Is Your Investment Club Ready For Tax Season?
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Preparing for Investment Club Tax Season
What you need to do now to get ready

Preparing Taxes

Want to avoid any tax season headaches?

Take a little bit of time to join us for a webinar on Wednesday, November 19,2014 at 8:30PM ET. It's time to give some thought to your investment club taxes so you can make sure to address anything that needs to get done before the end of the calendar year.

We'll outline what you'll need to know about the 2014 tax season and what you can do now to make sure you're ready.

The new cost basis reporting rules make it more important than ever to understand what you need to do to verify that your club records agree with your brokerage. Get any problems addressed now and breeze through tax season quickly.

We want you to enjoy the holiday season feeling 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
  • Types of investments that will cause you problems with 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 an investment 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 prepare your Federal taxes!

Transferring Stock to Fund a Withdrawal

Da Demo Club PictureThere are tax advantages to transferring shares of stock that have gone up in value if someone in your club withdraws.

Da Demo club recently paid a withdrawal this way. Here is a description of the steps they followed. You can use it for reference if you're going through your own decision making process:

Transferring Stock to Pay a Withdrawal

See you online!
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