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?
For those of you who are interested in REIT's, here is a very nice pamphlet of information put together by the SEC. SEC Pamphlet on REIT's Of course, hopefully by now, you realize that the tax reporting issues they come with will make them problematic ...
Hi, We voted to close our club after 12 years. We have already notified our trade account and received the check from them. My question is, if we send out the payments to each partner, must they be deposited by the members and clear the ...
Starting with stocks you purchased in 2011, your broker is going to be reporting your cost basis to the IRS when they are sold. You want to make sure the numbers they will report are correct. Fortunately, this club caught a mistake in time to ...
Public companies are required to file a variety of reports with the SEC, detailing their financial results and any other things which are materially affecting their business. The SEC keeps all this information in a database called EDGAR and it is all available for you ...