Hi everyone,

Don't forget to register today for our two upcoming bivio webinars to help your club get ready to file your 2022 taxes. They are online, they are free and everyone is invited, but space is limited. Register now for both of them!

How to Do An Investment Club Audit -- Saturday, January 7, 2023, 1 PM Eastern Time

How to Prepare Your Investment Club Taxes - Monday, February 13, 2023, 8 PM Eastern Time

Does your club have an audit committee? Sign them up for Saturday's "How to Do An Investment Club Audit" webinar. Make it a party as you do your club audit together. Doing a thorough audit now will help you have a stress-free tax season. In the webinar we'll outline how to efficiently audit your club's accounting records and then we will be available this "Audit Party" weekend to answer your questions and help you correct any issues you find as you get ready to file your club's taxes.

In February the webinar will be all about filing your club's 2022 tax returns using bivio's tax software. If your records are in good shape and your club has kept things simple, filing will be a breeze. We encourage all members of your clubs to join us!

Also, if you missed December's "Getting Ready for Tax Season" webinar, now would be a good time to watch it. You can find the webinar and the handouts here:

See you on Saturday!
Becky Kruse