How To Make Your Investment Club Tax Season as Difficult as Possible
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Preparing for Investment Club Tax Season
What you need to do now to get ready

Preparing Taxes

Who wants investment club tax season to be difficult or stressful? We suspect none of you would answer yes to that question. We want to make sure you don't have to!

Give a little thought now to your investment club taxes and you'll ensure your tax season goes quickly and smoothly. Of course, if you prefer to have a difficult time and not think about this, feel free to ignore this email.

For those who'd like to be ready, we're providing a webinar to help you get prepared on Tuesday, November 17, 2015 at 8:30PM Eastern Time.

We'll outline what you'll need to know about the 2015 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. You can do checks now that will let you address problems before they create delays when it's time to do your taxes.

In the webinar, we'll discuss:

  • Investment Club tax filing requirements
  • A brief overview of the tax preparation process
  • Important deadline dates
  • Getting your records ready
  • Cost basis reporting issues you'll want to address now to avoid filing delays
  • 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 2015 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!

Upcoming Tax Webinars

Getting Prepared is the first of 3 webinars we'll be giving to help make sure you know everything you need to prepare your investment club taxes. We'll also be doing these webinars early in 2016:

  1. How to Do an Investment Club Audit - Saturday, January 16, 2016, 2PM Eastern Time

    Register Now!

  2. How to Prepare Your Investment Club Taxes - Tuesday, February 9, 2016, 8:30PM Eastern Time

    Register Now!

See you online!
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