News & Articles


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Treasurer Reminder: When filing Oregon State Partnership tax return for your BI investment club, new club treasurers/assistant treasurers should review the last paragraph on page 2 of Oregon Revenue Bulletin 2010-02 regarding Investment partnerships (see Example 6, the second paragraph.) This paragraph describes why investment clubs are generally not subject to the partnership minimum tax of $150. You must still file a partnership return, but it is not necessary to place a check in 1A. Did the partnership do business in Oregon during the year” checkbox on Form OR-65. 


"4 Steps to Building that Great Club Portfolio" Education Event
Annual Meeting  &  Director Elections

"Qualitiy Matters" Education Event
Annual Meeting & Director Elections
Getting Started With Investment Clubs

Annual Meeting & Director Elections

Portfolio Management in Volatile Markets