IOLTA Trust Account

Grab a Pen and Some Paper - You'll Want to Take Some Notes

Whether you saw IOTA or IOLTA or po-tay-to or po-tat-o it’s all the same thing just a different way to say it.

This video provides valuable information to come back to over and over. 

By the end of this video you’ll learn:

  • How to open a trust account and obtain your EIN number.
  • Fees and costs associated with the trust account.
  • How to use the trust account as the financial management tool it was meant to be.
  • Recommendations on how to avoid problems that could come with an IOLTA trust account.