2011 Investment Club Tax Program Released
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2011 Tax Program Released!

Tax Time!The 2011 bivio Federal 1065 Partnership tax program has been released and is now available for your treasurer to use by going to Accounting>Taxes

Just a reminder that we recommend you wait to file your investment club taxes and distribute K-1's to your members until you have received your 1099 forms from your brokerage. You want to make sure you confirm the information on them agrees with your tax forms.

This year, brokers have until February 15 to send 1099s to you. And, due to the new cost basis reporting requirements, some brokers are indicating they might come out later than that. Be sure to double check with your broker to find out when your club can expect yours.

Investment Club Tax Preparation Webinars

Get up to speed on how to prepare 2011 1065 and K-1 Tax forms for your club. Join us online for a webinar on doing your investment club taxes. We're running it twice. Once on February 4 at 1PM ET and a second time on February 13 at 8:30PM ET.

We'll go through the process, go through the details of taking the tax interview, and show you what you should expect to see on the forms you'll be filing. The webinars are free and everyone is invited but space is limited.

Register Now!

Dashboard Diagnostics and Challenge Club

Manifest LogoEach month, you can join in on two special club events put on by Manifest Investing.

Join us on February 14 for the ever popular Dashboard Diagnostics session where Mark Robertson reviews a real club portfolio.

Join us on February 21 for the Manifest Investing Challenge Club meeting. It's a virtual club where everyone is invited to just listen and learn or to participate in the discussion.

They're both open to all bivio club members. You're sure to learn a lot and take away lots of ideas you can use for your own club meetings. You can find out more and register to attend here:

Register Now

See you online!
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