Laurie,

I will not be able to "attend" as I have to be at a weekend meeting then.

Will you record it for later watching?

These are so very helpful and appreciated.

Thank you,

Ann

Land of Enchantment Financial Partner

---

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Laurie Frederiksen <laurie@bivio.biz>
Sent: Monday, January 8, 2018 11:38 AM
To: The Club Cafe
Subject: [club_cafe] Time to Get Your Ducks in a Row!

 

Stay warm and get ready for taxes!

Your 2017 investment club tax forms need to be filed by March 15, 2018. You won't be able to complete them until you get your 1099 forms in February but you can get most of the work done now. It's time for audit party weekend! January 13 and 14, 2018. It's the perfect time to do the investment club audit we recommend to make sure your records in bivio are correct. Correct records are needed to produce correct tax filings. Once you've established that, your tax preparation will go very quickly in February. Auditing your investment club records is also guaranteed to keep you warm and help you keep from being bored if the weather is keeping you inside. Join us for a webinar on January 13 at 2PM Eastern time where we'll show you how. We'll be around all weekend to help you resolve any issues you find. Register now! Club members have told us they find the audit process very interesting. So put it on the schedule, get this important annual task accomplished and have some fun to boot! Don't forget that 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 spending some time with you! 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 your Federal taxes!

Upcoming Tax Webinars

This webinar is the second of 3 webinars we give to help make sure you know everything you need to prepare your investment club taxes. The final one will be in February and will go through all the details of getting your tax forms filled in: How to Prepare Your Investment Club Taxes - Tuesday, February 6, 2018, 8:00PM Eastern Time Register Now!

I wasn't able to "attend" this meeting.  Is there any way I can find a video of the meeting or get a copy of the notes?

Tks

Laurie,

I will not be able to "attend" as I have to be at a weekend meeting then.

Will you record it for later watching?

These are so very helpful and appreciated.

Thank you,

Ann

Land of Enchantment Financial Partner

---

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Laurie Frederiksen <laurie@biviobiz>
Sent: Monday, January 8, 2018 11:38 AM
To: The Club Cafe
Subject: [club_cafe] Time to Get Your Ducks in a Row!

 

Stay warm and get ready for taxes!
Your 2017 investment club tax forms need to be filed by March 15, 2018. You won't be able to complete them until you get your 1099 forms in February but you can get most of the work done now. It's time for audit party weekend! January 13 and 14, 2018. It's the perfect time to do the investment club audit we recommend to make sure your records in bivio are correct. Correct records are needed to produce correct tax filings. Once you've established that, your tax preparation will go very quickly in February. Auditing your investment club records is also guaranteed to keep you warm and help you keep from being bored if the weather is keeping you inside. Join us for a webinar on January 13 at 2PM Eastern time where we'll show you how. We'll be around all weekend to help you resolve any issues you find. Register now! Club members have told us they find the audit process very interesting. So put it on the schedule, get this important annual task accomplished and have some fun to boot! Don't forget that 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 spending some time with you! 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 your Federal taxes!
Upcoming Tax Webinars
This webinar is the second of 3 webinars we give to help make sure you know everything you need to prepare your investment club taxes. The final one will be in February and will go through all the details of getting your tax forms filled in: 1.   How to Prepare Your Investment Club Taxes - Tuesday, February 6, 2018, 8:00PM Eastern Time Register Now!