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TD Ameritrade total vs Bivio Does anyone else ever have problems getting their TD Ameritrade total to match your Bivio total? I go back and check to make sure that all dividends and interest are added correctly from Ameritrade to Bivio and still find that Ameritrade shows our club to ... Linda H. Moore 2 messages
Current Valuation for Public Service Enterprise Group In trying to produce the valuation report for our club, I note that the valuation report for 3/26/10 has a footnote that "The following investment(s) do not have current valuations: 03/19/2010 Public Service Enterprise Group Inc." I am wondering why that is the case, and ... Howard A Fabry 2 messages
Withdrawals-Introduction There is a lot to understand when a member wants to withdraw some or all of their funds from your club. It's not something a club treasurer needs to deal with very frequently and many questions arise when it comes up. Over the coming days, ... Laurie Frederiksen 1 message
The bivio Library When I was a kid, the library was the place you went to get a book. The best part was that while you were looking for it, you found lots of other great books that you wanted to read. In that spirit, we've started the ... Laurie Frederiksen 3 messages
Before You Invest Hi everyone, We have started a new webpage, "Before You Invest" which includes a list of investments which may make your club accounting difficult if not impossible to do using bivio. If you have any questions before you make an investment, check this list. You ... Laurie Frederiksen 1 message
ETF - emerging markets We are contemplating VWO. What tax reporting issues might we anticipate? Jeanne Tieken 2 messages
REITs The recent posts about the difficulty with investment clubs owning MLPs at tax time has been invaluable. I think there was a much earlier posting that indicated REITS could be as troublesome at tax time as MLPs. Since we have several REITs on our watch ... Sherrill Byrnes 11 messages
MOO We may need to look at this investment. Bruce Wood 1 message
Late Filing Penalties Hi Everyone, Fyi, this is hot off the press from our friends at the IRS..... The late filing penalty for partnership returns increases from $89 to $195 per partner or shareholder for taxable years beginning after Dec. 31, 2009. Don't forget. Everyone needs to file ... Laurie Frederiksen 1 message
Your Monthly Financial Report Each month, you should review the status of your groups finances. A monthly report to your group by your treasurer or financial partner should include the first three reports on the Accounting>Reports page In the next few days, we'll go into more detail on how ... Laurie Frederiksen 1 message
Tim Hortons i received a 1099-B from Tim Hortons that i received gross proceeds from them when they transfered from a US Company to a Canadain Company and my CPA now tells me that i have to claim that is income for my taxes has anyone else ... Herb Lemcool, Jr. 9 messages
Suggestions for withdrawl rules We are going to change our partnership agreement soon to remove the 1% withdrawl penalty, adding a ban on REIT and MLP's investing, and adding options as a choice. Should we add any rules on partial withdrawls, such as a limit to how many partial ... John Rice 3 messages
FOREING Hello, I have a question regarding the participacion of a FOREIGN NON US CITIZEN in my Investment Club, how should we handle this? any tips? regards Tomas Tomas Alberto Fernandez Garcia 6 messages
Spouse taking departing husband's place in the club. We lost a member through death and his spouse would like to take his place in the club. How do we handle this in Bivio? Jeanne Tieken 2 messages
List of deductible expenses Greetings, I'm interested in obtaining a comprehensive list of deductible expenses. For example, milage for driving to meetings, tolls, etc.. I would gather these travel related items are deductible.. Appreciate your help, James Choe 3 messages