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Year-End Planning Part Two: What Happens Before the Books Close

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Manage episode 518896060 series 2287063
Content provided by Presented by Mara Poling. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Presented by Mara Poling or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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As the year winds down, the Mara Poling finance team is hard at work behind the scenes. In this episode, Lauren Torres and Lauren Messina share how asset managers prepare for year-end — from reviewing property performance and reconciling financials to producing tax returns and K-1s. We'll discuss all the to-do's that have to happen to ensure investors receive all they need to file their taxes accurately and on-time.

  continue reading

379 episodes

Artwork
iconShare
 
Manage episode 518896060 series 2287063
Content provided by Presented by Mara Poling. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Presented by Mara Poling or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

As the year winds down, the Mara Poling finance team is hard at work behind the scenes. In this episode, Lauren Torres and Lauren Messina share how asset managers prepare for year-end — from reviewing property performance and reconciling financials to producing tax returns and K-1s. We'll discuss all the to-do's that have to happen to ensure investors receive all they need to file their taxes accurately and on-time.

  continue reading

379 episodes

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