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Overview
Practice Smarter, Not Harder
Succeeding in the legal profession takes more than knowing the law - it requires strong organizational skills and a solid grasp of financial best practices. In this course, our seasoned instructors discuss the dos and don'ts of handling trust accounts, tips and tricks for delegating tasks effectively, and much more. Don't miss this opportunity to develop your skill set - register today!
- Examine legal best practices for managing client funds.
- Discover the fundamentals of business accounting.
- Find out how to supercharge your productivity in everyday practice.
- Uncover practical guidance for running a solo or small law firm.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- Know the Rules: Ethically Managing New Jersey Trust Accounts
- What You Need to Know About Business Accounting
- Boosting Efficiency and Productivity in Your New Jersey Law Practice
- Laying the Groundwork for a Well-Run and Compliant New Jersey Law Firm
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| New Jersey CLE |
|
4 Total | 07-28-2026 |
| New York CLE |
|
3.5 Total | 11-12-2028 |
| Pennsylvania CLE |
|
3 Total | 11-12-2027 |
Select Jurisdiction
CLE
Agenda
-
Know the Rules: Ethically Managing New Jersey Trust Accounts
- Differentiating Trust Accounts vs. IOLTA Accounts
- ABA and New Jersey Rules Concerning Trust Accounting and Recordkeeping
- Managing Trust Accounts and Safeguarding Client Funds (Including Recommended Software)
- Handling Settlement Funds and Advance Retainers Properly
- Documenting a Disbursement From a Trust Account
- 5 Worst Mistakes New Attorneys Make With Trust Accounts
-
What You Need to Know About Business Accounting
- Determining Whether You Should Hire an Accountant
- How Often to Reconcile Your Business Accounts
- Tips for Tracking Expenses and Income for a Law Firm
- Tax Obligations and Deductions Specific to Law Offices
- How to Separate Business and Personal Expenses to Ensure Compliance
-
Boosting Efficiency and Productivity in Your New Jersey Law Practice
- The New Lawyer's Guide to Better Client Meetings
- Smart Systems to Help You Stay Organized in Everyday Practice
- Save Time, Prevent Burnout: How to Delegate Tasks More Effectively
- Legal Tech Tools You Didn't Know You Needed
- The Dos and Don'ts of Data Privacy and Cybersecurity
-
Laying the Groundwork for a Well-Run and Compliant New Jersey Law Firm
- Starting a Solo or Small Firm in New Jersey: What You Need to Know
- Hiring a Paralegal or Legal Assistant: Legal Best Practices
- Tips for Structuring Internal Procedures and Attracting New Clients
- How to Stay on Top of Deadlines and Ensure Compliance With Court Requirements
Who Should Attend
This basic, 4-hour CLE online seminar covers essential topics every New Jersey attorney should master. Especially ideal for new attorneys, this course provides practical, skills-based training while satisfying two required subject areas for the first full two-year CLE compliance period: Law Office Management and Business/Trust Accounting. Paralegals may also benefit.
Speakers
Speaker bio
John M. Cinti
is an attorney with the law firm of Mintzer Sarowitz Zeris & Willis LLC, where he has focused his practice on civil litigation, concentrating on personal injury with an emphasis on matters involving catastrophic injury and wrongful death. Additionally, Mr. Cinti has regularly brought his talents to the aid of clients in disputes involving breach of contract and a variety of commercial torts. He also has significant experience in assisting clients in various aspects of insurance coverage, including bad faith claims, declaratory judgment and insurance agent/broker malpractice. Mr. Cinti was designated a Certified Civil Trial Attorney by the New Jersey Supreme Court in 2004. He is a member of the New Jersey State, New York State and Pennsylvania bar associations. Mr. Cinti earned his B.S. degree from the University of Scranton and his J.D. degree from Rutgers University School of Law-Newark.
Speaker bio
Martin H. Abo
, CPA/ABV/CVA/CFF, is managing member of Abo and Company, LLC and a certified public accountant with offices in Mount Laurel, New Jersey and Morrisville, Pennsylvania. He is co-managing member of Abo Cipolla Financial Forensics LLC, an affiliate of the core accounting firm exclusively providing expert witness testimony on financial matters and other litigation support services as well as business valuations. Mr. Abo has comprehensive experience in individual and corporate financial, business and tax planning. His previous experience includes several years with the tax department and audit staff of a Big Four CPA firm, as well as regional firms, before he founded the present enterprise. Mr. Abo assists attorneys to strengthen their cases by clarifying language and economic concepts, preparing useful exhibits and reports, and testifying as an expert witness. Mr. Abo earned his B.S. degree from Syracuse University. He holds the professional designation of Certified Valuation Analyst from the National Association of Certified Valuators and Analysts, and has been awarded the designation of ABV, Accredited in Business Valuation, and CFF Certified in Financial Forensics, by the American Institute of CPAs.
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