Club Treasurer Workshop: Preparing Your Investment Club's 2020 Tax Return

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8:30 pm - 9:45 pm ET
Online Event
Cost: Free


This event is available to BetterInvesting members. Continue registering with a BetterInvesting membership.

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Is your club ready to file its partnership tax returns for 2020? 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, the ease of e-Filing, what documents to expect from your bank and brokerage firm, 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 Schedule K-1 from your club so they can file their personal tax returns.

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!


Filing Club Tax Return 1_2021 2PP Color (PDF) - Available after 1/11/21
Filing Club Tax Return 1_2021 4PP B&W (PDF) -  Available after 1/11/21

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