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blog

Talli Blog

4 min read

How to Pass a CTAPP Trust Account Audit

Pass your CTAPP trust account audit with confidence. Learn reconciliation, IOLTA compliance, recordkeeping, and audit-ready controls.
The Talli Team
June 17, 2026
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4 min read

Law Firm Trust Accounting: A Guide for CPAs

Learn law firm trust accounting best practices for CPAs, including IOLTA compliance, three-way reconciliation, fund segregation, and audit readiness.
The Talli Team
June 17, 2026
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4 min read

How to Pay Claimants Directly: Fixing the Settlement-to-Claimant Gap

Reduce settlement payment delays with direct claimant payouts, digital disbursement, fraud controls, and higher redemption rates than checks.
The Talli Team
June 17, 2026
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4 min read

Qualified Settlement Funds (468B): Setup, Taxes, and Disbursement

Learn how Qualified Settlement Funds (468B) work, including setup requirements, tax rules, and compliant disbursement for complex settlements.
The Talli Team
June 17, 2026
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4 min read

Trust Account vs. Qualified Settlement Fund: Where Settlement Money Should Sit

Compare trust accounts vs Qualified Settlement Funds, tax impacts, compliance risks, and when each structure is best for settlement payments.
The Talli Team
June 17, 2026
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