Working with affluent clients often means working with their complex entity investments. Over the last two years we have seen multiple changes to Form 1065 Schedule K-1 that complicate the movement of items to the Form 1040. This workshop will focus on those changes and the significance of items that often cause frustration when moving the information from the K-1 to the 1040.
Identify items from Schedule K-1 that have been added or changed for 2019 filed returns
Discuss selected items that tend to cause more confusion when integrating the K-1 information into the Form 1040