Wien & Malkin INVESTORS - Winter 2008

WINTER 2008   VOL. X   NO. 1


With tax season upon us, we'd like to offer a few reminders to investors to help tax preparation and filing proceed as smoothly as possible:

  • To have your tax advisor receive a copy of your K-1 forms, make sure we have his or her e-mail address, fax number or mailing address.
  • A schedule of K-1 estimated completion dates will be available online in early February. Circumstances sometimes require a delay in K-1 completion so that, for example, a legal or tax complexity can be resolved to the best advantage for our investors. Tax filing extensions until October 15 are automatically available to taxpayers.
  • Annual financial reports are no longer automatically sent to you. They are available online and can be printed at wwww.wienmalkin.com via password-protected investor records searches. If you require a hard copy mailed to you, please contact us.

Federal and state tax laws and filing requirements have become far more cumbersome. While Wien & Malkin does everything in its control to deliver statements for filing, the IRS has acknowledged this complex and time consuming process by offering automatic extensions.

Thanks for your cooperation as we prepare more than 13,000 K-1's for investors in as timely and accurate a fashion as possible.


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