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January 5, 2009 -

In This Issue:

Club Tax Printer Update: Final Federal Forms Now Available

ICLUBcentral has released the FINAL forms for the 2008 Federal Club Tax Printer software for both Club Accounting 3.1 and myiclub. These are the official FINAL forms approved by the IRS, and can be used to prepare and submit your club's Federal tax returns.

FINAL forms for supported State returns are still in development, and will be released as soon as possible. Until then, State Tax Printer software will continue to only include unofficial DRAFT forms.

Club Accounting 3.1 Tax Printers can be purchased as either an online download or as a pressed CD -- now shipping. Tax Printers for myiclub will be accessible under the Taxes tab on your myiclub.com website following purchase.

Purchase or Download your Club Tax Printers today!

Learn how to purchase your Tax Printers at a discounted price -- Special Pricing Extended!

Accessing the Final Federal Forms

Club Accounting 3: After purchasing and installing the 2008 Federal Tax Printer software, open Club Accounting 3 and click on the Taxes tab at the top of the window. Make sure you are connected to the Internet, and select "2008 Tax Printers" from the drop-down menu. The Auto-Updater feature will then download the FINAL forms and you can prepare your club's Federal taxes.

myiclub.com: All software updates are automatic for myiclub.com users. After purchasing and installing the 2008 Federal Tax Printer software, make sure you are connected to the Internet and click on the Taxes tab at the top of the myiclub.com window. Select "2008 Tax Printers," and the software will automatically access the FINAL forms, allowing you to begin to prepare your club's Federal taxes.

If you have not yet purchased your ICLUBcentral Federal and State Tax Printers Order Today! Filing Club Taxes is mandatory and your club could incur hefty fines per member per each month you are behind on filing.

Remember: ICLUBcentral is the only provider of investment club accounting tools whose replacement state tax forms are approved by each state for which we provide them! As a member of the National Association of Computerized Tax Processors, we work with each of the 14 states for which we offer the Club State Tax Printer to ensure that your club's filings are accepted without delay.

One final note: to fully prepare your club for Tax Season, don't miss the Preparing your Club's Taxes webinar on Tuesday, January 20, 2009 at 9:00 PM ET.


Join the Club!
by Amy Rauch Neilson

So, here it is. The moment we've been waiting for: 2009 is here. As the pastor at the Christmas Eve service we attended last week noted, many of us are ringing in the New Year extra zealously this time around. 2008 wasn't exactly what we'd been hoping for, and, as creatures of eternal hope, we're looking for 2009 to be everything that 2008 failed to be.

If you made a list of New Year's Resolutions that you're ready to pounce on now that the Big Ball has dropped in Times Square, you are in good company. According to National Public Radio, nearly half of all adults in the United States make New Year's Resolutions. The vows that top the list aren't likely to come as any great surprise. Most Americans resolve to improve their eating habits, exercise regularly... and begin a new financial plan.

Though I can't speak to what's in your cart at the grocery store or how often you'll frequent the gym, I can say with confidence that as a member of an investment club and ICLUBcentral, you are ahead of the game when it comes to planning for your financial future. And that's good news.

That said, as with any goal in life, there's a certain amount of maintenance involved. It's important to not only have a goal, but to set check points along the way where you can stop and gauge your progress. Are you on track? Do you need to make some adjustments to get where you want to go? These investment club members answer with an emphatic yes! – and offer these tips in the hopes that you will not only ring in 2009 with a list of financial goals in mind, but that you will ring in 2010 with a sense of accomplishment.

Read more...


Toolkit 6 Software and Manual Bundle Now Available

The world's most popular software for fundamental stock analysis, Toolkit 6, is now available in a bundle with the comprehensive printed manual. Purchase the Toolkit 6 CD and Owner's Manual together for the price of $199.99 ($189.99 for StockCentral subscribers) -- saving a handful of bucks over purchasing them separately!

Toolkit 6 is loaded with new features in addition to the features you have grown to love in your previous versions of Investor's Toolkit. A few of the new features include:

  • Identify top-rated companies as potential stocks to study using the regularly-updated "Complete Roster of Quality Companies" listing, downloaded automatically directly into Toolkit 6. (StockCentral subscription required.) The "Complete Roster of Quality Companies" is ICLUBcentral's proprietary screen of companies that meet minimum standards of quality as defined by the consistency and strength of historical EPS growth and the consistency of profit margins.
  • Display preliminary judgment for any new stock using Toolkit 6's "First Impression" screen, helping you to instantly weed out unlikely candidates and focus only on stocks with the most promising prospects.
  • Plot additional historical data points including dividends, net income, book value, and outstanding shares on the program's customizable historical data graph.
  • And much more!

The printed manual is the perfect companion reference to the program for investors of all experience levels. The Toolkit 6 manual is a Wire-O bound book which lays flat on your desktop for easy use. Praised for its explanation of the time-tested investing techniques used in the Toolkit 6 program, the manual is essential to getting the most from the software.

Purchase them together and save!

January 5, 2009


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From our World Headquarters in the historic College House building in the heart of Cambridge's Harvard Square, we develop high-quality software products and web services for individual fundamental investors, and powerful accounting tools used by the majority of US investment clubs.


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Events Calendar:
1/20/09: Webinar: Preparing your Club's Taxes

1/24/09: StockCentral Investor Education Workshop; Minneapolis, MN.

2/4 - 2/7/09: World Money Show, Orlando, FL; ICLUBcentral and StockCentral, Exhibitors.

2/10/09: Webinar: Go Offense! Go Defense! When to Buy, Sell, or Hold with Toolkit 6

2/14/09: Club Accounting Workshop and Club Portfolio Clinic, Menasha, WI; Doug Gerlach, Presenter.

2/24/09: Webinar: Improving your Portfolio with Investor Advisory Service

Submit Your Event!



Like 7-Eleven, we're not always doing business, but we're always open -- visit the ICLUB Store and outfit yourself with the simple, yet powerful tools and services that smart investors have been using to grow their portfolios since 1989.

Got a Problem?
Support is here to help. You can reach them M-F, 9:30 AM--6:00 PM at 877-33-ICLUB (877-334-2582), or use the email web form at ICLUB Support.

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