Family Office & Private Wealth Management: What You Need to Know About the Digital K-1

For years, the legacy K-1 reporting process has been a headache for both family offices and private...

Using AI to Automate the K-3 Process

You probably know better than anyone that international tax filing is filled with complexities,...

How Two Companies Successfully Navigated the Complex 990 Process

Tackling the intricacies of Form 990 can be a daunting task. Filled with complex reporting...

How Three Companies Successfully Streamlined and Simplified the Complex K-1 Process

The K-1 tax form is notorious for its complexity and the challenges it presents to organizations,...

Can ChatGPT and AI Automate Analysis of K-1s?

ChatGPT has brought generative artificial intelligence (AI) into the mainstream. Created by OpenAI,...

Four Tips to Improve How You Receive K-1s

If you represent an institutional investor, bank, family office, or sovereign wealth organization...

Top Tax Myths: "If you’ve seen one K-1, you’ve seen ONE K-1"

This is a common phrase in the tax world and it is a nod to the fact that no two partnership K-1...

Top Tax Myths: "We know our ROI"

Investment leaders will definitely know the return on their investments. In fact, they’ll be able...

Top Tax Myths: "K-1s are an accounting and tax department problem"

Is the K-1 a tax document or is it an informational report? This is actually quite a philosophical...

Top Tax Myths: "Portals have helped the K-1 problem."

This myth squarely falls into the standard tax retort of “it depends.” The response you get is...