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011. 5 Tips to Deliver Investor K-1s Faster
Summary:
In this episode, Brandon and Dylan discuss the roadblocks that can delay the delivery of K-1s to investors. They start by discussing an IRS announcement regarding tax returns and the potential impact of the House bill. They then identify five roadblocks that can hinder the timely delivery of K-1s, including delays in delivering financials to the tax team, processing owner information, third-party reports, and reviewing the final product. They also provide tips for choosing the right CPA firm.
Takeaways:
- Delays in delivering financials, processing owner information, and obtaining third-party reports can hinder the timely delivery of K-1s.
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By Hall CPA
4.9
1212 ratings
Summary:
In this episode, Brandon and Dylan discuss the roadblocks that can delay the delivery of K-1s to investors. They start by discussing an IRS announcement regarding tax returns and the potential impact of the House bill. They then identify five roadblocks that can hinder the timely delivery of K-1s, including delays in delivering financials to the tax team, processing owner information, third-party reports, and reviewing the final product. They also provide tips for choosing the right CPA firm.
Takeaways:
- Delays in delivering financials, processing owner information, and obtaining third-party reports can hinder the timely delivery of K-1s.