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Client alert · August 2026

Measuring What Matters

A KPI is a claim about the objective, not the objective.

Tax KPIs · Fund operations · Reporting

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This alert is for general information only and is not tax, legal, investment, or accounting advice. Consult your own advisers before acting. Carlos Schmidt, CPA · Managing Member · carlos@lapresallc.com · (917) 558-6393.