Your 2023 investment club tax forms need to be filed by March 15, 2024.
You shouldn't have any problem meeting the deadline if you plan ahead.
On Monday, December 4, 2023 at 8:00PM Eastern Time, join us online for a webinar where we'll go over what you can expect during the 2023 tax season.
There are checks you can do now that will give you time to address any problems in a timely manner. Why wait until the last minute and risk delays?
In the webinar, we'll discuss:
Investment Club tax filing requirements
A brief overview of the tax preparation process
Important deadline dates
Getting your records ready
Cost basis reporting issues you can and should address now
Types of investments that will cause you problems with tax preparation
Tax loss harvesting
What's new for 2023
Things to take care of prior to the end of the 2023 calendar year
We encourage all members of your clubs to join us. Taxes aren't only the treasurer's responsibility! Everyone who is a member of an investment club is responsible for making sure that correct taxes are filed.
It's online, it's free and everyone is invited but space is limited.
Looking forward to sharing an evening with you all!
PS. Don't pay any attention to emails from others encouraging you to buy a "Tax Printer". If you have an active bivio subscription, you have nothing extra you need to purchase when it's time to prepare and e-file your Federal taxes!
Upcoming Tax Webinars
Getting Prepared is the first of 3 webinars we'll be giving to help make sure you know everything you need to prepare your investment club taxes. We'll also be doing these webinars early in 2024. Look for registration information soon.
How to Do an Investment Club Audit - Saturday, January 13, 2024, 1PM Eastern Time
How to Prepare Your Investment Club Taxes - Date To Be Determined
---------------------- See you online! Your friends at bivio
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