Many firms still treat K-1 data as a compliance requirement - something to extract, review, and move on from. But when that data is structured and standardized correctly, it becomes far more than a filing obligation. It becomes an advisory asset.
In this session, we will talk about how recent tax law updates, including the One Big Beautiful Bill Act, give us an opportunity to move beyond compliance and into more meaningful, client-centered advisory work.
Your firm won't grow just because you want it to; it requires the kind of disciplined, intentional approach that Jane Woodling of Marketri lays out in this episode.
While concerns remain about the profession's pipeline of new accountants, Cathy Moy, chief people officer at BDO USA, sees plenty of ways to keep it full.
