Preparing Your Investment Club Taxes

Register now for the NEW 2025 tax year "Preparing Investment Club Taxes!" webinar on Monday, February 16, 2026 at 8:00 pm EST. This bivio presentation discusses all the steps you need to follow to prepare your annual investment club tax returns for tax year 2025.

CLICK HERE TO REGISTER

Here are links to last year's 2024 webinar video and handouts:

2024 Webinar Video

You can download a PDF of last year's 2024 tax year presentation handouts here