Good Morning Everyone, Here we are. Happy due date for 2010 Income taxes! Filing and paying taxes is certainly not the most fun part of being an investor but it is part of what you need to learn about and deal with if you are ...
Hi Everyone, Just a heads up. I just learned something. While the due date for Federal personal and partnership returns is Monday April 18 this year, the deadline for returns for my state of Michigan is still April 15. If you still need to file ...
Join us for for this monthly review of a real club portfolio. It's free and everyone is invited. Register now at www.bivio.com/club_cafe Laurie Frederiksen
I used to easily find subject of interest by searching for that word. how do i do that now? also, i was just now given the option "do not send message to club members." would tht keep me from getrting all these bvio messages, if ...
Lynn--look at what Lynn had to say--seems to be good advice to me. Original Message From: "NICOLE MOORE" <jandnmoore@aol.com> To: ckwils@mchsi.com Sent: Sunday, April 10, 2011 5:24:33 AM GMT -08:00 US/Canada Pacific Subject: Re: Leaving Member Hi Colin, Our PA says that we can use ...
The Stockettes Club of Maryland is finally disbanding after 15 years. (With only 6 members, there were decision-making differences). One or 2 members might want to have appreciated stock transferred to us. The club and I still do not understand the tax implications of this. ...
I thought I waited long enough, but we received a dividend for a stock sold on 2/24/11, with an ex-dividend date of 2/24/11 (Novartis). I have already processed the withdrawal for the members, since our club is disbanding, so our Bivio account now shows a ...
The head of the IRS, Doug Shulman, just gave a speech at the National Press Club. In it he highlighted some of his visions for ways to make complying with the tax laws more streamlined and less cumbersome. Paying taxes and dealing with the IRS ...
We closed our club in February and sold all stocks, leaving a small balance in the Money Markets account with the broker. We can't disburse all funds until a 1099 is published (say, February 2012) and the FINAL IRS tax Form 1065 is completed. Do ...
A. A scary, complicated document which is good for putting me to sleep at night. B. Something I look forward to reading to get real insight into the state of the businesses I have invested in. C. I don't know but I'd like to learn ...
We have a member who is withdrawing and we are paying the share out in cash. The member's bank account is linked to our brokerage account and they would like an electronic transfer. I am unsure of the cleanest way to do this. Should I ...
Hello, A member of our DIVA! group has decided to leave the group. This is a first for us so are trying to figure out the best and most fair way to give her her share. Whether it be in cash, cash/stock, or all stock. ...
Hi Laurie, When you have a second would you mind updating the relative return graph for our club? Thanks for your help! Andy Stocks and Bonding Investment Group
Account sync for our club has not updated since Dec 21, 2010. I updated the password but all transactions subsequent to Dec, 2010 are still not getting updated. What is the solution?
Our club has been using Bivio for a little over a year now - its a great service - Club Accounting is a breeze and the support team, published documentation, and webinars are a great help in answering most questions that we may have. On ...