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

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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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