Our club's homepage has an Invite feature whereby I can extend invitations to club members and guests; however, I can not find how I would eventually delete or remove a non-member guest should they not become a club member. There are instructions on how to ...
The 2010 bivio Federal tax program has been released! It is available to any club with a current bivio subscription (including free trials). You will be able to access and use it by going to Accounting>Taxes. State taxes for NY, NJ and PA are also ...
Hello does bivio calculate a COMPOUNDED annual rate of return for the entire portfolio including stocks that have been sold? The understanding is that 14.9 % is the ideal return to double our money over five years. Thanks.
What is form 8893 and is the club supposed to file this with the IRS? What is a Consolated Audit? The box for this is checked in the questions about the club. Is this the default question for this question? Royal Schnell at e-mail royal5@frontiernet.net
Hi Everyone, I am sorry about this recent tax solicitation email. I have removed this person from the Club Cafe list for violating our Terms of Service. -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio
I have read a lot of the message board looking for my answer and have been unsuccessful, so here goes. A member is withdrawing from our club. Members of the club have raised the following questions.On each question assume they are all cash buy outs. ...
Hi Christine, It is very difficult to do club accounting and keep everyone "equal" though I understand how many clubs start out thinking this is important. My own club felt this way for many years. But, a club should be a longtime group and sooner ...
Dear Sirs and fellow Bivio Users, I would like to ask your opinion regarding Valuation, - when a member makes a contribution the more accuarate valuation date to use is: a) the valuation of the NAV of the day before the contribution b) the valuation ...
Our Investment club has 3 withdrawing members as of the end of December 2010. According to our partnership agreement, we have 90 days to pay the leaving members. The valuation used is to be the one on 12/31/2010 since our club valuation is done for ...
Hi Everyone, Are your club records correct? Has your club been filing club taxes correctly? Is your club ownership being tracked correctly? To get the answers to these questions and more it's important to regularly go through a club audit and have an independent group ...
Hi Everyone, February is tax month and we'll be doing lots of auditing and tax prep webinars so I've moved the Club Meeting Meeting webinar that had been scheduled for next Thursday, Feb. 3, to Thursday, March 3. If you've already registered for it, I ...
I'm posting this note with permission from Laurie. I am an instructor for InvestEd, and I've been working with clubs and their issues for 17 years. A growing number of instructors are putting together formal classes on CD and selling them to the community. I ...
Hi All- Do any of you have PowerPoints or handouts you have used in the past to recruit members. I am getting ready to have a meeting to talk about investment clubs with prospective members and I don't want to necessaruily re-invent the wheel if ...
How do I find out the cost basis on our club's CSCO? I thought the 30 shares we sold on 12/09/01 was the lot that we bought on 11/20/2000, but when I averaged the other 2 figures, the 3/16/2001 54 shares plus the 1/19/2011 47 ...