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

Disclaimer

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.