News & Articles

Newsletters

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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

2021
"4 Steps to Building that Great Club Portfolio"
Education Event Slides 
Annual Meeting  &  Director Elections
Slides for Business Meeting


2020  
"Qualitiy Matters" Education Event
Getting Started With Investment Clubs

2019

Portfolio Management in Volatile Markets