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Withdrawing club partner
Bob Atkinson raises some questions about member buy outs. We just received our first withdrawal notice today from a member of our investment club and we have a well defined process for recognition of the notice, valuation date, methods of payment and timeframe to pay. ...
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Partnership Agreements- The treasurers' perspective (Withdrawals)
Jerry, I'm the treasurer of a new club and we are in the process of writing our partnership agreement. Specifically, as treasurer, what issues should I be most concerned with? Member Withdrawals and the Terms of Payment are probably the two most complex issues addressed ...
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Legal forms, partnership agreements, & tax declarations for a new club.
Jerry, I think the thing that most concerns me (and probably other neophytes) is the legal/tax issues and just what legal forms (partnership agreement?) and tax declarations have to be set up before you can actually start collecting and investing funds. Bernard Bruns Actually, this ...
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Partnership Agreements- The treasurers' perspective (Contributions)
Jerry, I'm the treasurer of a new club and we are in the process of writing our partnership agreement. Specifically, as treasurer, what issues should I be most concerned with? Today, as we continue, let's look at the provisions in a partnership agreement that pertain ...
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Tax ID number?
Brian Wilhelm asks, We just started an investment club at the beginnig of this month. We were curious about the tax implications for this coming year, most notably the Tax ID number. Is the Tax ID number something we need to apply for now, before ...
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Partnership Agreements- The treasurers' perspective (Managment)
Jerry, I'm the treasurer of a new club and we are in the process of writing our partnership agreement. Specifically, as treasurer, what issues should I be most concerned with? Your partnership agreement should clearly define how your club will make decisions on investments, new ...
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Partnership Agreements- The treasurers' perspective (Formation)
Jerry, I'm the treasurer of a new club and we are in the process of writing our partnership agreement. Specifically, as treasurer, what issues should I be most concerned with? Even though the IRS allows your club a great deal of latitude in creating its ...
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Tax ramifications of departing members
Vincent Esselborn asks We are in a newly formed investment club (March 1999) and have questions about how to account for members who came and went. We had two original members subsequently leave the club, and we paid them out of cash that had not ...
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What are the necessary forms?
Jesse Kuhns writes I realize we need to submit Form 1065 for our club. Do I need to file separate Schedule K-1 for each member (30) or is there a reduction of paper format which we can use? The IRS Form 1065 requires inclusion of ...
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Learn more about investing while starting an investment club!
Great idea! Candis King wrote in her Ask Candis column, " Two heads are better than one and there is nothing like a friend to help speed along your learning process... If you would like to find a club near you, consider registering at http://www.bivio.com/pub/connect ...
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