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Preparing Your Investment Club Taxes

New for 2024 Tax Year!

Click HERE to register today to attend the 2024 bivio Getting Ready for Investment Club Taxes! webinar on Thursday, February 13, 2025 at 8:00 p.m. EST

This presentation will discuss all the steps you need to follow to prepare your annual investment club tax returns for tax year 2024.

You can download a PDF of last year's 2023 tax year presentation handouts here


2023 Webinar Video

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