Another year has passed, and it's time for club treasurers to close the books for 2011 and get ready to prepare the club's annual tax returns. My webinar has all the information that you need to take care of your club's year-end tasks.
In this archived webinar, I outline the steps that treasurers should undertake at the end of 2011 to make sure that the club's records are accurate and reconciled with your bank and brokerage account information. You'll also learn the importance of conducting an annual audit of the club's records. After completing this webinar, you'll be ready for the task of filing the club's returns with your state and the Internal Revenue Service.
View the archived webinar.
Download the Investment Club Audit Checklist referred to in the webinar.
The next webinar in our series, "Preparing the Investment Club's Tax Returns," is scheduled for January 17, 2012. Register now!