Non Monthly Treasurer Tasks Do you have questions about expense entries, advanced payment entries, withdrawal entries, how to reimburse a member with units and other non-routine tasks? These entries bring us the most questions from club treasurers. You don't do them often, and they are ...
Monthly Treasurer Tasks Don't forget. The second in our three part treasurer training series will be given live online this Sunday. If you're a club treasurer, this presentation covers the basic tasks you'll need to do each month to keep you club accounting correctly. None ...
An Orientation To Investment Club Record Keeping Don't forget. The first in our three part treasurer training series starts on Sunday. The first section includes basic information you'll all want to understand whether or not you are the treasurer of your investment club.A Everyone in ...
An Orientation To Investment Club Record Keeping Your investment club is an investment partnership for accounting and tax reporting purposes. This impacts the way your club records need to be kept as well as your personal tax situation. If everyone in your club has a ...
NJ Tax Filing Status Update We are happy to let you know that NJ has fixed their e-file program. It is now ready for you to use to file your NJ state taxes. Ira Smilovitz has written up an instruction sheet for you that explains ...
NJ Tax Filing Status Update This year, all clubs with members who live in New Jersey need to file their tax returns electronically. The state of New Jersey provides a program that you can use to do this by typing in the information on the ...
It's almost time to prepare your investment club taxes. Join us for a webinar on Feb. 9, 2016 at 8:30PM Eastern Time and we'll show you how. We'll go through all the steps you should follow to use the bivio tax program. You'll see how ...
It's almost time to prepare your investment club taxes. The bulk of the work that needs to be done to prepare them correctly is to make sure your records in bivio are correct. You don't have to wait to do this. Take time now to ...
"Santa is real and Christmas is magic. Christmas brings miracles. It's easy to say you don't believe but if you keep looking and you keep really watching, you'll see." - Parenthood- Season 4, Episode 11 It's the time of the year when we celebrate miracles. ...
Learn More About Gilead Gilead (GILD) is the second A most popular A stock owned by bivio investment clubs. Our friends at A Stockrover A have put together this comprehensive writeup about Gilead for you. It demonstrates how to use the information on their site ...
Preparing for Investment Club Tax Season What you need to do now to get ready Who wants investment club tax season to be difficult or stressful? We suspect none of you would answer yes to that question. We want to make sure you don't have ...
New Subscription Options Effective Sept 1, 2015 we are expanding our value pricing options to allow your club to choose the level of service that best meets your needs. Subscription Options In the 5 years since we last changed our prices, we've been continually improving ...
Announcing Ticker Research Right At Your Fingertips! Do you need to do a stock report for your next investment club meeting? Would you like to be able to quickly find more information during a stock discussion? If so, we've added a new feature to help ...
Stay inside where it's warm! If you need indoor activities to keep you occupied, we have just the thing. If you have your 1099's and have verified your club records are accurate, it's time to prepare your investment club taxes. The bivio federal tax program ...
It's almost time to prepare your investment club taxes. Join us for a webinar on Feb. 8, 2015 at 4PM ET and we'll show you how. We'll go through all the steps you should follow to use the bivio tax program. You'll see how to ...