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IOLTA
Articles
IOLTA insights from Law Firm Velocity, specialists in Law Firm IOLTA Trust Accounting.
IOLTA
by
Paul W Carlson, CPA
Texas IOLTA Trust Account Recordkeeping Resources for Law Firms
Guide to Texas IOLTA Trust Account Recordkeeping
IOLTA
by
Paul W Carlson, CPA
Colorado COLTAF / IOLTA Trust Account Resources
This post outlines key resources for managing Colorado COLTAF / IOLTA accounts.
IOLTA
by
Paul W Carlson, CPA
California IOLTA Trust Account Resources
Certainly, in this quick guide, we highlight the key resources we use for managing California IOLTA trust accounts.
IOLTA
by
Paul W Carlson, CPA
Arizona IOLTA Trust Account Resources
This blog post serves as a resource guide for managing Arizona IOLTA trust accounts, pointing readers to valuable tools and references.
IOLTA
by
Paul W Carlson, CPA
Keeping Firm Funds in IOLTA for Account Maintenance
This blog post outlines a specific exception that allows law firms to deposit their own funds into an IOLTA trust account
IOLTA
by
Paul W Carlson, CPA
Connecticut IOLTA Trust Accounting Requirements
This blog post offers a concise overview of the IOLTA Trust accounting requirements for Connecticut lawyers, as laid out in Rule 1.15 of the Connecticut Practice Book. It lists essential accounting elements such as General and Client Ledgers, and explains the need for a triple reconciliation summary.
IOLTA
by
Paul W Carlson, CPA
Example IOLTA Trust Account Reconciliation
In this video post, we offer a valuable resource for law firms by presenting a video overview of a complete IOLTA Trust account reconciliation—an example of which is often hard to find.
IOLTA
by
Paul W Carlson, CPA
IOLTA FAQS – How do we handle client over payments?
This blog post outlines the right and wrong ways to manage such overpayments, detailing why depositing the full amount into an IOLTA account is the most compliant and cleanest option for handling overpayments.
IOLTA
by
Paul W Carlson, CPA
IOLTA FAQS – Are preprinted deposit slips for the IOLTA Account required?
Delve into the intricacies of using preprinted deposit slips for IOLTA Accounts in our enlightening FAQ video blog post.
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