Laurie

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From: "Laurie Frederiksen" <laurie@bivio.biz>
To: "The Club Cafe" <club_cafe@bivio.com>
Sent: Thursday, November 6, 2014 1:50:27 PM
Subject: [club_cafe] Getting Ready For Tax Season

Preparing for Investment Club Tax Season What you need to do now to get ready

Want to avoid any tax season headaches? Take a little bit of time to join us for a webinar on Wednesday, November 19,2014 at 8:30PM ET. It's time to give some thought to your investment club taxes so you can make sure to address anything that needs to get done before the end of the calendar year. We'll outline what you'll need to know about the 2014 tax season and what you can do now to make sure you're ready. The new cost basis reporting rules make it more important than ever to understand what you need to do to verify that your club records agree with your brokerage. Get any problems addressed now and breeze through tax season quickly. We want you to enjoy the holiday season feeling comfortable that your club will be prepared and tax season will be simple and free of stress. We'll discuss: Filing requirements A brief overview of the tax preparation process Important dates Getting your records ready Cost basis reporting issues you need to address as soon as possible Types of investments that will cause you problems with tax preparation Tax loss harvesting Things to take care of prior to the end of the calendar year We encourage all members of your clubs to join us. Taxes aren't only the treasurer's responsibility! Everyone who is a member of an investment club is responsible for making sure that correct taxes are filed. It's online, it's free and everyone is invited but space is limited. Register Now To Join Us! Looking forward to sharing an evening with you all! PS.  Don't pay any attention to emails from others encouraging you to buy a "Tax Printer".  Since you're a bivio subscriber, you have nothing extra you need to purchase to prepare your Federal taxes!

Preparing for Investment Club Tax Season What you need to do now to get ready

Want to avoid any tax season headaches? Take a little bit of time to join us for a webinar on Wednesday, November 19,2014 at 8:30PM ET. It's time to give some thought to your investment club taxes so you can make sure to address anything that needs to get done before the end of the calendar year. We'll outline what you'll need to know about the 2014 tax season and what you can do now to make sure you're ready. The new cost basis reporting rules make it more important than ever to understand what you need to do to verify that your club records agree with your brokerage. Get any problems addressed now and breeze through tax season quickly. We want you to enjoy the holiday season feeling comfortable that your club will be prepared and tax season will be simple and free of stress. We'll discuss: Filing requirements A brief overview of the tax preparation process Important dates Getting your records ready Cost basis reporting issues you need to address as soon as possible Types of investments that will cause you problems with tax preparation Tax loss harvesting Things to take care of prior to the end of the calendar year We encourage all members of your clubs to join us. Taxes aren't only the treasurer's responsibility! Everyone who is a member of an investment club is responsible for making sure that correct taxes are filed. It's online, it's free and everyone is invited but space is limited. Register Now To Join Us! Looking forward to sharing an evening with you all! PS. Don't pay any attention to emails from others encouraging you to buy a "Tax Printer". Since you're a bivio subscriber, you have nothing extra you need to purchase to prepare your Federal taxes!

Gloria, I don't know if you have a brokerage account yet but here is a suggestion since you brought up using DRIPs. Scottrade has a FRIP program which is basically a flexible drip program. The difference is instead of buying shares in the same company that pays the dividend you can direct the dividends to whatever stock you want free of any fees. So, I pool my dividends together and buy shares of the stock that looks like the best buy at that time. This way I am not buying shares when I think the stock is overpriced. So you choose which stock to buy. I have a few company stocks that I have not paid any transaction fees to buy them.

John Rice

ABODI Investment Club

On Tuesday, November 18, 2014 5:43 AM, Gloria Graham <ggraham803@gmail.com> wrote:

Our club will be disbanding at the end of the year. Is it better to sell our stocks at the end of the year? We live in Florida. I'd like to do this as painless as possible. I'm looking into DRIPs for myself.

On Nov 6, 2014 1:50 PM, "Laurie Frederiksen" <laurie@bivio.biz> wrote:

Preparing for Investment Club Tax Season What you need to do now to get ready

Want to avoid any tax season headaches? Take a little bit of time to join us for a webinar on Wednesday, November 19,2014 at 8:30PM ET. It's time to give some thought to your investment club taxes so you can make sure to address anything that needs to get done before the end of the calendar year. We'll outline what you'll need to know about the 2014 tax season and what you can do now to make sure you're ready. The new cost basis reporting rules make it more important than ever to understand what you need to do to verify that your club records agree with your brokerage. Get any problems addressed now and breeze through tax season quickly. We want you to enjoy the holiday season feeling comfortable that your club will be prepared and tax season will be simple and free of stress. We'll discuss: Filing requirements A brief overview of the tax preparation process Important dates Getting your records ready Cost basis reporting issues you need to address as soon as possible Types of investments that will cause you problems with tax preparation Tax loss harvesting Things to take care of prior to the end of the calendar year We encourage all members of your clubs to join us. Taxes aren't only the treasurer's responsibility! Everyone who is a member of an investment club is responsible for making sure that correct taxes are filed. It's online, it's free and everyone is invited but space is limited. Register Now To Join Us! Looking forward to sharing an evening with you all! PS. Don't pay any attention to emails from others encouraging you to buy a "Tax Printer". Since you're a bivio subscriber, you have nothing extra you need to purchase to prepare your Federal taxes!

