Hi everyone,

December is flying by. If you missed last week's bivio "Getting Ready for Tax Season" webinar, now would be a good time to watch it. We're glad so many of you could attend. You can find the webinar and the handouts here:

https://www.bivio.com/site-help/bp/Getting_Ready_For_Tax_Season_Help

Register today for the upcoming bivio "How To Do An Investment Club Audit" webinar to help your club get ready to audit your club's 2024 records. Our webinars are online, they are free and everyone is invited, but space is limited. Register now!

How To Do An Investment Club Audit -- Saturday, January 11, 2025, 1 PM EST. Click here to register:

https://www.bivio.com/club_cafe/home/Public/index.html

Does your club have an audit committee? Sign everyone up and make it a party as you do your club audit together. Doing a thorough audit now will help you have a stress-free tax season. In the webinar we'll outline how to efficiently audit your club's accounting records and then we will be available this "Audit Party!" weekend to answer your questions and help you correct any issues you find as you get ready to file your club's taxes.

Save the date for the third bivio tax season webinar "Preparing Your Investment Club Taxes" on Thursday, February 13 at 8 p.m. EST. Registration will be available soon

See you on January 11!

Becky Kruse
bivio