New Jersey Trust & Business Accounting: Avoiding the Pitfalls

Regardless of whether you keep your books manually, digitally, or through attorney accounting software, and whether you have an office manager, spouse, accountant, or hired bookkeeper maintaining your accounts, as an attorney, you are ultimately responsible for funds under your control. It is crucial that you maintain your trust and business accounts in compliance with New Jersey's court rules governing law office record-keeping.

This course will focus on establishing how trust and business accounts should be organized, understanding the applicable rules, and applying them to your accounting system. In addition, the program will cover the importance of transparency with clients, and how to recognize common mistakes and avoid facing discipline for unethical conduct.

Learning Objectives:

1. Review attorney accounting rules
2. Identify the relevant ethical rules
3. Avoid ethical pitfalls in trust & business accounting