Register Now for bivio Investment Club Audit and Tax Preparation Webinars!
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Your 2023 investment club tax forms need to be filed by March 15, 2024. 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. The first step in preparing correct taxes is auditing your club records. Correct bivio records are needed to produce correct tax filings. Once you've done an audit your tax preparation will go very quickly in February. Join us for Audit Party weekend, January 13 and 14, 2024. It's the perfect time to do your investment club audit. You'll be inside and warm. We're doing a webinar on Saturday, January 13 at 1PM Eastern time where we'll show you how. We'll also be available all weekend to help you resolve any issues you find. Many club members have told us they find the audit process very enjoyable. You shouldn't have any problem finding enough helpers, and a celebration when you are done is certainly in order. 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 club's Federal taxes in February! | |
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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:
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Upcoming Tax Webinars