member access

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!

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2013 Investment Club Tax Program Now Available!

To access the program, go to Accounting>Taxes after you login to your bivio account. Select 2013 from the drop down menu and then follow the steps outlined on the page.

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Preparing Your 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.

The presentation was given on February 9, 2013. You can find a recording and the presentation posted here:

Preparing Your 2013 Investment Club Taxes

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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. We've put together a "Cookbook" your club can use to do an audit of your bivio records.

We demonstrate how to use it in this presentation given on January 18. You can find the recording and the presentation posted here:

Auditing Your Clubs Records

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Getting Prepared for Tax Season - End of Year Tasks

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

The presentation was given on November 17, 2013. You can find the presentation and a recording of it posted here:

Getting Ready for Tax Season

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More Tax Topics

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Ideas for Your Club Meetings

Club Meeting Meeting Educational Topic Presentations

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Links

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Special Trefis Pro Offer for bivio Clubs!

Trefis LogoClub price only $299/year

 

 

 

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