May 20 @ 12:00PM ET
CPE Credit Webinar
Institutional Investors: Surviving Alternatives & Their Tax Implications
Institutional investors face unique challenges when managing tax reporting for alternative investments. The complexity and delayed receipt of Schedules K-1 create operational bottlenecks, impact tax compliance timelines and introduce risk into financial planning. With increasing allocations to private equity, hedge funds and other alternative assets, investors need more efficient solutions to navigate the burdensome K-1 process.
This webinar will delve into the tax reporting pain points institutional investors experience and introduce innovative solutions: the Digital K-1® and K1xChange®. These technologies aim to modernize K-1 processing, providing faster access, improved accuracy and streamlined data integration for investors and their tax teams. Join us to explore how digital transformation can mitigate tax reporting challenges and optimize your approach to alternative investment operations.
Learning Objectives:
Understand Tax Challenges in Alternatives: Examine the tax reporting hurdles institutional investors face with Schedules K-1, including delayed distributions, data inconsistency and reconciliation burdens.
Discover Digital K-1 Solutions: Learn how the Digital K-1® and the K1xChange® platform improve accessibility, enhance accuracy and reduce inefficiencies in tax reporting for alternative investments.
Optimize Tax Workflows: Explore strategies to integrate Digital K-1® solutions into your institutional investment operations, enabling faster filings, improved compliance and reduced administrative burden.
Register now
to earn 1 hour of CPE credit !
Our Speakers
Geralyn Hurd
President/Co-founder, K1x
Danielle Tewes
SVP Strategic Accounts at K1x
44
OF TOP 100
largest investors
in the country
20
OF TOP 25
accounting
firms
45
OF TOP 100
university
endowments
7
OF TOP 40
healthcare
systems
11
OF TOP 100