The FRIP plan is free. If you want you can use my referral code when you open an account and we both get 3 free trades. Referred by:JOHN RICE ReferALL code:EIAN8289

John Rice

ABODI Investment Club

On Tuesday, November 18, 2014 8:19 AM, Gloria Graham <ggraham803@gmail.com> wrote:

Thanks what's the cost to set up?

On Nov 18, 2014 10:48 AM, "John Rice" <rice.j1969@att.net> wrote:

Gloria, I don't know if you have a brokerage account yet but here is a suggestion since you brought up using DRIPs. Scottrade has a FRIP program which is basically a flexible drip program. The difference is instead of buying shares in the same company that pays the dividend you can direct the dividends to whatever stock you want free of any fees. So, I pool my dividends together and buy shares of the stock that looks like the best buy at that time. This way I am not buying shares when I think the stock is overpriced. So you choose which stock to buy. I have a few company stocks that I have not paid any transaction fees to buy them.

John Rice

ABODI Investment Club

On Tuesday, November 18, 2014 5:43 AM, Gloria Graham <ggraham803@gmail.com> wrote:

Our club will be disbanding at the end of the year. Is it better to sell our stocks at the end of the year? We live in Florida. I'd like to do this as painless as possible. I'm looking into DRIPs for myself.

On Nov 6, 2014 1:50 PM, "Laurie Frederiksen" <laurie@bivio.biz> wrote:

Preparing for Investment Club Tax Season What you need to do now to get ready

Want to avoid any tax season headaches? Take a little bit of time to join us for a webinar on Wednesday, November 19,2014 at 8:30PM ET. It's time to give some thought to your investment club taxes so you can make sure to address anything that needs to get done before the end of the calendar year. We'll outline what you'll need to know about the 2014 tax season and what you can do now to make sure you're ready. The new cost basis reporting rules make it more important than ever to understand what you need to do to verify that your club records agree with your brokerage. Get any problems addressed now and breeze through tax season quickly. We want you to enjoy the holiday season feeling comfortable that your club will be prepared and tax season will be simple and free of stress. We'll discuss: Filing requirements A brief overview of the tax preparation process Important dates Getting your records ready Cost basis reporting issues you need to address as soon as possible Types of investments that will cause you problems with tax preparation Tax loss harvesting Things to take care of prior to the end of the calendar year We encourage all members of your clubs to join us. Taxes aren't only the treasurer's responsibility! Everyone who is a member of an investment club is responsible for making sure that correct taxes are filed. It's online, it's free and everyone is invited but space is limited. Register Now To Join Us! Looking forward to sharing an evening with you all! PS. Don't pay any attention to emails from others encouraging you to buy a "Tax Printer". Since you're a bivio subscriber, you have nothing extra you need to purchase to prepare your Federal taxes!

Gloria, I don't know if you have a brokerage account yet but here is a suggestion since you brought up using DRIPs. Scottrade has a FRIP program which is basically a flexible drip program. The difference is instead of buying shares in the same company that pays the dividend you can direct the dividends to whatever stock you want free of any fees. So, I pool my dividends together and buy shares of the stock that looks like the best buy at that time. This way I am not buying shares when I think the stock is overpriced. So you choose which stock to buy. I have a few company stocks that I have not paid any transaction fees to buy them.

John Rice

ABODI Investment Club

On Tuesday, November 18, 2014 5:43 AM, Gloria Graham <ggraham803@gmail.com> wrote:

Our club will be disbanding at the end of the year. Is it better to sell our stocks at the end of the year? We live in Florida. I'd like to do this as painless as possible. I'm looking into DRIPs for myself.

