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
