-9s
01:21 Understanding the W-9 Form
04:00 Backup Withholding and B Notices
06:43 Challenges in Collecting W-9s
14:01 1099 Reporting Complexities
20:37 Understanding Penalty Risks
21:22 Late Filing Penalties Explained
22:40 Handling W-9 Solicitations
26:30 Navigating W-8 Forms and Non-US Payments
27:47 IRS Audit Manual Insights
32:13 Impact of IRS Hiring and Funding
Be sure to subscribe for more episodes!
Find us on YouTube as well!If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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A haunted house, but it's your office during 1099 season.
We know Halloween is past, and we don't want to scare you... but 1099 season is right around the corner! So we are bringing back some of our favorite episodes on 1099's and W9's with Jeffrey Cronin.
Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive into 1099's
Zenwork: https://www.zenwork.com/
CPA Transformation Podcast https://www.tax1099.com/podcast/cpatransformation/
00:42 Meet Jeffrey Cronin: Background and Expertise
01:41 Diving into 1099s: Common Issues and Solutions
04:20 Handling 1099 Disputes and Mistakes
06:57 The Complexity of 1099 Compliance
12:25 1099-K and Payment Intermediaries
22:42 Challenges with Digital Asset Reporting
28:01 Understanding IRS Reporting Requirements
28:39 The Impact of Third-Party Information Reporting
29:26 Jeff's Journey: From Physicist to Tax Expert
32:22 Navigating Tax Compliance for Debt Cancellation
34:01 Challenges in Reporting for Nonprofits and Grants
40:37 The Complexity of 1042S Reporting
49:14 Penalties and Compliance for Late Filings
-----------------------------------------
Be sure to subscribe for more episodes!Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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It's SpooOOooOOky season!
Let's get in the Halloween spirit by sharing our favorite legal accounting horror stories!
And we want to hear yours! Send us your horror stories at the email address below to be featured on our socials!
00:25 Halloween Horror Stories in Accounting
01:36 Cafeteria Plan Catastrophes
02:35 Trust Account Troubles
08:43 Billing Software Blunders
11:49 Employee Handbook Headaches
16:10 Fraud and Scams in the Legal Arena
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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You've emailed.... and messaged.... and followed up.... and your client still isn't answering you.
What do you do?
Don't worry "Boo," we've got you!
01:22 Topic Introduction: Being Ghosted by Clients
02:01 Understanding Ghosting and Initial Tips
03:12 Strategies to Handle Client Ghosting
05:04 Real-Life Client Ghosting Experiences
11:47 Dealing with Persistent Client Ghosting
12:57 Client Communication Challenges
13:39 Effective Communication Strategies
14:30 Balancing Professional and Personal Life
15:34 Handling Unexpected Client Situations
16:29 The Importance of Gratitude
17:51 Reframing Client Conversations
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Do you have systems in place to handle scope creep when it occurs?
We discuss our favorite ways to handle scope creep with clients in today's episode.
00:33 Discussing Scope Creep
1:48 Examples and Challenges of Scope Creep
3:09 AI in Managing Scope Creep
4:16 Best Practices for Engagement Letters
6:02 Real-Life Scope Creep Scenarios
09:03 Handling Scope Creep with Clients and Staff
4:55 Professionalism in Managing Scope Creep
15:24 Handling Client Requests and Scope Changes
15:43 Comparing Scope Creep to Construction Industry
16:39 Addressing Scope Creep in Law Firms
17:13 Turning Scope Creep into Opportunities
18:08 Automation and Technology in Managing Scope Creep
21:26 Importance of Clear Communication with Clients
25:09 Onboarding and Continuous Client Communication
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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What do you need to be on the watch for to make sure your law firm's finances are as healthy as they need to be?
We walk you through the biggest red flags you need to keep an eye out for in this episode!
0:22 - Client Engagement and Consultation Strategies
1:30 - Identifying Red Flags in Financial Health
4:13 - Navigating Trust Accounting Challenges
7:44 - Managing Firm Finances and Compliance
13:06 - Advanced Client Costs and Tax Considerations
20:48 - The Role of Managing Partners in Law Firms
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice. We walk you through the biggest red flags you need to keep an eye out for in this episode!
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Trust accounting is defined by Clio as the process of tracking and monitoring client funds that are held in trust and it is a very important part of legal accounting. We are going to walk you through everything you need to know about trust funds and trust accounting for law firms in today's episode!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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You have a potential attorney client and you need to complete file review for them before you can give them a quote and contract - what do you need to know before you get started?
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Setting your prices for accounting work can feel tricky, but we are here to help! Join us as we help you change your pricing mindset!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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In this episode, we explore the critical role accountants play in the success of law firms.
We take a look at the financial management challenges faced by law firms, the unique value accountants bring to the table, and tips for effectively collaborating with financial professionals to enhance your firm's financial health.
Timestamps:
[02:45] The Role of an Accountant in a Law Firm
[07:30] Financial Challenges Unique to Law Firms
[12:15] The Strategic Value of Accountants
[18:00] Collaboration Between Lawyers and Accountants
[22:35] Case Studies: Success Stories
[28:40] Choosing the Right Accountant for Your Firm
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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In today's episode, we look at all the things we wish we had known when we were first getting started in the legal accounting niche. If you are working with your first attorney client, or you think that attorneys might be your ideal client, this is the episode or you!
Join us on our trust compliance journey with this map!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Sometimes it happens... you and your attorney client just have to part ways.
This can be a difficult process to navigate, but we are here to talk your through it!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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In this episode, we dive into the complexities of trust compliance across different states in the U.S.
Join us as we look at key regulations, the differences in compliance requirements, and the importance of understanding state-specific laws when managing trusts.
Join us on our trust compliance journey with this map!Timestamps:
[03:15] Understanding Trust Compliance
[08:45] Key Differences Between States
[14:30] Common Challenges in Compliance
[19:50] Best Practices Tips and strategies for ensuring compliance, including the importance of consulting legal professionals and staying updated with state regulations.
[24:10] Case Study: Trust Compliance in California vs. Florida
[30:00] Legal Implications of Non-Compliance
[35:25] Resources for Staying Informed
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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It can be a big decision for an attorney to hire on an external legal accounting firm, but in this episode, we are going to discuss why it is also the most beneficial decision for your firm.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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