No More K-1 Chaos: Tech That Tames Tax Season

28/04/2025 15 min
No More K-1 Chaos: Tech That Tames Tax Season

Listen "No More K-1 Chaos: Tech That Tames Tax Season"

Episode Synopsis

This week, Jeffrey Cohen, Patton Weber, and our hosts Trent Berry and Jasmine Conner cover how advisors can streamline K-1 season using automation, integration, and industry expertise to ease tax season pressures and enhance client service.
Topics discussed:

The challenges of alternative investment tax reporting and K-1 retrieval
How SS&C Accord automates document management and integrates with Black Diamond Vault
The role of fund administration experience in delivering accurate, reliable tax data

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