---
title: What You Can Do All Year To Streamline Your Tax Prep
description: In today’s fast-paced fund administration landscape, effective tax planning and preparation are crucial for effective time management, reducing costs and ensuring compliance. Watch to learn more about
---

[Skip to content](https://support.verivest.com/knowledge/what-you-can-do-all-year-to-streamline-your-tax-prep#main-content)

English

Show submenu for translations

![Verivest-Logo---Blue-Mark---Dark-Text.png\]](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo---Blue-Mark---Dark-Text.png?height=50&name=Verivest-Logo---Blue-Mark---Dark-Text.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Go to Verivest LLC

 Go to Verivest LLC

 How-to guides and answers from the Verivest team

- There are no suggestions because the search field is empty.

1. [Verivest Support Library](https://support.verivest.com/knowledge?hsLang=en)
2. [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en)
3. [Educational Series-Webinars](https://support.verivest.com/knowledge/manager-support?hsLang=en#educational-series-webinars)

# What You Can Do All Year To Streamline Your Tax Prep

In today’s fast-paced fund administration landscape, effective tax planning and preparation are crucial for effective time management, reducing costs and ensuring compliance.

Watch to learn more about:  
• Best Practices for Timely Documentation: Understand the importance of essential documentation and record-keeping practices that can simplify your tax prep and reduce CPA fees.  
• Year-Round Tax Strategies: Learn proactive tax planning opportunities to minimize liabilities and provide strategic benefit to investors  
• Tax Law Updates: Stay informed about the latest changes in tax legislation that could impact your fund and investors.

Whether you’re a seasoned fund manager or accountant, this webinar will equip you with the knowledge and tools necessary to kick start your year-end tax planning. 

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/koHhkY2UPAg?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen title="What You Can Do All Year to Streamline Your Tax Prep" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

- [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en#main-content)

    - [Getting Started](https://support.verivest.com/knowledge/manager-support?hsLang=en#getting-started)
    - [Using the Manager Portal](https://support.verivest.com/knowledge/manager-support?hsLang=en#using-the-manager-portal)
    - [Investor Management](https://support.verivest.com/knowledge/manager-support?hsLang=en#investor-management)
    - [Managing Investments](https://support.verivest.com/knowledge/manager-support?hsLang=en#managing-investments)
    - [Educational Series-Webinars](https://support.verivest.com/knowledge/manager-support?hsLang=en#educational-series-webinars)
- [Investor Support](https://support.verivest.com/knowledge/investor-support?hsLang=en#main-content)

    - [Welcome](https://support.verivest.com/knowledge/investor-support?hsLang=en#welcome)
    - [Understanding Your Portal](https://support.verivest.com/knowledge/investor-support?hsLang=en#understanding-your-portal)
    - [Managing Your Investment Accounts](https://support.verivest.com/knowledge/investor-support?hsLang=en#managing-your-investment-accounts)
- [Accounting Tools](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#main-content)

    - [Accounting Support](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#accounting-support)

[![Verivest-Logo-Mark-Govenor-Bay-1](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo-Mark-Govenor-Bay-1.png?width=100&height=100&name=Verivest-Logo-Mark-Govenor-Bay-1.png "Verivest-Logo-Mark-Govenor-Bay-1")](http://verivest.com)

Verivest LLC Help Center

Copyright © 2026, Verivest