News & Updates
Insights that help you lead
Practical guides to support your financial journey and updates from our team at the bank.
How to Effectively Manage an Attorney Escrow Account
An attorney escrow account plays a crucial role in legal and real estate transactions by safeguarding client funds until all agreed-upon conditions are met. It...
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What Is the Best Bank for Attorneys?
Legal practices handle financial responsibilities that go far beyond a typical business, which is why many attorneys search for the best bank for attorneys, not...
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IOLTA Account Rules vs Other Trust Accounts
Law firms have a responsibility to safeguard funds belonging to clients, whether held briefly or for extended periods. To do this, attorneys must understand the...
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How to Open an IOLTA Account Online: The Step-by-Step Process
Attorneys are ethically and legally obligated to keep client funds separate from firm operating accounts. That’s where IOLTA accounts come in. Short for “Interest on...
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IOLTA Accounts vs Attorney Trust Accounts: What’s the Difference?
Law firms across the United States are legally and ethically required to safeguard client money using dedicated accounts known as attorney trust accounts. For many...
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IOLTA Account Meaning: Everything You Need to Know
An IOLTA account is more than just a regulatory requirement—it’s a vital part of how legal professionals manage client funds and support public interest law....
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How to Do a Reverse 1031 Exchange
A standard 1031 exchange allows real estate investors to defer capital gains taxes by selling one investment property and purchasing a like-kind replacement. But what...
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What Happens When You Sell a 1031 Exchange Property?
A 1031 exchange is a powerful tool that allows investors to defer capital gain taxes when selling investment property, as long as they reinvest in...
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2025 Collective Impact Giving Recipient: Stache Strong
We are proud to announce that Stache Strong, a non-profit organization dedicated to brain cancer research and awareness, has been selected as the 2025 recipient...
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How Long Do You Have to Rent a 1031 Exchange?
Executing a 1031 exchange is a powerful way to defer capital gains taxes when selling an investment property, but it’s not without rules. The IRS...
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