Want to avoid any tax season surprises? Take a little bit of time this Sunday evening to think about your investment club taxes so you won't have any surprises when it's time to do them for 2013.

Join us for an hour on November 17, 2013 at 8:30 PM ET and we'll outline what you'll need to know about the 2013 tax season and what you can do now to make sure you're ready.

The new cost basis reporting and the new form 8949 you will need to fill out makes it more important than ever to understand what you need to do to verify verify that your club records agree with your brokerage.

A little time now means you can go into the holiday season comfortable that your club will be prepared and tax season will be simple and free of stress.

We'll discuss:

• Filing requirements
• A brief overview of the tax preparation process
• Important dates
• Getting your records ready
• Cost basis reporting issues you need to address as soon as possible
• The scope of the bivio program when it comes to tax preparation
• Tax loss harvesting
• Things to take care of prior to the end of the 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 the 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.

Register Now To Join Us!

Looking forward to sharing an evening with you all!

PS. Don't pay any attention to emails you may be receiving encouraging you to buy a "Tax Printer". Since you're a bivio subscriber, you have nothing extra you need to purchase to prepare your Federal investment club taxes!

Want to avoid any tax season surprises?  Take a little bit of time this Sunday evening to think about your investment club taxes so you won't have any surprises when it's time to do them for 2013.

Join us for an hour on November 17, 2013 at 8:30 PM ET and we'll outline what you'll need to know about the 2013 tax season and what you can do now to make sure you're ready.

The new cost basis reporting and the new form 8949 you will need to fill out makes it more important than ever to understand what you need to do to verify verify that your club records agree with your brokerage.

A little time now means you can go into the holiday season comfortable that your club will be prepared and tax season will be simple and free of stress.

We'll discuss:

• Filing requirements
• A brief overview of the tax preparation process
• Important dates
• Getting your records ready
• Cost basis reporting issues you need to address as soon as possible
• The scope of the bivio program when it comes to tax preparation
• Tax loss harvesting
• Things to take care of prior to the end of the 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 the 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.

Register Now To Join Us!

Looking forward to sharing an evening with you all!

PS.  Don't pay any attention to emails you may be receiving encouraging you to buy a "Tax Printer".  Since you're a bivio subscriber, you have nothing extra you need to purchase to prepare your Federal investment club taxes!