Mail - club_cafe - bivio Investment Clubs

Mail


club_cafe: account balance Original Message From: "Wayne Pisanchyn" <waynej3@bivio.com> To: "club cafe" <club_cafe@bivio.com> Cc: waynej3@epix.net Sent: Thursday, March 4, 2010 1:35:29 PM GMT -05:00 US/Canada Eastern Subject: club_cafe: account balance Wayne if you have a cash balance interest is paid on a daily basis. Bivio will include the ... Jednotakid 1 message
Tax printing question I haven't seen this question before. I have successfully completed the taxes for my club and it is now time to print and file them. Do I have to print page 2 of each K1? This is the page with the codes on it. It ... Marcia Meltzer 9 messages
account balance This is the first year I am treasurer for our club. We use Ameritrade for our trading. I noticed that the cash account balance in Bivio for Ameritrade is a different amount than the money market balance in Ameritrade. What can cause this? Can it ... Wayne Pisanchyn 1 message
NC Triad Investor Education Fair Hi folks, I know there are a lot of BetterInvesting members who populate this board. If any of you live in the BI NC Triad Chapter region, I would like to personally invite you to join me on March 27th in Greensboro, NC for their ... Lynn Ostrem 1 message
Form 1065 income question I'm going over our clubs 1065 form (generated from Bivio) now. Pages 4 and 5 are totally blank. We are a brand new club, and we made a whopping .34 cents this year! Is it incorrect that the .34 cents is not reported on the ... Ellen Shershow 25 messages
relationships We have several members related to other members, but not to all the members. At most there may be 3 members related to each other. The tax returns shows all the those members as owning over 80% of the club as though they all have ... Norma B. Salzman 7 messages
How to remove club? One of my members accidentally created a club that needs to be removed. How can she do that? thank you. M.G. Kademani 4 messages
Income Vs. Bank Service charge reversal Hello, Our bank charged us a $ 10 service fee that they credited back to us. The problem is that bivio is classifying it as Income which it really is not. This in turn is showing up in the tax return as income. I have ... Anish Bole 3 messages
relationships Norma B. Salzman 1 message
relationships Norma B. Salzman 1 message
Tax question: form 571-L OUr club received a form 571-L in the mail today. The form is from the Assessor-Recorder's office in the city of San Francisco, and it is titled 'Business and Property Statement City and County of San Francisco' Essentially, it seems to be asking for the ... Ellen Shershow 2 messages
Limit Holdings I have tried to find articles relating to not letting any industry or sector become more than of portfolio. We seem to remember about 20%, and I think that it is also suggested that no one member own more than 20% also. Was unable to ... Lois J Petersen 1 message
Limit Holdings I have tried to find articles relating to not letting any industry or sector become more than of portfolio. We seem to remember about 20%, and I think that it is also suggested that no one member own more than 20% also. Was unable to ... Lois J Petersen 1 message
Marvel / Disney Was there a final answer on whether this merger was an 2009 or a 2010 event? What is the harm if we just change the date, in Bivio, to the 4th as per our broker so that it matches with their statement? Signed, Impatient treasurer John Rice 2 messages
Member contributions report , when member reimbursed for club expense? For one part of our club's audit this year, our committee reviewed the report showing member contributions and withdrawals for the year. One member had paid for our Bivio subscription with a check of $99. Once the check was in the mail, I entered the ... Cynthia Johansson 2 messages