Start Your Investment Club Tax Preparation Now!

Avoid delays in filing!

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Your 2019 investment club tax forms need to be filed by March 16, 2020. You won't be able to finalize them until you get your 1099 forms in February but you can get most of the work done now.

The first step in preparing correct taxes is auditing your club records. Correct bivio records are needed to produce correct tax filings. Once you've done an audit and verified that, your tax preparation will go very quickly in February when the tax program is released. You can do an audit right now!

To get started, join us for audit party weekend, January 11 and 12, 2020. It's the perfect time to do your investment club audit. You'll be inside and warm. It's a great snow day activity!

We're doing a webinar on January 11 at 1PM Eastern time where we'll show you how. We'll also be around all weekend to help you resolve any issues you find.

Register now!

Many club members have told us they find the audit process very enjoyable. You shouldn't have any problem finding enough helpers, especially if you plan a party to celebrate when you are done. So put it on the schedule, get this important annual task accomplished and have some fun to boot!

Don't forget that 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.

Looking forward to spending some time with you!

PS. Don't pay any attention to emails from others encouraging you to buy a "Tax Printer". If you have an active bivio subscription, you have nothing extra you need to purchase when it's time to prepare your Federal taxes!

Upcoming Tax Webinars

This webinar is the second of 3 webinars we give to help make sure you know everything you need to prepare your investment club taxes. The final one will be in February and will go through all the details of getting your tax forms filled in:

  1. How to Prepare Your Investment Club Taxes - Tuesday, February 11, 2020, 8:00PM Eastern Time

    Register Now!

See you online!
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