Procopio, Cory, Hargreaves & Savitch LLP’s Post

As we get closer to the 4th of July, here are a few tips... Wishing everyone a happy and safe 4th of July!

EPISODE: K1x - The Rise of the Digital K-1 (TM) In a galaxy burdened by antiquated analog processes and outdated OCR scanning tools, the innovative force of K1x emerges. Armed with its patented, AI-powered SaaS automation and collaboration platform, K1x is on a mission to revolutionize the universe of alternative investments from its secret and secure base in the cloud. By digitizing and distributing IRS Schedules K-1, K-3, and 990 data, K1x connects a diverse network of investors, advisors, tax software, portals, accounting firms, and even the IRS and state taxing authorities across the galaxy, fighting the evil forces of complex, manual tax compliance, unforgiving deadlines, and unsustainable volumes.

Back home safe is the most important. 14 years....

Happy belated 4th of July! What does freedom mean to you? I personally grapple a bit with the holiday, possibly because "freedom" in our country is complicated and delicate. I wouldn't begin to unpack that here. For each of us as individuals, we may have different perceptions and struggles with our own freedom(s). A message I heard over the weekend got me thinking about where I'm "free" and where I struggle. For many of us, maybe we struggle with freedom from: - Anxiety - Regret - Guilt - Addiction - Our phones - Doing things the way we've always done it - LinkedIn (ha, just had to throw that in there...social apps in general) - And so many more... These can affect us personally and professionally - more than we realize. At Peak Advisory Consulting, LLC we try to be a little better each day, for ourselves, our loved ones, our team, and our clients. Hopefully we can all find ways to unlock freedom in our day to day, and get help where we need it.

As you start your first day of March

We are undergoing a lot of change during the end of Q4 Lots of content coming

Is this you? Don't fall into the easy trap of sending "check in" emails to see where the sale stands. I know I have. That said, tailored engagement shouldn't stop when the sale isn't "now"! Interactive product tours are a very powerful tool to keep buyers engaged and informed, especially when they're not ready to purchase "at this time". By offering ongoing access to product functionality and updates, you can ensure that when the time comes, your buyers are equipped with the knowledge they need to make informed decisions. Stay connected, stay engaged, and keep your buyers in the loop! P.S. Rabbit Rabbit

Currently in the world where everything you set your mind to can possibly be achieved.

✍️ It is advisable to take notes, as your memory may not always be reliable

according to time