News & Articles
Newsletters
Coming soon!Articles
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.
Recordings
2025Recording of Buy Low, Sell High: Sell More, Accelerate Profits (Mike Torbenson)
Mike Torbenson's Buy Low, Sell High: Sell More, Accelerate Profits (Slides)
2024
Recording of Stock Study Group - Copart (Marion Michel)
Stock Study Group Study of Copart (CPRT) (Slides)
Stock Study Steps
2022
Make Analyzing Management Easy (Bakul's Financial Ratios Checklist)
Hyperlinked slides for Bakul's Financial Ratios Checklist
