Register now for upcoming bivio tax webinars!
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Register now for upcoming bivio tax webinars! We're excited to tell you about the upcoming bivio 2025 tax season webinars. Register today for both webinars and invite your club members to join you. Register here: https://www.bivio.com/club_cafe/home/Public/index.html The bivio Audit Party webinar will be Saturday, January 10, 2026 at 1 PM EST. Are you unclear about how to do a club audit? Do you have the best intentions but never actually seem to get it scheduled? Without correct records in bivio, your club tax forms will not be correct. Join us on January 10 to learn how to accomplish this important annual task. You'll get ready for tax time by making sure your club records are accurate and up to date. The bivio Preparing Your Investment Club Taxes webinar is Monday, February 16 at 8 PM EST. We'll show you what's new with the tax forms your investment club needs to prepare, what a 1099 form is, when you get it and what you do with it. We'll cover the bivio tax interview, review what is filled in on your tax forms and show you how easy it is in bivio to e-file your club's taxes and file an extension request with the IRS. As always, there's plenty of time for your questions. If you missed the December "Getting Ready for Tax Season" webinar you can watch the recording now. You'll find it on the registration page as well. bivio webinars are recorded and posted on our website within a few days after the webinar. The webinars are free and everyone is invited but space is limited so register now! Happy New Year from all of us at bivio!
Hi Rebecca,
I recently learned that Bivio was not getting the information from Fidelity and have tried to balance the two accounts with some difficulty. What was the date of Bivio' last sync with Fidelity? Is there any progress in the relationship with Fidelity? Burt
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