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The Clubhouse - Tips for starting and running a successful investment club
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New Posts Broker Issues for Investment Clubs
Folio transfer, Schwab club policy

Pawche , 2/2/2021 4:32:28 PM(UTC)
3 658 Pawche Go to last post Go to first unread
2/8/2021 9:04:53 PM(UTC)
New Posts Indiana Partnership Returns
New e-file requirements for Indiana returns

Pawche , 9/2/2020 4:52:35 PM(UTC)
0 533 Pawche Go to last post Go to first unread
9/2/2020 4:52:35 PM(UTC)
New Posts Helping Members in difficult times
Some strategies for helping members during these trying times

Pawche , 8/9/2020 1:01:36 AM(UTC)
0 574 Pawche Go to last post Go to first unread
8/9/2020 1:01:36 AM(UTC)
New Posts Investment Policy Statements
Links to Doug Gerlach webinar on Investment Policy Statement for a club

Pawche , 8/1/2020 12:20:03 AM(UTC)
0 724 Pawche Go to last post Go to first unread
8/1/2020 12:20:03 AM(UTC)
New Posts 2019 Federal and State Club Tax Printers Released
IRS and 6 States Are Final

gerlach , 1/10/2020 2:07:41 PM(UTC)
0 974 gerlach Go to last post Go to first unread
1/10/2020 2:07:41 PM(UTC)
New Posts California 2019 Tax Printer
CA requires e-filing of business returns completed with software

Pawche , 6/13/2019 4:59:43 PM(UTC)
1 1,039 Pawche Go to last post Go to first unread
12/27/2019 3:59:29 AM(UTC)
New Posts Allocation of Club Expenses - Equally or by ownership?
reasons for choosing an allocation process

Pawche , 5/26/2019 2:06:50 AM(UTC)
0 1,036 Pawche Go to last post Go to first unread
5/26/2019 2:06:50 AM(UTC)
New Posts Club Expenses - Deductible or not?
Guidelines on categorizing expenses and info on new tax rules

Pawche , 5/26/2019 1:32:07 AM(UTC)
0 1,348 Pawche Go to last post Go to first unread
5/26/2019 1:32:07 AM(UTC)
New Posts Importing financial information from a broker
rpm42 , 3/31/2019 12:16:35 PM(UTC)
1 1,286 Pawche Go to last post Go to first unread
4/1/2019 4:07:38 AM(UTC)
New Posts Audits, Again
Avoid the extra work to fix your records by auditing them regularly

Pawche , 1/14/2019 10:47:29 PM(UTC)
0 1,336 Pawche Go to last post Go to first unread
1/14/2019 10:47:29 PM(UTC)
New Posts tax forms
additional tax forms

mdrlux , 10/8/2018 1:59:55 AM(UTC)
1 1,687 Pawche Go to last post Go to first unread
10/23/2018 3:48:28 AM(UTC)
New Posts 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)
0 1,613 Pawche Go to last post Go to first unread
9/19/2018 9:45:05 PM(UTC)
New Posts Partnership Agreements & New Audit Rules
Some language to add Partnership Representative

Pawche , 9/19/2018 9:01:10 PM(UTC)
0 1,384 Pawche Go to last post Go to first unread
9/19/2018 9:01:10 PM(UTC)
New Posts Club Planning for new audit rules
Clubs should prepare for the new audit rules that became effective for 2018 returns

Pawche , 6/2/2018 4:40:44 PM(UTC)
0 1,437 Pawche Go to last post Go to first unread
6/2/2018 4:40:44 PM(UTC)
New Posts Pros and Cons of DRPs
What are some benefits and liabilities of DRPs?

Pawche , 5/7/2018 3:28:00 AM(UTC)
0 1,814 Pawche Go to last post Go to first unread
5/7/2018 3:28:00 AM(UTC)
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