Hi everyone!

Register now and join us for the bivio How To Prepare Your Investment Club Taxes webinar on Tuesday, Feb. 13, 2024 at 8:00 PM Eastern Time. Here's the link:

https://www.bivio.com/club_cafe

You'll see how easy it is to use bivio to e-file your club's federal return with the IRS, and, NEW for 2023, California state returns will be e-filed too!

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. And you will learn about the new reporting requirements that some clubs will face. If you've never done taxes or you'd just like a refresher, you're sure to find this helpful. Register anyhow, even if you can't join us on the 13th, and you will be notified when you can view the webinar recording posted on our website.

We at bivio are hard at work on the 2023 tax software and will let you know just as soon as it is released!

Becky Kruse
bivio