|In This Issue:
Doug Gerlach at BetterInvesting Events
Doug Gerlach will wind up his 2010 teaching engagements with several BetterInvesting-sponsored events. The Puget Sound Chapter is hosting its Annual Investors Education Conference this weekend (Nov. 5-6). Anyone in the Western Washington/Puget Sound region should take this opportunity to attend one of Doug's classes at this very popular investor conference. See details and registration information below:
On December 4, BetterInvesting's Philadelphia Chapter will host a workshop on Club Accounting/Tax Preparation & Club Portfolio Review session. Doug will be the instructor for this one-day workshop. The morning session will focus on club treasurers, closing the books, best practices for club accounting, and preparing club taxes. Doug will review Club Accounting 3 software and myICLUB.com and provide tips for year-end tax preparation.
The afternoon session will focus on portfolio management techniques and club portfolio reviews. Clubs interested in having their portfolios reviewed will need to send them to Doug prior to the workshop. E-mail portfolios to firstname.lastname@example.org so they can be reviewed before the workshop. See details and registration information below:
On December 11, the BetterInvesting Northern Lights Chapter (in the Minneapolis area) will also host a day-long workshop with Doug on Club Accounting, Tax Preparation, and Club Portfolio Review. The morning session will focus on closing the books and the afternoon will cover tax preparation and club portfolio review. This workshop will also be available by webinar. Attendees may e-mail their club portfolio valuation statement or current holdings to email@example.com.
Join the Club!
by Amy Rauch Neilson
One of my husband's coworkers stopped me a few weeks ago as I was on my way into the welding and fabrication shop where they work.
"If you could recommend one book on investing — something that a beginner like me would understand — what would it be?" he asked.
I had to stop and think for a minute, as I have literally a hundred books on investing in my home office library. As I ran through the list of my favorites in my head, one kept coming to the forefront — the latest version of Take Stock: A Roadmap to Profiting From Your First Walk Down Wall Street that I'd picked up just days earlier at the BetterInvesting home office.
That, I decided, would be the one I'd recommend.
From my perspective, it's the one that most clearly and simply illustrates the NAIC principles of owning stock in good, solid, growing companies for the long haul. Unlike some of the other books for "beginning investors," Ellis' book is one that a novice can truly understand....
Pre-Order Federal and State Club Tax Printers
It's that time of year again — ICLUBcentral's Club Tax Printers for 2010 are available for pre-order. The Club Tax Printers make it a snap to prepare your club's required IRS filings, all from within your club accounting software. Hiring an accountant or tax preparer to complete your forms would cost hundreds of dollars! There's no easier or quicker way to prepare your required tax filings than by using ICLUBcentral's Club Tax Printers.
ICLUBcentral Club Tax Printers will be available for both federal and several state returns. The states supported by the ICLUBcentral State Club Tax Printer for 2010 are Arizona, California, Colorado, Georgia, Indiana, Iowa, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New York, Pennsylvania, and Wisconsin.
When released, Tax Printer programs may only produce draft forms, which cannot be used to file with the IRS or your state agency. However, the software features an auto-updater, which will automatically download and install the final forms after they are approved by the IRS. Then, you can quickly print the final tax documents for your club. Read more about draft and final forms.
Buy your Tax Printer software now! You'll receive special early bird pricing by ordering before December 31, 2010. (StockCentral subscribers save even more!) If you're the treasurer of your club, get approval at your next club meeting to pre-order your club's Tax Printers, and stay tuned to your e-mail inbox and the ICLUBcentral homepage for 2010 Tax Printer updates.
Pre-order today online or over the phone at 877-334-2582.
November 4, 2010
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ICLUBinsider Past Issues
Start A Club
Investor Advisory Service
First Tuesday of each Month: Toolkit 6 User Group led by Doug Gerlach, ICLUBcentral Inc.
Third Tuesday of each Month: New Investment Club Orientation led by Doug Gerlach, ICLUBcentral Inc.
Nov. 5-6, 2010: Puget Sound 30th Annual Investors Education Conference; Mercer Island, WA
Doug Gerlach, Featured Speaker
Dec. 4, 2010: Club Accounting/Tax Preparation & Club Portfolio Workshop ; Philadelphia metro area, Pennsylvania
Investment Club Accounting and a Club Portfolio Review session by Doug Gerlach
Dec. 11, 2010: Club Accounting/Tax Preparation & Club Portfolio Clinic ; Minnesota
Investment Club Accounting workshop by Doug Gerlach
Submit Your Event!
Like 7-Eleven, we're not always doing business, but we're always open - go to 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.