Essential Steps to Closing Your Club's Books for 2021


Follow these steps to ensure the accuracy of your investment club records and be ready to prepare your 2021 tax returns.

Investment club treasurers both new and experienced should view the 2021 edition of "CIosing the Investment Club's Books at Year-End." In this replay of ICLUBcentral's investment club webinar, Doug Gerlach and his team provide all the important tasks your club should undertake as the year comes to a close, making sure that you're ready for the preparation of your club's federal and state tax returns.

Watch the replay on the ICLUBcentral YouTube channel.

Download the PDF handout. You can find the ICLUBcentral Club Audit Checklist in the File Storage area of your club's website.