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Case brief

Cedar Ridge Partners LLC

Cedar Ridge Partners sent a messy year-end packet with financials, bank support, prior-year notes, diagnostics, and a few extra documents that may not matter. The 1065 is partially prepared, but Schedule L does not tie and partner capital needs review.

Time

35 min

Level

Beginner

Entity

Partnership

Skills

Schedule LPartner capitalSource document reviewK-1 flowLoan tie-out

Documents

17

Checks

6

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