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Annual of Audit of Club Records I am trying to get all the stuff I need for the annual audit. Does anyone out there have any suggestions about how they do the audit and what reports I need? I see that last year's audit went over the Cah journal listing. That ... Sandy Starr 6 messages
error on member"s withdrawal - it was deducted twice I am the incoming treasurer for our club. The outgoing treasurer is leaving our club and made a mistake which caused her cashout to be deducted twice, once as a non-deductible expense and once as a full withdrawal. How should I fix this??? Also, what ... Elnora Hutchinson 3 messages
Expenses We are a new club with no checking account. I have paid for all of the expenses up front. Everybody in the club has deposited their first payment. I entered the expenses and the payment as per the help topic "Out of Pocket Expenses". The ... John Rice 6 messages
Rolling over a 401(k) to IRA suggestions I recently changed employers. In the past, I have rolled my 401(k) into my new employer's plan, but this time I am considering rolling it into an IRA. Does anyone have advice on doing this? What are the pitfalls (I understand the tax implications of ... jeff1851 2 messages
Edit member withdrawal record? Hi, I just had to record a member's full withdrawal for a cash amount. I have three questions: First, I wanted to record the check number, but didn't think of it until I had submitted the withdrawal transaction; is there some way to edit the ... Joseph Matthews 2 messages
Brokerage Question Why are there options for syncing Brokerages that dont allow clubs or partnerships We were looking into Sharebuilder for their autmatic investing plan but they dont allow it to be opened up as a partnership. only individual or joint any insight helpful..also any insight on ... Kevin Egan 2 messages
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 2 messages
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
direct ACH Our broker will not offer direct ACH and we waste precious time waiting on snail mail to deliver a check. what online brokers are more investment club friendly than that ? if they offer one perk, do they take away another. for instance , our ... Deannie Rule 7 messages