On Nov 6, 2014 1:50 PM, "Laurie Frederiksen" <laurie@bivio.biz> wrote:

Preparing for Investment Club Tax Season What you need to do now to get ready

Want to avoid any tax season headaches? Take a little bit of time to join us for a webinar on Wednesday, November 19,2014 at 8:30PM ET. It's time to give some thought to your investment club taxes so you can make sure to address anything that needs to get done before the end of the calendar year. We'll outline what you'll need to know about the 2014 tax season and what you can do now to make sure you're ready. The new cost basis reporting rules make it more important than ever to understand what you need to do to verify that your club records agree with your brokerage. Get any problems addressed now and breeze through tax season quickly. We want you to enjoy the holiday season feeling comfortable that your club will be prepared and tax season will be simple and free of stress. We'll discuss: Filing requirements A brief overview of the tax preparation process Important dates Getting your records ready Cost basis reporting issues you need to address as soon as possible Types of investments that will cause you problems with tax preparation Tax loss harvesting Things to take care of prior to the end of the calendar year We encourage all members of your clubs to join us. Taxes aren't only the treasurer's responsibility! Everyone who is a member of an investment club is responsible for making sure that correct taxes are filed. It's online, it's free and everyone is invited but space is limited. Register Now To Join Us! Looking forward to sharing an evening with you all! PS. Don't pay any attention to emails from others encouraging you to buy a "Tax Printer". Since you're a bivio subscriber, you have nothing extra you need to purchase to prepare your Federal taxes!

Gloria,

I just talked to our local Scottrade office and found out that they have temporarily suspended the FRIP program for new investors while they work out some issue (kink) with the program. They were not able to tell me when this restriction may be lifted, but did indicate that if you talk direct to them, they may be able to give you a few free trades to compensate.

It is a nice program and we have been making use of it for about a year, mostly for adding shares to a stock that we currently own.

Rich

B.R.I.G. (Book Readers Investment Group)

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Gloria Graham
Sent: Thursday, November 20, 2014 8:55 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Getting Ready For Tax Season

Hi John
Is this program still active? I went online and read a lot of reviews then I saw one that said Scottrade stopped the program for new investors.

Gloria,

I just talked to our local Scottrade office and found out that they have temporarily suspended the FRIP program for new investors while they work out some issue (kink) with the program. They were not able to tell me when this restriction may be lifted, but did indicate that if you talk direct to them, they may be able to give you a few free trades to compensate.

It is a nice program and we have been making use of it for about a year, mostly for adding shares to a stock that we currently own.

Rich

B.R.I.G. (Book Readers Investment Group)

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Gloria Graham
Sent: Thursday, November 20, 2014 8:55 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Getting Ready For Tax Season

Hi John
Is this program still active? I went online and read a lot of reviews then I saw one that said Scottrade stopped the program for new investors.

On Nov 18, 2014 10:48 AM, "John Rice" <rice.j1969@att.net> wrote:

Gloria, I don't know if you have a brokerage account yet but here is a suggestion since you brought up using DRIPs. Scottrade has a FRIP program which is basically a flexible drip program. The difference is instead of buying shares in the same company that pays the dividend you can direct the dividends to whatever stock you want free of any fees. So, I pool my dividends together and buy shares of the stock that looks like the best buy at that time. This way I am not buying shares when I think the stock is overpriced. So you choose which stock to buy. I have a few company stocks that I have not paid any transaction fees to buy them.

John Rice

ABODI Investment Club

On Tuesday, November 18, 2014 5:43 AM, Gloria Graham <ggraham803@gmail.com> wrote:

Our club will be disbanding at the end of the year. Is it better to sell our stocks at the end of the year? We live in Florida. I'd like to do this as painless as possible. I'm looking into DRIPs for myself.

On Nov 6, 2014 1:50 PM, "Laurie Frederiksen" <laurie@bivio.biz> wrote:

Preparing for Investment Club Tax Season What you need to do now to get ready

Want to avoid any tax season headaches? Take a little bit of time to join us for a webinar on Wednesday, November 19,2014 at 8:30PM ET. It's time to give some thought to your investment club taxes so you can make sure to address anything that needs to get done before the end of the calendar year. We'll outline what you'll need to know about the 2014 tax season and what you can do now to make sure you're ready. The new cost basis reporting rules make it more important than ever to understand what you need to do to verify that your club records agree with your brokerage. Get any problems addressed now and breeze through tax season quickly. We want you to enjoy the holiday season feeling comfortable that your club will be prepared and tax season will be simple and free of stress. We'll discuss: Filing requirements A brief overview of the tax preparation process Important dates Getting your records ready Cost basis reporting issues you need to address as soon as possible Types of investments that will cause you problems with tax preparation Tax loss harvesting Things to take care of prior to the end of the calendar year We encourage all members of your clubs to join us. Taxes aren't only the treasurer's responsibility! Everyone who is a member of an investment club is responsible for making sure that correct taxes are filed. It's online, it's free and everyone is invited but space is limited. Register Now To Join Us! Looking forward to sharing an evening with you all! PS. Don't pay any attention to emails from others encouraging you to buy a "Tax Printer". Since you're a bivio subscriber, you have nothing extra you need to purchase to prepare your Federal taxes!