IOLTA Accounts: Client Trust Accounting

Published by Sonoma County Bar Association


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

Margaret Schoop, 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, sheand her partner Marina launched Legal Thrive so they can focus on lawyers and law firms.

Originally Published

January 7, 2019

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

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.


This program has not been submitted for credit in any jurisdiction.

Registrants will receive a Certificate of Attendance/Completion that may or may not meet credit requirements in various jurisdictions.

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