I would like to know if Calumet Specialty Products Partners, LP (CLMT) is the type of partnership that may result in tax filing problems with Bivio. It is not listed on the "Before you Invest" list on Bivio but it appears as it may be ...
Just a reminder that this Sunday we'll be doing the final session of our three part investment club treasurer training series. This webinar will give you an overview and chance to ask questions about some of the treasurer tasks you do less frequently. We'll discuss ...
I must be missing something but I cannot find a report that shows how our stocks are doing. For example, the MicNOVA Model Investment Club of Northern Virginia: We bought SYK on 3/2009 for $1,004 and current value after 25 months is $1,945. I believe ...
Just a reminder that the next Manifest Investing Challenge club meeting is tomorrow, May 17 at 8:30PM. It's virtual. It's online, it's free and everyone is invited. You can just listen or you can participate. Last months meeting included a lively discussion about ABAT. What ...
The recording from the May Club Meeting Meeting is now posted at www.bivio.com/clubmm . You will find links to both the full presentation and the educational topic only. The educational topic presented was "Investment Club Accounting-An Orientation for All Club Members" We got some nice ...
If anyone has sample bylaws or a partnership agreement that addresses online or out-of-state members could you please send me a copy? I am trying to revise our bylaws to allow one of our members to remain in our club as he moves out of ...
Our bank account has fallen out sync with our Bivio account and I need to get the bank balance corrected. I can't figure out how to enter an adjusting amount to the bank balance without attributing it to a member or another account. Is this ...
Congratulations to the Mad Loot Investment Club from New Jersey. They are the winners of a free, 1 year bivio subscription in our tax season gold star contest! And Congratulations to the treasurer of the Exclusive Investment Club from Ohio. Their club has earned them ...
I am trying to withdraw a member with a combination of transferred stocks & cash. I've transferred two different stocks to the member but the transfers took place on two different days. How do I enter the withdrawal? When I first tried to enter the ...
On Mon, Apr 25, 2011 at 3:32 PM, Amy Carlson < amy.carlson@comcast.net > wrote: We have been a club for almost 10 years and we (I think) are doing quite well right now. But, up until now we have hand feed everyone on how we ...
An investment club is an investment partnership for accounting and tax reporting purposes. This impacts the way your club records need to be kept as well as your personal tax situation. If everyone in your club has a basic understanding of your club record keeping, ...
We just met last night and our club continues to be impressed by our stocks' performance. I'm wondering if our returns are common with what other clubs are experiencing or if we're actually doing what we set out do MAKE MONEY. :-) Is there someplace ...
We've been struggling with getting reimbursed for expenses by our brokerage house. See, we don't have a checking account in our club's name (too expensive for our small group) and we cannot get wire transfers or checks made out to any other name than our ...
We are an online club and are looking for a list of states where we would be required to file a partnership return. The real issue is in our search for new members, are there states we want to avoid. We registered our club in ...