ValueLine Quick Quality: Many chapter members have asked for this form and article. Here are the links!
ValueLineQuickAnalysis.xls
ValueLineQuickQualityAnalysisInstructions.pdf
Webinar Aides: In an effort to help chapter members attend webinars, we have presented a few links with helpful tips when attending a webinar.
3EasyStepsToAttendAWebinar.pdf
AudioDeviceRecommendations.pdf
GoToWebinar_Attendee_QuickRef_Guide.pdf
Treasurer Handouts: In an effort to help chapter club treasurers prepare tax documents for their club the St. Louis Chapter has prepared several educational documents. Below is a presentation followed by resources, examples, and other information to help prepare end of year tax documents for your investment club.
Closing the Books 2011 Tax Year Presentation
Resources011912.pdf
AuditForm2011forbivio.pdf
AuditChecklistIClubCentral.pdf
20111065TaxInstructionsBetterInvestingUpdated.pdf
AllocationofIandE2011.pdf
ExampleMONRP.pdf
ExampleWithdrawalReporttoSchK1.pdf
Example Form 1065-US Return of Partnership
Speaker Handouts: During a recent visit by Allen Holdsworth, the following information was presented. Enjoy!
The4KeystoaGreatPortfoliohandouts.pdf
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