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
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
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.
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