May 7 @ 12:00PM ET

CPE Credit Webinar

For Managed Funds & Private Equity
– Introducing the Digital K-1®
and the K1xChange®

 

The preparation and receipt of Schedules K-1 present significant challenges for funds, investors, and tax professionals alike. Delays, inconsistencies and inefficiencies in K-1 processing lead to tax filing complications, increased costs and frustration across the ecosystem. This webinar will explore the key hurdles funds face in K-1 preparation and distribution, including data aggregation, reporting complexities, and investor communication.
We will also introduce the concept of the Digital K-1® and the K1xChange®, innovative solutions designed to streamline K-1 delivery, improve accuracy and enhance the overall tax reporting experience. Attendees will gain insights into how these digital advancements can modernize K-1 processes, reduce delays and create a more seamless flow of tax information between funds and investors.

 

Learning Objectives:

Identify Key Challenges: Understand the common obstacles in the preparation, processing and receipt of Schedules K-1, including delays, manual inefficiencies and data inconsistencies.
Explore Digital Solutions: Learn how the Digital K-1® and the K1xChange® platforms address inefficiencies, enhance data accuracy and improve transparency in fund tax reporting.
Evaluate Impact & Adoption: Discover how funds, tax professionals and investors can leverage Digital K-1® technology to optimize workflows, improve compliance, and expedite tax filings.

Register now
to earn 1 hour of CPE credit !

 

Our Speakers

 


Geralyn Hurd

President/Co-founder, K1x

 

 


Camron Momeni
Tax Technology Transformation Expert, Solutions Engineering Leader, CPA at K1x

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