Our regular webinars provide you with lots of useful information to help with your club operations and your investing. Join in to just listen or ask us your questions live. They're all free and everyone is invited to attend!
Do you know you should be doing a yearly audit but you're not quite sure how to do it and you never manage to get it on your calendar?
Join us to get ready for tax time and accomplish your New Years resolution of making sure your club records are accurate and up to date. We've put together a "Cookbook" your club can use to do an audit of your bivio records. Put January 18 on your calendar and let's work on it together. In fact, lets make it a party!
Join us for our annual Audit Party weekend. We'll be doing a webinar on how to do your audit and we'll be available all weekend to help you resolve any issues that you find.
Preparing Your Investment Club Taxes
February 9, 2014 8PM ET
This presentation discusses in depth the steps you should follow to prepare your investment club taxes. We'll show you how to do a Shedule D review, what the tax interview looks like, what forms you'll be preparing and how to review them, how to make last minute 1099 adjustments to your bivio accounting and how to file your forms.
If you've never done taxes or you'd just like a refresher, make sure to plan to attend.