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Broker Issues for Investment Clubs
Folio transfer, Schwab club policy
Pawche
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2/2/2021 4:32:28 PM(UTC)
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3
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237
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Pawche
2/8/2021 9:04:53 PM(UTC)
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Indiana Partnership Returns
New e-file requirements for Indiana returns
Pawche
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9/2/2020 4:52:35 PM(UTC)
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0
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354
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Pawche
9/2/2020 4:52:35 PM(UTC)
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Helping Members in difficult times
Some strategies for helping members during these trying times
Pawche
,
8/9/2020 1:01:36 AM(UTC)
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0
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407
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Pawche
8/9/2020 1:01:36 AM(UTC)
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Investment Policy Statements
Links to Doug Gerlach webinar on Investment Policy Statement for a club
Pawche
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8/1/2020 12:20:03 AM(UTC)
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0
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530
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Pawche
8/1/2020 12:20:03 AM(UTC)
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2019 Federal and State Club Tax Printers Released
IRS and 6 States Are Final
gerlach
,
1/10/2020 2:07:41 PM(UTC)
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0
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793
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gerlach
1/10/2020 2:07:41 PM(UTC)
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California 2019 Tax Printer
CA requires e-filing of business returns completed with software
Pawche
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6/13/2019 4:59:43 PM(UTC)
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1
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839
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Pawche
12/27/2019 3:59:29 AM(UTC)
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Allocation of Club Expenses - Equally or by ownership?
reasons for choosing an allocation process
Pawche
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5/26/2019 2:06:50 AM(UTC)
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0
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840
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Pawche
5/26/2019 2:06:50 AM(UTC)
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Club Expenses - Deductible or not?
Guidelines on categorizing expenses and info on new tax rules
Pawche
,
5/26/2019 1:32:07 AM(UTC)
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0
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1,031
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Pawche
5/26/2019 1:32:07 AM(UTC)
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Importing financial information from a broker
rpm42
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3/31/2019 12:16:35 PM(UTC)
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1
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1,099
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Pawche
4/1/2019 4:07:38 AM(UTC)
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Audits, Again
Avoid the extra work to fix your records by auditing them regularly
Pawche
,
1/14/2019 10:47:29 PM(UTC)
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0
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1,161
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Pawche
1/14/2019 10:47:29 PM(UTC)
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tax forms
additional tax forms
mdrlux
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10/8/2018 1:59:55 AM(UTC)
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1
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1,487
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Pawche
10/23/2018 3:48:28 AM(UTC)
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Opting Out of New Audit Rules
Update on the process to opt-out of the new audit rules
Pawche
,
9/19/2018 9:45:05 PM(UTC)
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0
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1,452
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Pawche
9/19/2018 9:45:05 PM(UTC)
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Partnership Agreements & New Audit Rules
Some language to add Partnership Representative
Pawche
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9/19/2018 9:01:10 PM(UTC)
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0
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1,228
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Pawche
9/19/2018 9:01:10 PM(UTC)
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Club Planning for new audit rules
Clubs should prepare for the new audit rules that became effective for 2018 returns
Pawche
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6/2/2018 4:40:44 PM(UTC)
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0
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1,279
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Pawche
6/2/2018 4:40:44 PM(UTC)
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Pros and Cons of DRPs
What are some benefits and liabilities of DRPs?
Pawche
,
5/7/2018 3:28:00 AM(UTC)
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0
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1,636
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Pawche
5/7/2018 3:28:00 AM(UTC)
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Guest (5)
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