It's almost time to prepare your investment club taxes. Join us for a webinar on Feb. 8, 2015 at 4PM ET and we'll show you how.

We'll go through all the steps you should follow to use the bivio tax program. You'll see how to do a comparison of your 1099 information with bivio and make any last minute adjustments, what the tax interview looks like, what forms you'll be preparing and how to review them, and how to file your forms.

If you've never done taxes or you'd just like a refresher, you're sure to find this helpful.

It's free and everyone is invited but space is limited, so:

You can't prepare correct taxes if you don't know your bivio records are correct. Here's a link to our recent webinar on conducting a club audit. You'll also find a link to our audit form on this page.

How To Do An Investment Club Audit

2014 Tax Season

Are your club members asking when their tax forms will be ready? Point them to this page:

2014 Tax Season Information

It contains all the information you need to know about negotiating a successful tax season for your club.

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