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Webinar Feb. 7 - How To Prepare Your Investment Club Taxes
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It's almost time to prepare your investment club taxes. Join us for a webinar on Tuesday, Feb. 7, 2017 at 8:30PM Eastern Time 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:

Register Now - February 7, 2017 8:30PM Eastern Time
How to Do An Investment Club Audit

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

2016 Tax Season

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

2016 Tax Season Information

Don't Forget - Filing Due Date Change

Don't forget that there has been a change in the due date for your club taxes. It is no longer April 15. It is:

March 15, 2017 - Investment Club Taxes Due

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