Understanding IOLTA Rules & How to Comply

AGENDA/SCHEDULE

4:00-4:10 Welcome & Introductions

Thomas G. Nicholson, Esq., Finneran & Nicholson, P.C., Newburyport, Moderator

4:10-4:50 10 Traps for the Unwary

Jayne Tyrrell, Esq, Executive Director, Mass. IOLTA Committee

4:50-5:00 Q & A

5:00-5:30 What You Should Know About IOLTA Accounting & the BBO

Sara N. Holden, Esq., Brecher Wyner Simons Fox & Bolan, P.C., Newton

5:30-5:40 Q & A

5:40-5:50 Networking Break

5:50-6:20 Best Practices in Bookkeeping

Janet Sargent, Owner, Easy Beans Bookkeeping, Inc, Amesbury

6:20-6:30 Q & A

Attend & Learn:

How long can you keep a retainer?

When can you transfer IOLTA funds?

What are the various ways that the BBO obtains your IOLTA info?

What bookkeeping practices you should implement