Preparing Your Investment Club's 2021 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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Nearly every year, state and/or federal tax laws tend to change, and the 2021 tax year is no different. Fortunately, ICLUBcentral’s Doug Gerlach and his team are here to guide both first-time and seasoned investment club treasurers through a stress-free tax season. Learn what to expect from the investment club tax season including how to use the tax preparation software using, important deadlines for the tax season, what documents to expect from your bank and brokerage firm, how to understand the difference between draft and final tax forms, and determining whether your club is required to file a state tax return and more.

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!


Handouts will be available during the week of the webinar.
Filing Club 2020 Tax Return 1_13_2022 2PP Color (PDF)

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