Events
The K-1 Bottleneck: Why Complex Tax Data Breaks Your Workflow
Wednesday, July 29 at 1–1:45 pm ET
Hosted By:
Kindel Meek, Strategic Account Manager, Truss
Camron Momeni, SVP Client Experience, K1X
About Event
Join us to learn why K-1s create delays, rework, and review bottlenecks inside tax workflows.
We’ll cover how complex partnership, trust, and investment data can break standard intake and prep processes.
You’ll also walk away with practical ways firms can reduce manual handling, improve visibility, and move complex returns through the workflow faster.
Fill out the info form