It appears to me that Ira's original (complete) tax prep
workshop is not available in PDF format. Is that correct?

> However, the original version is still
> on the StockCentral website, and can
> be found [as I found it in answering Rob]
> at
http://www.stockcentral.com/community/tabid/143/forumid/289/postid/1739/view/topic/language/en-US/Default.aspx

> Of course, you could always download
> the original posts and use PDF cute or
> something to put it into PDF format.

Yes, that's what I've done. I've been doing the taxes for
my club for 13 years and this year, for the first time, I've
got a volunteer to do the job instead. I want to give them
something to read through.

I may also remove all the references to CA3 and CAO since
they aren't relevent for our club (which uses bivio). I may
also move the stuff about REITs and mutual funds to an
appendix. That should eliminate several pages of material
and make the process look less daunting.

-Jim Thomas

Jim:
Would you mind sharing this with the other treasurers?
Looks like you put a lot of work into this. I use bibio.
Roy Schnell
CAIC Partnership
Crossville, TN
e-mail schnell5@frontiernet.net

Jim Thomas wrote:
> > Of course, you could always download
> > the original posts and use PDF cute or
> > something to put it into PDF format.
>
> Yes, that's what I've done. I've been doing the taxes for
> my club for 13 years and this year, for the first time, I've
> got a volunteer to do the job instead. I want to give them
> something to read through.
>
> I may also remove all the references to CA3 and CAO since
> they aren't relevent for our club (which uses bivio). I may
> also move the stuff about REITs and mutual funds to an
> appendix. That should eliminate several pages of material
> and make the process look less daunting.
>
> -Jim Thomas

> Would you mind sharing this
> with the other treasurers?

For several reasons, at present, I think I'd be on shakey
ground if I were to distribute an edited version. (1) It's
Ira's material and I haven't discussed that idea with him.
(2) The people at bivio haven't approved the bivio-specific
information and there is a place or two where Ira says he
doesn't know the best way to handle some unusual things in
bivio. (3) I haven't actually followed the instructions
myself (yet).

Anyone can read the complete workshop at
http://www.stockcentral.com/community/tabid/143/forumid/289/tpage/1/view/Topic/postid/1739/language/en-US/Default.aspx

-Jim Thomas

I understand and Thanks anyway.

----- Original Message -----
From: "Jim Thomas" <jimt@bivio.com>
To: <club_cafe@bivio.com>
Sent: Thursday, January 03, 2008 4:48 PM
Subject: club_cafe: Re: Tax preparation-first time


>> Would you mind sharing this
>> with the other treasurers?
>
> For several reasons, at present, I think I'd be on shakey
> ground if I were to distribute an edited version. (1) It's
> Ira's material and I haven't discussed that idea with him.
> (2) The people at bivio haven't approved the bivio-specific
> information and there is a place or two where Ira says he
> doesn't know the best way to handle some unusual things in
> bivio. (3) I haven't actually followed the instructions
> myself (yet).
>
> Anyone can read the complete workshop at
> http://www.stockcentral.com/community/tabid/143/forumid/289/tpage/1/view/Topic/postid/1739/language/en-US/Default.aspx
>
> -Jim Thomas
>
>

Jim Thomas writes:
> I may also remove all the references to CA3 and CAO since
> they aren't relevent for our club (which uses bivio). I may
> also move the stuff about REITs and mutual funds to an
> appendix. That should eliminate several pages of material
> and make the process look less daunting.

FYI, Ira and I working getting the full version on the Club Cafe as a
PDF. I would also like Ira to create a bivio-only version which
contains screen snapshots.

Unfortunately, we're overcommitted here, or we'd do this ourselves.
If anybody wants to create a bivio year-end tutorial, we'll gladly pay
you for your time. Email me directly if you want and have the skills
to do this.

Cheers,
Rob

Well, this is very interesting. The document I printed was
the one from the library. I'm glad it was pointed out here
that all mention of bivio was deleted. I just went to this
website, and printed page 1 as a pdf, and printed page 2 as
a pdf, so I have a 16page document and a 13 page document,
with no attachments: to see the attachments, I have to read
it online at stockcentral, which I can do, but is a pain.

Too bad this was "redacted," I had to look up the meaning of
that word! but now it is really a CAO/iclub document...

Etana

Rip West wrote:
> Jim,
> &nbsp;
> &lt;&lt;
> It appears to me that Ira's original (complete) tax
> prep
> workshop is not available in PDF format.&nbsp; Is that
> correct?
> &gt;&gt;
> &nbsp;
> I believe that's correct. Of course, you could always
> download the original posts and use PDF cute or something to put it into PDF
> format.
> &nbsp;
> Again, I think it's too bad that the original wasn't put
> into pdf format and made available for download.
>
> Rip West
> Saint Paul,
> MN

Well, this is very interesting. The document I printed was
the one from the library. I'm glad it was pointed out here
that all mention of bivio was deleted. I just went to this
website, and printed page 1 as a pdf, and printed page 2 as
a pdf, so I have a 16page document and a 13 page document,
with no attachments: to see the attachments, I have to read
it online at stockcentral, which I can do, but is a pain.

Too bad this was "redacted," I had to look up the meaning of
that word! but now it is really a CAO/iclub document...

Etana

Rip West wrote:
> Jim,
> &nbsp;
> &lt;&lt;
> It appears to me that Ira's original (complete) tax
> prep
> workshop is not available in PDF format.&nbsp; Is that
> correct?
> &gt;&gt;
> &nbsp;
> I believe that's correct. Of course, you could always
> download the original posts and use PDF cute or something to put it into PDF
> format.
> &nbsp;
> Again, I think it's too bad that the original wasn't put
> into pdf format and made available for download.
>
> Rip West
> Saint Paul,
> MN

Ira, Rip, Gene and all,

I am Carol Solomon, Treasurer in Etana Finkler's Stockettes
Club. I just printed and read the full version of your
workshop on Tax End Preparation over at Stock Central, that
included the bivio information.
http://www.stockcentral.com/community/tabid/143/forumid/289/tpage/1/view/Topic/postid/1739/language/en-US/Default.aspx

One question: how do we deal with the 4 members who withdrew
from the club in 2007? We sold some stock but most
transferred appreciated stocks to them; it was about 1/2 our
portfolio value.

Thanks, Carol (and Etana)

Thanks.
I see that bivio records for 2007 wont' be ready until Feb
1. Should we have our audit meeting before that or after
that?

Thanks, Carol

Rip West wrote:
> Carol,
> &nbsp;
> You really don't have to 'deal with those 4 members who