Preparing For Investment Club Tax Season - What You Should Do Now To Get Ready
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Preparing for Tax Season - What You Should Do Now To Get Ready

Want to avoid any tax season headaches? Take a little bit of time this Sunday evening to think about your investment club taxes so you won't have any surprises when it's time to do them for 2013.

Join us online for an hour on November 17, 2013 at 8:30 PM ET and we'll outline what you'll need to know about the 2013 tax season and what you can do now to make sure you're ready.

The new cost basis reporting and the new form 8949 you will need to fill out makes it more important than ever to understand what you need to do to verify that your club records agree with your brokerage.

A little time now means you can go into the holiday season comfortable that your club will be prepared and tax season will be simple and free of stress.

We'll discuss:

  • Filing requirements
  • A brief overview of the tax preparation process
  • Important dates
  • Getting your records ready
  • Cost basis reporting issues you need to address as soon as possible
  • The scope of the bivio program when it comes to tax preparation
  • Tax loss harvesting
  • Things to take care of prior to the end of the calendar year

We encourage all members of your clubs to join us. Taxes aren't only the treasurer's responsibility! Everyone who is a member of the club is responsible for making sure that correct taxes are filed.

It's online, it's free and everyone is invited but space is limited.

Register Now To Join Us!

Looking forward to sharing an evening with you all!

PS. Don't pay any attention to emails from others encouraging you to buy a "Tax Printer". Since you're a bivio subscriber, you have nothing extra you need to purchase to file your Federal taxes!

What's Happening!

Here are links to some recent posts on topics of interest to your investment club. Get them quickest by joining our Club Cafe discussion list or following us on Facebook, Twitter, or Google Plus.

Here's some of the topics of recent discussions:

Looking For A Club In The Kansas City Area

IRS Warns of Phone Scam

Learning More About Mutual Funds

Transferring Stock Into An Investment Club

Why We Do What We Do

NWSA and FOXA Reorganization

Canadian Backup Withholding Form

Slides From Small Cap Presentation

And Much More....

We'd love to have you join us!

See you online!
Your friends at bivio

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