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Getting Ready For Tax Season - Webinar Posted

Hi everyone,

The transcript and a recording of the webinar that was given last night is now posted. You can find it here:

Getting Ready For Tax Season

One big take away is to get started on confirming the cost basis and gains/losses from each of the stock sales you've had in 2014. If the information doesn't agree between your broker and bivio, it can take a while to get your records straightened out. The sooner you find any issues, the more time you have to get any help you might need from us.

How to check cost basis is discussed in the webinar.

Laurie Frederiksen
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www.bivio.com

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Laurie, how long is the webinar?

Sent from my iPhone

On Nov 20, 2014, at 7:08 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Hi everyone,

The transcript and a recording of the webinar that was given last night is now posted.  You can find it here:

Getting Ready For Tax Season

One big take away is to get started on confirming the cost basis and gains/losses from each of the stock sales you've had in 2014.  If the information doesn't agree between your broker and bivio, it can take a while to get your records straightened out.  The sooner you find any issues,  the more time you have to get any help you might need from us.

How to check cost basis is discussed in the webinar.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

It's just shy of 40 minutes.


On Thu, Nov 20, 2014 at 12:12 PM, Steve Foster <foster.911@sbcglobal.net> wrote:
Laurie, how long is the webinar

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe


Thanks, Laurie.
 
I had planned to attend, but had to skip it due to other things. As John Lennon sang, "Life is what happens to you while you're busy making other plans."
 
Glad I can review the webinair to get ready for an audit we are doing after the new year.
 
Peg Wentworth
 
Sent: Thursday, November 20, 2014 10:08 AM
Subject: [club_cafe] Getting Ready For Tax Season - Webinar Posted
 

Hi everyone,

The transcript and a recording of the webinar that was given last night is now posted.  You can find it here:

Getting Ready For Tax Season

One big take away is to get started on confirming the cost basis and gains/losses from each of the stock sales you've had in 2014.  If the information doesn't agree between your broker and bivio, it can take a while to get your records straightened out.  The sooner you find any issues,  the more time you have to get any help you might need from us.

How to check cost basis is discussed in the webinar.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe