Get ready to do your 2021 Investment club taxes

Getting Ready For Tax Season

Just a reminder that we are doing a webinar discussing what you need to know now to start getting ready to do your 2021 club taxes.

On Wednesday, December 8, 2021 at 8:00PM Eastern Time, join us online. We'll be discussing what is new for the 2021 tax season and things you need to address prior to the end of the 2021 calendar year.

In the webinar, we'll discuss:

• Investment Club tax filing requirements
• A brief overview of the tax preparation process
• Important deadline dates
• Getting your records ready
• Cost basis reporting issues you can and should address now
• Types of investments that will cause you problems with tax preparation
• Tax loss harvesting
• What's new for 2021
• Things to take care of prior to the end of the 2021 calendar year

We encourage all members of your clubs to join us. Taxes aren't only the treasurer's responsibility! Everyone who is a member of an investment club is responsible for making sure that correct taxes are filed.

It's online, it's free and everyone is invited but space is limited.

Upcoming Tax Webinars

Getting Prepared is the first of 3 webinars we'll be giving to help make sure you know everything you need to prepare your investment club taxes. We'll also be doing these webinars early in 2021:

1. How to Do an Investment Club Audit - Saturday, January 8, 2022, 1PM Eastern Time

   Register Now!

2. How to Prepare Your Investment Club Taxes - Tuesday, February 15, 2022, 8:00PM Eastern Time

   Register Now!

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