Accountants Law Pod™

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.

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.

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.

The three-way reconciliation is a cornerstone of legal accounting, as it ensures accuracy and compliance of client trust accounts.

It can be complicated to master and complicated to explain to our attorney clients. So we thought it was time we revisit this crucial process.

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.

This episode is all about growing your legal accounting business through marketing strategies. How do you start, and where should your focus be? Lynda and Steve walk your through all that they have learned!

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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.

We recently talked about all the ins and outs of choosing practice management software for your firm, but we wanted to invite the CEO of one of our favorite companies, Financial Cents to join us to talk about his company and practice management.

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.

Which financial statements are essential for a law firm to review with their accountant? We're here to help save you time and get all your data in order!

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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.

"I need to wear nice shoes to court... can I write them off on my taxes?"

We are sure you have all been asked some level of this question (or even wanted to ask, yourself).

How do you navigate necessary expenses for attorneys and law firms? We look into this and more this week!

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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.

Who's ready for more Tax Talk?!

Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive even deeper into 1099's with more focus on W9 forms.

Set yourself and your firm up for success by preparing for 1099 season early!

CPA Transformation Podcast

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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.

Everyone's favorite topic.... 1099's!

We aren't trying to scare you with bringing up tax time, but we all know it's best to be prepared when it comes to 1099's for law firms.

So we invited Jeffrey Cronin, Chief Strategy Officer of Zenwork to discuss all things 1099 with us. Trust us, if you love or hate tax time, this is not one you want to miss!

Check out Jeff's podcast: CPA Transformation Podcast

Lynda's Episode! Picking Accounting Niche: The Symbiosis of Growth & Tech in Law 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.