IOLTA Accounts

Client Trust Accounting

This Program will Cover the Following Topics:

~ The Importance of Client Accounting

~ The Rules: California Rule of Professional Conduct 4-100

~ Key Concepts in Client Trust Accounting

~ Opening a Client Trust Bank Account

~ Depositing Money Into Client Trust Bank Accounts

~ Paying Money Out of Client Trust Bank Accounts

~ Record-keeping

~ Reconciliation

Schopp, Margaret
Margaret Schopp, CPA
Legal Thrive; Schopp & Co., An Accountancy Corporation

Ms. Schopp has been a CPA for over 20 years beginning her career as an auditor with Deloitte. She began working with attorneys about seven years ago and in response to that specialty, she and her partner Marina launched Legal Thrive so they can focus on lawyers and law firms.

Date: Monday, January 7, 2019

Time: Check-In: 3:45 pm; Presentation: 4:00—5:00 pm

Presenter(s): Margaret Schopp, CPA
Legal Thrive; Schopp & Co., An Accountancy Corporation

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.

*** Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street. Do not park in the parking lot at 111 Santa Rosa Avenue.

MCLE: 1.0 Unit Participatory MCLE Credit in Legal Ethics Credit

* Compliance Group 1 (A-G): Complete Your Units Before the February 1st Deadline!

Registration Fee: $60–SCBA Members; $75–Public
Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

Click Here to Register
Click Here to Download the Registration Flyer

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