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Register now for Preparing for the Tax Season webinar!
Join us on Monday, December 4, 2023 at 8:00 p.m. Eastern Time, for the first of our three bivio tax preparation webinars. In "Preparing for Tax Season - What You Should Do Now To Get Ready" we'll go over what you can expect during the 2023 tax season. Here's the link to sign up today:

https://register.gotowebinar.com/register/2883797333534790745

We encourage all members of your clubs to join us. It's online, it's free and everyone is invited but space is limited.

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 - including K-2 and K-3s and e-filing
- Things to take care of prior to the end of the 2023 calendar year

See you on December 4!
Will this be recorded, as in past years? For later viewing?

Sent from my iPhone

> On Nov 22, 2023, at 9:17 AM, Becky Kruse <kruse@bivio.biz> wrote:
>
> Join us on Monday, December 4, 2023 at 8:00 p.m. Eastern Time, for the first of our three bivio tax preparation webinars. In "Preparing for Tax Season - What You Should Do Now To Get Ready" we'll go over what you can expect during the 2023 tax season. Here's the link to sign up today:
>
> https://register.gotowebinar.com/register/2883797333534790745
>
> We encourage all members of your clubs to join us. It's online, it's free and everyone is invited but space is limited.
>
> 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 - including K-2 and K-3s and e-filing
> - Things to take care of prior to the end of the 2023 calendar year
>
> See you on December 4!
Yes, the webinar presentations will be recorded. If you can't make it to the webinar, we will post a link to the recording within several days. Only people who register and join the webinars live can hear and participate in the question and answer sessions.

Becky Kruse
bivio
I thought there was going to be a seminar today, but I am on
the bivio website and I cannot find anything about it.
Also, why only those people who sign up for the seminar can
get access to the recorded version. If we are not paying
for the seminar, it seems you might get a wider audience
with the recorded version.

Peter Dunkelberger
I thought there was going to be a seminar today, but I am on
the bivio website and I cannot find anything about it.
Also, why only those people who sign up for the seminar can
get access to the recorded version. If we are not paying
for the seminar, it seems you might get a wider audience
with the recorded version.

Peter Dunkelberger
Hi Peter. There is a Tax Prep Seminar today. I got a reminder on Sat, Feb 10th (I signed up in Dec, I think). It begins today at 5:00pm, PST. The msg you were replying to has a Dec 2023 date, and it (originally) showed info for 3 separate seminars, one in Dec, one in Jan (about doing audits), and now the Feb tax prep one. The Dec one was more general info, like an overarching umbrella re: audits/taxes. I always tune-in just in case something new pops up.

Lynda
TERIC Treasurer

On Tue, Feb 13, 2024 at 10:20 AM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
I thought there was going to be a seminar today, but I am on
the bivio website and I cannot find anything about it.
Also, why only those people who sign up for the seminar can
get access to the recorded version. If we are not paying
for the seminar, it seems you might get a wider audience
with the recorded version.

Peter Dunkelberger