For the first time, firms of all sizes can bring Big 4–level sophistication to the K-1s that usually slow everything down. In this live, practical walkthrough, you’ll see how Juno and K1x work together inside a real firm workflow to turn complex, high-risk K-1 packages into validated data you can prep and review with confidence.
What You’ll Learn:
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A live walkthrough of how complex K-1 data flows from source documents into Juno workpapers
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How K-3, 199A, UBTI, and all-state schedules are extracted, validated, and included directly in the binder
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What prep looks like when layered entities and supplemental statements are handled before you touch the return
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How review changes when you are evaluating judgment and risk instead of chasing numbers across PDFs
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What it actually looks like when Big 4–level K-1 handling shows up in a firm without adding staff or extra process
Speakers:
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Dave Haase, CPA, CEO and founder of Juno
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Camron Momeni, CPA, VP Solutions Engineering at K1x
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Evan Stich, CPA, CMPD Wealth Advisory & Tax and Juno customer
