K-1s Without the Chaos: Deliver Timely, Accurate Investor Reporting and Maximize Investor Relations
Originally published on January 26, 2026
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.
James Moore real estate tax experts Daniel Roccanti and Kyle Paxton 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.
Presenters:
Daniel Roccanti, CPA, Director (and Real Estate Services team leader)
Kyle Paxton, CPA, Director
