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The Clubhouse - Tips for starting and running a successful investment club
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New Posts Indiana Partnership Returns
New e-file requirements for Indiana returns

Pawche , 9/2/2020 4:52:35 PM(UTC)
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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)
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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)
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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)
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1/10/2020 2:07:41 PM(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)
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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)
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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)
1 758 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)
0 827 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 1,154 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 1,142 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)
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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)
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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)
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5/7/2018 3:28:00 AM(UTC)
New Posts Problem Securities for Clubs
Some investments add to a treasurer's work and may delay tax filing

Pawche , 4/6/2018 6:05:01 PM(UTC)
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4/6/2018 6:05:01 PM(UTC)
New Posts Payout of a deceased partner
How do we handle

TONY-AQU , 3/12/2018 11:09:41 AM(UTC)
1 1,416 Pawche Go to last post Go to first unread
3/13/2018 3:24:04 AM(UTC)
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