Am looking at the NAIC Accounting Manual from
March 1991, page 74.  It indicates the six steps for
a merger are relative simple.
However, this manual is precomputer and tells how to
keep club books on a manual (paper) basis.
   I am only two months into using Bivio.  Can Bivio
take care of a merger?  Are mergers still viable and
"relative simple"?

Bivio handles mergers just fine. Unfortunately, they are not always simple. You need to review the documentation provided by the company to know how to enter the merger. Generally, non-taxable and fully taxable mergers are easiest. The first uses the merger button; the second is a sale and purchase. However, recently a new variation has become very popular, the stock plus cash merger. It's best to ask here or on the BI club-treasurers listserv if you have a specific merger to enter and one of the experts will provide guidance.

 

Ira Smilovitz