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January 26, 2012 -

In This Issue:

More State Club Tax Printers Finalized — Last Chance to Save!

We have released final versions for several more states in our 2011 Investment Club State Tax Printers. State forms for Arizona, California, Colorado, Georgia, Iowa, Maryland, Minnesota, Missouri, and New Jersey are now final and available for clubs to use.

Download the version for Club Accounting 3 from the website or click the Taxes tab in to access the online version. CDs are currently in production at the factory and should begin to ship next week.

In addition, early bird pricing is still available! Order before next week if you want to take advantage of the lowest pricing. And remember — StockCentral members receive the lowest prices on the Club Tax Printer programs! For more information, visit

Order and download today!

Free Industry Analysis Workshop
by Doug Gerlach, President, ICLUBcentral

At next week's Retail Investor Conference on Feb. 2, ICLUBcentral President Doug Gerlach will present a workshop on "Industry Analysis for the Bottom-Up Stock Investor."

During this session, Doug will discuss how savvy investors can dig deeper into industry analysis to find overlooked opportunities or peg a company to its peers, and thus increase their chances of beating the market by investing in high-quality, well-managed companies. You can find these solid stock investment candidates in any market without trying to unearth "hot" industries or buying into the hype about "sector rotation." But being aware of the issues faced by companies in particular industries can aid your understanding of the stocks contained therein.

Register today to reserve your place the Retail Investor Conference.

It's "Be Nice to Your Investment Club Treasurer" Month
by Russell Malley,
Investment Club Accounting Advisor, ICLUBcentral

This time of year usually sees a higher volume of support calls regarding club accounting issues. Calls from stressed treasurers on the brink of leaving their position or even the club also increase about now. Many times clubs disband when the treasurer leaves. So this article is dedicated to the care and feeding of the club treasurer and is directed more at the other members of investment clubs.

Have a little patience. Your club treasurer doesn't control when 1099 forms from your broker are available. The deadline for brokers to mail these forms has changed. The current date is Feb. 15, not Jan. 31. If your club holds real estate investment trusts or any type of partnership, later dates are possible for receipt of tax infor­mation. So don't expect your club's Schedule K-1 form before Feb. 15.

Don't put a treasurer in a sink-or- swim situation. The beginning of the year seems a good time to change officers. This can put new and possibly inexperienced treasurers in the situation of filing their first club tax return just as they start their new duties. Cut the stress and change treasurers after tax season. Or make sure the new treasurer has help for the first 1065 filing.

Give your treasurer some help. An assistant treasurer who learns the accounting software and can share some of the duties diminishes the stress on your treasurer. This policy also helps the club have a trained replacement when the position eventually changes hands. Also, let your treasurer know of the resources available for help such as BetterInvesting's Discussion List for Club Treasurers and the association's local volunteer chapters....

Read more....

Resolving Issues Generating Tax Forms
by Sean Pulrang,
ICLUBcentral Customer Support Specialist

With folks getting started on their taxes, I think it's a good time to bring this note back around. It deals with some of the most common issues when trying to print your tax forms in the desktop Club Accounting 3 program.

This note will help with the following issues that primarily come up after you get to the end of the tax printer, and click Finish:

  • The tax forms that come up are for last year.
  • You see a 'file not found', or a 'Serious Error' message.
  • Something comes up on the screen that says it's your tax forms, but in the words of one member, "It's gibberish."

I've sorted these roughly in order of the most to least common issues/resolutions that we run into. ...

Read more....

January 26, 2012


We're ICLUBcentral Inc.
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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Madison Heights, MI 48071

ICLUB Links:
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Complete Roster

Events Calendar:
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.

Doug Gerlach will also be speaking at the following events:

Feb. 2, 2012: Industry Analysis for the Bottom-Up Stock Investor
Retail Investor Conference;
Doug Gerlach, Speaker

Feb. 7, 2012: Toolkit 6 User Group Webinar;
Doug Gerlach, Speaker

Mar. 6, 2012: Toolkit 6 User Group Webinar;
Doug Gerlach, Speaker

Mar. 24, 2012: BetterInvesting Southeast Florida Chapter Edufest;
Doug Gerlach, Speaker

Apr. 3, 2012: Toolkit 6 User Group Webinar;
Doug Gerlach, Speaker

May 1, 2012: Toolkit 6 User Group Webinar;
Doug Gerlach, Speaker

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 e-mail web form at ICLUB Support.

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