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When K-1s run late, the pressure ramps up.
Late K-1s frustrate investors, damage your firm’s reputation and bog down your staff with follow-up emails and avoidable chaos. And when capital raising time comes, disorganization lingers in memory. If you’ve ever thought “there has to be a better way,” you’re right — and we’re going to show it to you.
Join James Moore real estate tax experts Daniel Roccanti and Kyle Paxton as they break down a smarter, repeatable approach to K-1 season. You’ll learn how to deliver faster, reduce rework, and meet investor expectations without sacrificing your sanity (or your evenings).
You’ll Learn How To:
- Deliver K-1s on time so your investors stay confident (and your team stops reacting in April and starts leading in January).
- Cut down on follow-up questions with reporting that answers what investors actually need to know and shows you're on top of things.
- Build trust year-round by demonstrating your firm is organized, proactive and investor-focused all year, not just during tax season.
- Support future fundraising by creating a track record of transparency and responsiveness investors remember when it matters most.
We’ve seen the pressure. And we’ve built the process to fix it.
Our real estate-focused tax pros aren’t just here to file forms. We’ve helped countless firms shift from K-1 chaos to clarity. That means giving you a roadmap to accurate, timely delivery, not generic tips. And because we work closely with real estate operators and fund managers year-round, we know what today’s investors expect, what they’ll tolerate... and what they’ll remember.
Meet Your Hosts
Daniel Roccanti, CPA
An expert in structuring and tax strategy for real estate funds, Daniel helps clients simplify complexity and deliver timely, investor-focused reporting.
Kyle Paxton, CPA
Kyle advises firms with multi-entity portfolios, helping them stay compliant, maximize tax efficiency, and meet investor expectations with precision and clarity.
Built for confidence, clarity, and investor trust
Managing a real estate fund today requires more than accurate books. Investors expect timely reporting, regulators expect precision, and market conditions demand judgment.
James Moore works with real estate fund managers and family offices who need their accounting, tax, and advisory support to keep pace with increasingly complex portfolios, while reinforcing confidence with investors and stakeholders.
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All content provided in this webinar is for informational purposes only. Matters discussed are subject to change. For up-to-date information on this subject, please contact a James Moore professional. James Moore will not be held responsible for any claim, loss, damage or inconvenience caused as a result of any information within this session or related materials.