Best Practices: How to Prepare for Year-End (Audit & Tax)

We are heading for the end of 2024 and that means audit and tax season for funds is quickly approaching.

Ending the year with your finances, documents, and external partners in order can be complicated regardless of the size and stage of your fund. Carta is here to help make your preparations as frictionless as possible.

Watch this event to hear from leaders at Carta and BDO as they discuss how you can best prepare for this critical time in a firm’s annual cycle.

In the event we review:

Process: What are the important deadlines and milestones?
Tax: What to expect and how to be ready.
Audit: Steps involved and how you can best prepare.
Tools and services: Who should I partner with? What services will make my life easier?

Featuring

Bharath Ramachandran
Assurance Principal
BDO

Heroida Dedushi
Principal
BDO

Madison Sinclair
Assurance Principal
BDO

Chad Willbur
Head of Auditable Reporting Services
Carta