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The Do's and Don'ts of Trust Accounting for Lawyers

Date

Thursday, January 11, 2018 (12:00 p.m.–1:30 p.m.)

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CPD Hour(s)*
0 Substantive
1 h 30 m Professionalism
Location

View this webcast-only program from your home or office computer

Additional Information

Page Count: 8

* Remember: You must attend CPD programs or view them on demand to claim CPD Hours. Reading CPD materials alone does not qualify.

You may count recorded programs that you watch without a colleague towards your annual CPD Requirement—up to a maximum 6 hours. Recorded programs include archived webcasts, video replays, or any other on-demand program.

Chair
  • Rimpal Hinduja, CPA, CGASupervisor, Spot Audit, Professional Development & Competence
    The Law Society of Upper Canada
Description

Some lawyers prepare their own trust reconciliations; some have others to do it for them. But either way, it's critical that you understand the mechanics since you are responsible for the results. Who better than a Spot Audit expert to help you learn the process? Our presenter is an experienced Law Society supervisor and auditor who gives you step-by-step instructions on what to do and tips on what not to do when reconciling your trust accounts. Designed for the busy lawyer, this program provides you with clear guidance on how to comply with the Rules of Professional Conduct and by-laws and how to avoid common mistakes that may cause headaches down the road.

  • Learn how to determine if your trust account is balanced
  • Recognize when and how to prepare a trust reconciliation
  • Understand how to deal with outstanding receipts, inactive accounts and overdrawn trust ledgers

Presenters

  • Deborah Loh, CPA, CA, MAcc.Auditor, Spot Audit, Professional Development & CompetenceThe Law Society of Upper Canada

Registration Options

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Learning format *

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