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Jerry Dressel and Rip West will answer your questions about club
accounting and taxes.
Investment club treasurers have been relying on them for years,
via the NAIC and
Motley Fool message boards.
Now you can find their sound advice right here at "Trez Talk"
on bivio.
Jerry is a pilot for Northwest Airlines who keeps himself busy teaching
accounting courses for fellow investors. Though Rip "has failed retirement
three times" he's had a lot more success as a financial planner, investment
advisor, and accountant, having launched his own CPA firm back in the 1950s.
Both have worked extensively with computers, and they have decades of
investment club experience between them.
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Refer a new club to bivio and receive 50 bivio Bucks! Quick Overview
- Communications -- Upload and manage files; view and compose email messages
- Select Site -- Switch clubs or go to with the Select Site menu at the top.
- Logout -- Always sign off from bivio if your computer is accessible to others.
- Secure Mode -- Switch to secure mode by clicking on the blue lock below
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Disclaimer: statements are opinions expressed by Rip West and Jerry Dressel
and are not official statements from either bivio or the IRS. These statements
are not intended to replace professional tax or accounting advice.
When in doubt, follow the advice of your local tax advisor or accountant
who is familiar with your particular circumstances.
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