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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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
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 ...
Thanks, everyone, I thought I'd get a rise over the 15% withdrawal fee. Wish I'd brought it up sooner. I have brought this up every time a member left and the response (charter members , of which there are fewer and fewer) is that "we ...
Good morning everyone, I know some of you have family clubs or have thought about starting family clubs and have had questions about tax consequences for the minors in your clubs. Here is a nice overview by the IRS of the rules pertaining to the ...