Hi all, We have a new member who has asked if her shares can be in the name of her trust. Our PA says no, but I can't remember why this is. Our original PA was based on the BI agreement, with changes recommended by ...
The bivio programmers have been busy adding newA chartsA to selected bivio reports.A These newA chartsA are now available for clubs at all subscription levels. Here are some quick tips to begin:A You can find theA chartsA in bivio by selecting Accounting > Reports &A ...
We are looking for some suggestions on how to handle the withdrawal and other issues related to the death of one of our members Our club president passed away in mid-August. I am now the new president of the club. Our club is now down ...
We have a potential member who resides in Massachusetts desiring to join our club in New York? Can this work. I can run federal tax forms for her , but presume she will need to take responsibility for her Massachusetts forms.
We have a club member setting up their trust. They are requesting to provide a Transfer on Death/TOD form to our club to protect heirs from probate. Is there a way that we can honor that? Linda Macdougall
I am moving from Maryland to Northern Virginia.A I am looking for a new investment club in that area, preferably near Burke, VA, who might be acceptingA new members.A Any ideas? Peter Dunkelberger Sumner Stock Selectors Investment Club
Good evening, Have any other clubs had issues with the IRS incorrectly classifying them as a 'Qualified Opportunity Fund'? Our club received an IRS penalty assessment for 'Failure to Maintain Investment Standard for a Qualified Opportunity Fund'. Our club has never certified as such there ...
We have some of our cash invested in FRBXX. When I go to enter it (as I would with a stock) the ticker is not found in Bivio. I've searched the boards and Help and am not finding guidance on tracking a mutual fund holding ...
Our club has been with e-trade, which was brought out by morgan Stanley. As I new treasurer, Morgan Stanley is making us jump through hoops to get a new authorized person on the account. I am fed up! If the club votes, we will switch ...
We have been with Schwab and are transitioning to Fidelity. Schwab has been such a pain to deal with since our account was acquired by them from Ameritrade (broker we really loved). Since the transfer, life has been a bad dream that went on and ...
We are an investment club in Wisconsin. We are a General Partnership. Does anyone know if General Partnerships in Wisconsin have to file the Beneficial Owners Information (BOI). Thank you! Sent from my iPad
We are in the process of reorganizing our folders and files in Bivio for our model investment club. Our current file structure has become somewhat unwieldy over the years, with too many folders. We have a members-only folder with subfolders. Since we are a model ...
Our partnership agreement states that in order to remove a club member, it requires agreement from members whose capital accounts total a majority of the value of all partners capital accounts. Our club will be voting on this matter. Our question is, how do we ...
We just had a member of our club pass away. We have never processed a deceased member's withdrawal before. We're wondering if there are any "dry run' tools that can be used to simulate a member withdrawal. Thanks in advance for your help! Len Delmolino ...