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011. 5 Tips to Deliver Investor K-1s Faster

011. 5 Tips to Deliver Investor K-1s Faster

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 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.
  • Having a clear timeline and effective communication with the tax team can help overcome roadblocks.
  • Choosing the right CPA firm that has efficient workflow management systems and prioritizes timely completion of returns is crucial.
  • Notion automation and Markdown can streamline workflow and improve efficiency in managing tasks and documents.

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