Hi All - Our club is currently with Scottrade and they will not allow us to have checkwriting privileges or do electronic transfers into our account from a linked checking account. I am wondering if any of you have had success with getting Scottrade to ...
WE have a member who wishes to transfer a portion of their shares to another member as settlement of a debt. Is this possible without incurring a taxable event?
We have a National Taxpayer Advocate whose job is to report to Congress each year about IRS issues affecting taxpayers and their dealings with the IRS. "Federal law requires the National Taxpayer Advocate to submit an Annual Report to Congress that identifies at least 20 ...
We use TDAmeritrade and they provide all those choices. In a message dated 1/11/2012 8:42:27 P.M. Pacific Standard Time, taro-asami@sbcglobal.net writes: Our club Rose of Sharon is currently w/ Chas Schwab. For info on inv service, brokerage,product fees, use locator for nearest branch by using ...
These are some of the topics of discussion at last weeks Trefis webinar. The recording is now posted for you to view at: January 5 Trefis Webinar The discussion included things like, Why does Pepsi command a higher PE than Coke? How many subscribers does ...
No. CO and MN only require filings from domestic (that is, registered in that state) clubs. PA (and NY and NJ) require filing as long as a partner is a resident of the state regardless of where the club is registered. Ira Smilovitz In a ...
PA, CO, and MN require clubs registered in that state to file state tax returns. PA also requires the club to file if any member is a resident of PA, though there is ongoing debate about whether the state can enforce the filing requirement on ...
99 is the max, I think that applies to all states or at least in California it does. Sent from my HTC on the Now Network from Sprint! Reply message From: "R. M. Shoppell" <mikeshoppell@gmail.com> Date: Tue, Jan 10, 2012 4:59 am Subject: [club_cafe] Membership ...
Not necessarily. If you exceed 100, you may have to register with the SEC and some states may have their own restrictions. Ira Smilovitz In a message dated 1/10/2012 8:00:39 A.M. Eastern Standard Time, mikeshoppell@gmail.com writes: Is there a limit on the number of members ...
Join us online tomorrow night for Dashboard Diagnostics as Mark Robertson looks at your (collective) portfolio. He'll be discussing the top 10 stocks held by the most bivio clubs (found on our homepage, www.bivio.com ) and also the top 10 stocks bivio clubs have the ...
A wash sale occurs when you sell a stock at a loss and have purchased or repurchase it again within 30 days. When that happens, you are not allowed to claim the loss at the time of the sale. The loss becomes an adjustment to ...
For those who have ever been interested in all the headlines about IPO's for companies such as Facebook, we'll spend a little time in the Trefis webinar tomorrow night talking about how those are valued. We'll also spend a little time talking about how to ...
The Beauty of Data Visualization I'm sure many of you are familiar with TED talks. In fact, if you're like us, many of you may have lost a few hours watching them. Here's one about the impact of seeing information in a visual form. The ...
Not sure when the change occurred, but nice front end look for bivio. The design is clean and streamlined. Please thank your design team. Any future plans for a mobile app version?