Club Treasurer Workshop: Preparing Your Investment Club's 2019 Tax Return

1/23/2020
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8:30 pm - 9:30 pm
Online Event
Cost: Free

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Description

There are major changes in store for partnership tax returns for 2019. Fortunately, Doug Gerlach of ICLUBcentral is here to guide both first time and seasoned investment club treasurers through a stress-free tax season in this informative webinar. Learn what to expect from the investment club tax season including how to use and install the appropriate tax preparation software using myICLUB or Club Accounting 3 for Windows, what documents to expect from your bank and brokerage firm, understand the difference between draft and final tax forms, whether your club is required to file a state tax return, and more. In addition, get tips for managing your club members' expectations about when to receive their final club tax documents. 

This webinar is essential viewing for all new and existing club treasurers, as well as other club members and officers who want to be prepared to someday take over the treasurer role.

Join us at BetterInvesting's webinar series for investment club treasurers.

We look forward to seeing you there!

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