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The Clubhouse - Tips for starting and running a successful investment club
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New Posts California Franchise Tax board notice
Information on the notice to clubs from CA FTB regarding a state tax ID

Pawche , 1/3/2022 3:42:48 PM(UTC)
1 411 Pawche Go to last post Go to first unread
2/8/2022 9:19:00 PM(UTC)
New Posts New additional IRS forms for partnership returns
Schedule K-2 and K-3 added to forms to file with the 1065
[+1]
Pawche , 1/14/2022 4:27:06 AM(UTC)
1 351 Pawche Go to last post Go to first unread
2/8/2022 8:30:21 PM(UTC)
New Posts Use of K-3 for Personal Tax return
Where to use K-3 information on personal tax return

Pawche , 1/25/2022 1:30:10 PM(UTC)
0 325 Pawche Go to last post Go to first unread
1/25/2022 1:30:10 PM(UTC)
New Posts Prparing Club Taxes webinar
The ICLUBcentral webinar re: 2021 tax preparation

Pawche , 1/20/2022 4:00:05 PM(UTC)
0 316 Pawche Go to last post Go to first unread
1/20/2022 4:00:05 PM(UTC)
New Posts Club Raffles
Things to consider if the club holds a raffle.

Pawche , 1/10/2022 4:53:32 PM(UTC)
0 267 Pawche Go to last post Go to first unread
1/10/2022 4:53:32 PM(UTC)
New Posts Broker Issues for Investment Clubs
Folio transfer, Schwab club policy

Pawche , 2/2/2021 4:32:28 PM(UTC)
3 1,914 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 1,008 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 1,032 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 1,325 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 1,534 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 1,635 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 1,518 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 2,199 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 1,843 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 1,899 Pawche Go to last post Go to first unread
1/14/2019 10:47:29 PM(UTC)
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