Duffy Kruspodin Wins State Bar Approval for California Trust Account Reviews

By AI, Created 7:51 PM UTC, June 01, 2026, /AGP/ – Duffy Kruspodin, LLP has been approved by the State Bar of California to perform CTAPP compliance reviews for attorneys and law firms, adding another CPA firm to the program’s review network. The designation expands the firm’s role in helping legal practices meet trust account oversight and recordkeeping requirements in California.

Why it matters: - The approval lets Duffy Kruspodin perform CTAPP compliance reviews for California attorneys and law firms selected by the State Bar. - The program is designed to strengthen oversight of attorney trust accounts and protect client funds. - Attorneys chosen for review must use a State Bar-approved CPA firm.

What happened: - Duffy Kruspodin, LLP said June 2, 2026, that the State Bar of California approved the firm to conduct Client Trust Account Protection Program compliance reviews. - The firm joins a select group of CPA firms authorized to support lawyers and law firms under the program. - The approval expands Duffy Kruspodin’s ability to serve legal professionals facing California trust account compliance requirements.

The details: - The State Bar created CTAPP as part of its broader oversight of attorney trust account management. - Compliance reviews use State Bar-defined agreed-upon procedures. - Reviews are intended to evaluate compliance with applicable trust account recordkeeping requirements. - Jennifer Stalvey, CPA, program manager in the State Bar’s Division of Regulation, said the approval helps expand the network of qualified CPA firms available to assist attorneys and law firms. - Stalvey also said CTAPP is meant to promote accountability, strengthen trust account oversight, and protect the public. - Duffy Kruspodin’s Assurance Services team provides audit, attestation, and compliance services to organizations in regulated environments. - The firm points to its experience with documentation requirements and professional standards as preparation for CTAPP work. - Duffy Kruspodin has more than 35 years of experience. - The firm provides audit, assurance, attestation, tax, and advisory services to organizations and individuals across California and the United States.

Between the lines: - The approval gives Duffy Kruspodin a foothold in a specialized regulatory service line tied to California legal compliance. - The State Bar appears to be widening the pool of outside firms that can support trust-account oversight while keeping the process standardized. - For law firms, the program creates a formal compliance process that requires outside review rather than internal self-certification. - For CPA firms, CTAPP adds a niche area where assurance and attestation experience can translate into recurring regulatory work.

What’s next: - Attorneys and law firms selected for a CTAPP compliance review can contact Duffy Kruspodin to discuss engagement requirements and the review process. - The firm said it looks forward to helping clients complete reviews efficiently and in line with program requirements. - Duffy Kruspodin directs readers to dk.cpa for more information.

The bottom line: - Duffy Kruspodin’s State Bar approval positions the firm to help California lawyers meet a mandatory trust-account oversight requirement while expanding its regulated-services practice.