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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!

Preparing Your Investment Club Taxes

investment club taxes

This presentation discusses in depth the steps you should follow to prepare your investment club taxes. It shows you 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.

If you've never done taxes or you'd just like a refresher, you're sure to find this helpful.

Presentation and Recording available here

Audit Party!

Audit Party!

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?

Time to get ready for tax time and accomplish your New Years resolution of making sure your club records are accurate and up to date. Find out how in this presentation.

We've put together a "Cookbook" your club can use to do an audit of your bivio records and we show you exactly how to use it.

Presentation and Recording available here

Getting Prepared for Tax Season - End of Year Tasks

Be Prepared!

Your 2016 investment club tax forms will need to be filed by March 15, 2017. This is a month earlier than you've had to get them filed in the past. Make sure you close out 2016 in good shape and you won't have any problems meeting the new deadline.

This webinar gives you an overview of things your investment club should think about and address before the end of the 2016 calendar year to get ready.

Recording and Presentation available here

More Tax Topics


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Club Meeting Meeting Educational Topic Presentations






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