We are well on our way to the end of the 2024|2025 tax year and that means audit and tax season is quickly approaching. Ending the year with all of your finances, documents, and external partners in order can be a complicated process regardless of the size and stage of your fund. Our goal at Carta is to help make your preparations as seamless as possible.
Tune in or watch the recording to learn how executives from Carta, Alex Simpson from BDO and Lewis Tompkins at RSM think about internal prep and alignment for this critical time in a fund’s annual cycle.
Watch now for actionable insights into best practices and a better understanding of how to tackle this critical time of the year effectively.
