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Self-Paced Online

IOLTA Accounts: Client Trust Accounting

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Date Published

January 7, 2019


Sonoma County Bar Association


Legal Ethics


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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
-- Recordkeeping
-- Reconciliation

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Margaret Schoop, CPA

Legal Thrive; Schopp & Co., An Accountancy CorporationMs. Schopp has been a CPA for over 20 years beginning her... Read More

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Program Titles and Supporting Materials

This program contains the following components:

IOLTA Accounts: Client Trust Accounting - Video
IOLTA Accounts: Client Trust Accounting - Paper
SCBA Evaluation Form
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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SeminarWeb and Sonoma County Bar Association programs are non-refundable.

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