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

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

Streamline the K-1 season with automation and expertise that saves time and reduces stress.

Show notes

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

Hosts

Jasmin Conner

Jasmin Conner

Trent Berry

Trent Berry

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Guests

Patton Weber

Patton Weber

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Jeff Cohen

Jeff Cohen

Jeff Cohen is a Senior Director at SS&C with over 15 years of experience in fund administration, including the past eight years with the firm. As part of the WAS business unit, Jeff leads a fund administration team dedicated to servicing hedge fund and private equity clients. In addition to his leadership role, he also oversees SS&C Accord, ensuring the delivery of efficient and scalable solutions that support clients’ operational and reporting needs.

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