Getting Ready for 2023 Investment Club Taxes!

Investment club taxes due March 15, 2021.

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Start Getting Ready Now

Preparing Taxes

Your 2023 investment club tax forms need to be filed by March 15, 2024.

You shouldn't have any problem meeting the deadline if you plan ahead.

On Monday, December 4, 2023 at 8:00PM Eastern Time, join us online for a webinar where we'll go over what you can expect during the 2023 tax season.

There are checks you can do now that will give you time to address any problems in a timely manner. Why wait until the last minute and risk delays?

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 can and should address now
  • Types of investments that will cause you problems with tax preparation
  • Tax loss harvesting
  • What's new for 2023
  • Things to take care of prior to the end of the 2023 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". If you have an active bivio subscription, you have nothing extra you need to purchase when it's time to prepare and e-file 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 2024. Look for registration information soon.

  1. How to Do an Investment Club Audit - Saturday, January 13, 2024, 1PM Eastern Time

  2. How to Prepare Your Investment Club Taxes - Date To Be Determined

See you online!
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