ValueLine Quick Quality: Many chapter members have asked for this form and article. Here are the links!
Webinar Aides: In an effort to help chapter members attend webinars, we have presented a few links with helpful tips when attending a webinar.
Treasurer Handouts: In an effort to help chapter club treasurers prepare tax documents for their club the St. Louis Chapter has prepared several educational documents. Below is a presentation followed by resources, examples, and other information to help prepare end of year tax documents for your investment club.
Closing the Books 2011 Tax Year Presentation
Example Form 1065-US Return of Partnership
Speaker Handouts: During a recent visit by Allen Holdsworth, the following information was presented. Enjoy!
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