Your 2024 investment club tax forms will need to be filed by March 17, 2025. Make sure you close out 2024 in good shape and you won't have any problems meeting the deadline. This webinar gives you an overview of things your investment club should think about and address before the end of the 2024 calendar year to get ready to prepare your tax forms.

Here are links to this year's 2024 webinar video and handouts:

2024 Video

You can download a PDF of the new 2024 tax year presentation handouts here

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