Best Practices: Planning for a Successful Year End

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.

In this recording, executives from Carta, Alex Simpson from BDO, Lewis Tompkins at RSM and Yudi Singh from Future Business Partnership, share how they 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.

Featuring

Alex Simpson
Senior Manager
BDO UK

Lewis Tompkins
Partner
RSM UK Tax

Yudi Singh
Finance Director
Future Business Partnership

Chloe Brown
Senior Manager, Closed End Funds
Carta