Welcome to the San Francisco Bay Area Chapter of BETTERINVESTING
YEAR END CLUB ACCOUNTING TAX CLASS: Every investment partnership must file an annual tax return with the federal government. Some must also file with state governments. There's no escaping the IRS: investment clubs are legally required to file tax returns -- even clubs that lost money or didn't make any trades during the year. Clubs must file Form 1065 with the IRS, as well as provide a Schedule K-1 for each member.
For details see the EVENTS section:
February 10 Closing the Books and Taxes
bivio club accounting software includes federal tax forms http://www.bivio.com/hm/club-accounting.html
Club Accounting Software http://www.iclub.com/taxes/
(Club Accounting Software Update to 3.1 as of July 10, 2006. If you have a current copy of Club Accounting from IClub you will be receiving the update on CD (they were sent out 8/1/2006) (it's large and the auto updater won't work for this update). Here's the scoop: http://www.iclub.com/products/clubaccountingupdate.asp)
Do you need a registration form for our classes? Click here
STOCK TO STUDY:MARIN
Want to brush up on your SSG skills? This workshop is for you! We meet monthly in Corte Madera to prepare an SSG on the current month's Better Investing Magazine's Stock to Study. In February our focus will be on Ceradyne, Inc. (CRDN). To get the most out of this workshop, fill out your SSG in advance and come have a great time discussing SSG judgment, as well as software tools and tricks.
Reserve the second Monday of each month (e.g. Feb 12), 7pm to 8:30pm. Everyone welcome but please register in advance. Click Here to register. Cost $5.00. Questions? Email Theresa @ tgahagan@sanfran.betterinvesting.net
Fundamental Investing - the BETTERINVESTING Philosophy Click Here for a Power Point Presentation on how we apply our BETTERINVESTING principles of investing.
SPRING EDUCATION DAY: Here's your opportunity to learn something NEW. A Day of Classes
for the beginner and more experienced investor:
- SSG Overview
- When to Sell/PERT Basics
- Investment Techniques
using real life stock examples
- Introduction to
Portfolio Management and a Portfolio critique
Saturday, April 28 at
$25 for one class/$40 for two classes
***SAVE THE DATE***
More details to be announced here and in the Chapter
Newsletter, coming soon.
Club Visits
Is your club having problems? Help is here! Chapter directors routinely make visits to clubs to help them solve problems they are having.
Most clubs that request on-hands help are interested in deepening their members' understanding of how to manage their portfolios and, in particular, when to sell problem stocks. The Chapter can also help with many aspects of starting and running a club as well gaining an understanding of investment principles.
If you are having any problems in your club, please contact us! Click here for a club visit form. Contact Ellen Conrad at naicsf@yahoo.com for more information.
The Model Club Meets the Second Monday of each month. The next meeting is February 12th in Menlo Park.
The Observation Club meets on the Third Tuesday of each month. Next meeting is February 20th in Walnut Creek (no July meeting). Please check the events section for more details.
The SFBA Chapter's MISSION is to educate, mentor and support individual and investment club investors and potential investors using the BETTERINVESTING principles. Our Chapter offers classes and special events on topics from investment basics to club accounting. You can always find the most current information about our activities here, so add our page to your list of favorites. Also, you can read our Chapter newsletters and subscribe to our Chapter announcements email list. Use the links below for more information.
Are you new to our Chapter? Click here
The S.F. Bay Area Chapter serves the bay area counties of Sonoma, Napa, Marin, Solano, San Francisco, Contra Costa, San Mateo, and Alameda.
The next Board Meeting is February 13th San Francisco City College, Downtown Campus, Room 721, in SF.
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