Best Practices: How to Prepare for Year-End (Audit & Tax)

We are heading for the end of 2024 and that means audit and tax season for funds is quickly approaching.

Ending the year with your finances, documents, and external partners in order can be complicated regardless of the size and stage of your fund. Carta is here to help make your preparations as frictionless as possible. 

Watch this event to hear from leaders at Carta and BDO as they discuss how you can best prepare for this critical time in a firm’s annual cycle. 

In the event we review:

  • Process: What are the important deadlines and milestones?
  • Tax: What to expect and how to be ready.
  • Audit: Steps involved and how you can best prepare.
  • Tools and services: Who should I partner with? What services will make my life easier?

Featuring

Bharath Ramachandran

Assurance Principal
BDO
Heroida Dedushi

Principal
BDO
Madison Sinclair

Assurance Principal
BDO
Chad Wilbur

Head of Auditable Reporting Services
Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services​​. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.