Year-End Planning Part Two: What Happens Before the Books Close
Update: 2025-11-11
Description
As the year winds down, the Mara Poling finance team is hard at work behind the scenes. In this episode, Lauren Torres and Lauren Messina share how asset managers prepare for year-end — from reviewing property performance and reconciling financials to producing tax returns and K-1s. We'll discuss all the to-do's that have to happen to ensure investors receive all they need to file their taxes accurately and on-time.
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