Preparing for 2024 Tax Season: What You Should Do Now To Get Ready

It's important to take a little bit of time before the end of the year to think about your investment club taxes. You don't want to have any surprises when it's time to do them for 2023.

Topics we cover:

• What's new at bivio
• Popular features
• Hot topics
• Filing requirements
• A brief overview of the tax preparation process
• Important dates
• Getting your records ready
• Cost basis reporting requirements
• Scope of the bivio program
• Things to complete before the end of the calendar year

We encourage all members of your clubs to watch this presentation. Taxes aren't only the treasurer’s responsibility! This presentation will highlight what everyone who is a member of the club should be aware of.

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The information provided in this video is intended for educational purposes only. No investment recommendations or personal tax advice is being given. The information is not intended to replace professional advice. When in doubt, follow the advice of your investment, tax or legal advisers who are familiar with your particular circumstances.