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March 25, 2019 CLEVideoLegalFuel Speaker Series: Making the Jump: A Step-By-Step Guide On How to Launch Your Law Firm
This course has been approved for 1.0 hours of General CLE Credit including 0.5 hours of Ethics and 0.5 hours Read More
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December 26, 2018 ArticleYear-End Strategic Planning for 2019 [Guest Post]
We thank the Lawyerist.com team for this guest post. There’s no better time to reflect on what matters most through Read More
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December 17, 2018 ArticleYear-End Finances, Budgeting, and Legal Accounting [Guest Post]
We thank the Lawyerist.com team for this guest post. The end of the year is a critical time for your Read More
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October 18, 2018 ArticleAlternative Pricing Models [Guest Post]
We thank the Lawyerist.com team for this guest post. For years, law firms have been using the billable hour to Read More
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October 16, 2018 ArticleUnbundled Legal Services [Guest Post]
We thank the Lawyerist.com team for this guest post. The legal market around the world is changing rapidly. Clients are Read More
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October 5, 2018 ArticleTrust Accounting Resources
Chapter 5, Trust Accounting, The Rules Regulating The Florida Bar 5-1.1 Trust Accounts 5-1.2 Trust Accounting Records and Procedures Forms Read More
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September 27, 2018 CLEVideoLegalFuel Speaker Series: Ten Ways to Avoid Bar Discipline
This course has been approved for 0.5 hours of General CLE Credit including 0.5 hours of Ethics CLE credit. You Read More
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September 26, 2018 CLEVideoTrust Accounts by the Book
This webinar has been approved for .5 hours of General CLE Credit including 0.5 hours of Ethics CLE Credit. You Read More
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June 8, 2018 ArticleWhat Do Banks Look for When Making Loans to New Law Firms?
Guest post by Brian Hall, Senior Vice President and Area Executive, CenterState Bank, N.A.There are approximately 5,600 FDIC insured banks Read More
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June 5, 2018 ArticleBest Practices for Law Firm Invoices
To literally no one’s surprise, solo lawyers and small-firm attorneys struggle with invoicing For example, a somewhat-dated (but still illustrative) Read More
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May 22, 2018 ArticleMay I keep the copies of cancelled trust account checks?
Rule 5-1.2(b)(3), Rules Regulating The Florida Bar, allows attorneys to maintain copies of canceled checks rather than the originals. Most Read More
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May 22, 2018 ArticleWhat is the minimum account balance required to maintain a trust account?
The Florida Bar does not require a minimum balance on your Trust account. That is something that your bank may Read More
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May 21, 2018 ArticleVideoWhat do I do with client trust funds that need to be refunded if I cannot locate the client?
Proper handling of funds held in trust for a missing owner is addressed in Rule 5-1.1(i) of the Rules Regulating Read More
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May 18, 2018 ArticleReconcile Your Trust Account
After your Trust Account has been opened for one month, you need to reconcile your Trust Account. And then reconcile Read More
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May 18, 2018 ArticleOpening a Trust Account
Trust accounts are necessary for the majority of law firms. If there is one topic that you revisit often, this Read More
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April 18, 2018 ArticleHow to Accept Credit Cards in Your Law Firm
Guest post by Lawyerist.com More than 40 percent of Americans prefer to pay by credit card. But many law firms Read More
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April 17, 2018 ArticleFrauds Targeting Attorney Trust Accounts
The Practice Resource Institute continues to receive reports of frauds targeting attorney trust accounts. The three most prevalent types of Read More
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April 17, 2018 ArticleCybersecurity for Trust Accounting
Monitor your trust account daily Check your account regularly to make sure all transactions posted are ones you authorized. Report Read More
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April 17, 2018 ArticleTips for Protecting Trust Accounts from Fraud
Fraudsters continue to target attorney trust accounts with variations of the phony cashier’s check scheme. These tips can help safeguard Read More
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February 20, 2018 CLEVideoHow to Optimize your Billing and Collections to Make your Practice More Profitable
This webinar has been approved for 1.0 hour of General CLE Credit. Course Number: 2846 If you’re looking for Read More
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November 30, 2017 ArticleYear-End Review: Firm Finances
By Karla J. Eckardt, Practice Management Advisor Last month we discussed reviewing and updating your firm’s policies and procedures. In Read More
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November 16, 2017 ArticleAmendment to Rules Allows Trust Accounts in Credit Unions
On November 9, 2017 the Florida Supreme Court issued an opinion amending the Rules Regulating The Florida Bar Among others, Read More
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October 10, 2017 CLEVideoFinancial Management for the Non-Financial Professional
This course has been approved for continuing legal education credit in the following area(s): 2.0 General CLER Credits and 2.0 Read More
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June 2, 2017 CLEVideoHow Lawyers Can Easily Offer Alternative Fee Arrangements
This webinar has been approved for 1.0 hour of General CLE Credit. Course Number: 2696 Have you been wanting to Read More
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January 11, 2017 ArticleThe Hidden Fees of Credit Card Processing
Increase the Profitability of Your Law PracticeIf you signed up for credit card processing, you’ve probably stared at your statement Read More
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September 9, 2016 ArticleDetecting Fraud
Review your bank, credit card and financial statements regularly to identify unauthorized activity. This is one of the most effective Read More
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August 26, 2016 ArticleAttorneys Should Verify IOTA Titling
This article originally appeared in the April 15, 2014 edition of The Florida Bar News Link to original article: http://www.floridabar.org/DIVCOM/JN/jnnews01.nsf/Articles/9F38EEAF71191B4585257CB300432235 Read More
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July 26, 2016 ArticleVideoIs it permissible to charge a non-refundable retainer?
An attorney may charge a fee that is nonrefundable provided the client agrees in writing. Rule 4-1.5 (e) requires that Read More
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July 26, 2016 ArticleMay I charge interest on past due accounts?
The Professional Ethics Committee of The Florida Bar has stated that there is no ethical prohibition against a lawyer charging Read More
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July 25, 2016 ArticleIs it permissible to transfer money from operating to trust to cover bank fees taken from my trust account?
I have recently opened an IOTA trust account and have been informed by the bank that there will be fees Read More
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July 25, 2016 ArticleIf I charge clients a flat fee and a payment for costs, do I place the funds in trust?
I have recently decided to start charging clients a flat rate for some of the legal services I provide. Some Read More
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July 25, 2016 ArticleVideoMust all client funds be held in an IOTA account?
An attorney should only place funds that are either nominal or short-term into an IOTA account. Rule 5-1.1 (g)(2)-(3), Rules Read More
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May 23, 2016 ArticleVideoDo I have to have trust accounts? How do I set them up?
It’s theoretically possible that an attorney who limits his or her practice to work where no up-front costs are involved Read More