club_cafe: Snapshot vs Time-Based Allocation

iras1 on

You should always use time-based. Members coming and going shouldn't affect the decision.

Ira Smilovitz

In a message dated 02/17/08 3:42:59 P.M. Eastern Standard Time, etana_finkler@bivio.com writes:

Portfolio went from $35k to $15k due to 4 members
withdrawing (half the membership). Would it make sense to do
Snapshot for '07's taxes and Time-Based allocation for next
year? Or...should do the recommended time-based for last
year and the next year?

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