Vice President Paula Brown called the meeting to order at 6:30 PM.
The previous meeting's minutes were approved and the Treasurer's report was presented and approved.
After announcements of upcoming events and dinner, Andy Esser presented the program "Federal Taxation and the Brokerage Statement" with a review of form 1099-B as well as form 1099-DIV. He gave some tips on how to save our clients Capital Gains Distributions on form 1099-DIV. After a short Q & A period, the meeting was adjourned at 8:45 PM.
Next Meeting: August 22, 2017
Speaker: Larry Grossman
Topic: "Missing or Incorrect Depreciation and what to do about it"