Large portfolio

Susan Maciolek on

Are there any complications of a club portfolio getting too
large?

Susan M in WI

ira smilovitz on

If a club gets large enough that it can't meet the requirements of Schedule B, Question 4, it will have to complete extra parts of Form 1065 and its schedules.

Ira Smilovitz

On Wed, Aug 9, 2023 at 7:36â¯PM Susan Maciolek via bivio.com <user*29631800001@bivio.com> wrote:

Are there any complications of a club portfolio getting too
large?

Susan M in WI

Jeff Mohler on

How do I get off these emails chains?

Jeff Mohler, President

DISC Investment Club

Bethlehem PA

On Wed, Aug 9, 2023, 11:21 PM ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:

If a club gets large enough that it can't meet the requirements of Schedule B, Question 4, it will have to complete extra parts of Form 1065 and its schedules.

Ira Smilovitz

On Wed, Aug 9, 2023 at 7:36â¯PM Susan Maciolek via bivio.com <user*29631800001@bivio.com> wrote:
Are there any complications of a club portfolio getting too
large?

Susan M in WI

JOYCE WASHINGTON on

I would also like to be removed from all future emails. Thank you.

On Thu, Aug 10, 2023 at 6:06 AM Jeff Mohler via bivio.com <user*38361900001@bivio.com> wrote:

How do I get off these emails chains?

Jeff Mohler, President
DISC Investment Club
Bethlehem PA

On Wed, Aug 9, 2023, 11:21 PM ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:
If a club gets large enough that it can't meet the requirements of Schedule B, Question 4, it will have to complete extra parts of Form 1065 and its schedules.

Ira Smilovitz

On Wed, Aug 9, 2023 at 7:36â¯PM Susan Maciolek via bivio.com <user*29631800001@bivio.com> wrote:
Are there any complications of a club portfolio getting too
large?

Susan M in WI

M.G. Kademani on

Please use this link to unsubscribe from this list:

Leave Club Cafe

On 8/10/2023 9:20 AM, JOYCE WASHINGTON via bivio.com wrote:

I would also like to be removed from all future emails. Thank you.

On Thu, Aug 10, 2023 at 6:06 AM Jeff Mohler via bivio.com <user*38361900001@bivio.com> wrote:

How do I get off these emails chains?

Jeff Mohler, President

DISC Investment Club

Bethlehem PA

On Wed, Aug 9, 2023, 11:21 PM ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:

If a club gets large enough that it can't meet the requirements of Schedule B, Question 4, it will have to complete extra parts of Form 1065 and its schedules.

Ira Smilovitz

On Wed, Aug 9, 2023 at 7:36 PM Susan Maciolek via bivio.com <user*29631800001@bivio.com> wrote:

Are there any complications of a club portfolio getting too
large?

Susan M in WI

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