Your 2025 investment club tax forms need to be filed by March 16, 2026. Make sure you close out 2025 in good shape and you won't have any problems meeting the deadline. This webinar gives you an overview of things your investment club should think about and address before the end of the 2025 calendar year to get ready to prepare your tax forms.

NEW! Register now to join us for this year's webinar on Thursday, December 4, 2025 at 8 p.m. EST and invite your club members too!

Here are links to last year's 2024 webinar video and handouts:

2024 Video

You can download a PDF of the last year's 2024 tax year presentation handouts here

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