Hi, Just to be sure that I understand, I am assuming that this 'fee' did not appear on your December statement, but does appear on your January statement. Is that right. If so, I would enter the amount as a deductible expense as of 12/31/09. ...
I am no expert in web design, or technology for that matter! <G> But I would like to comment on Ellen's recommendation for a blog. I visited each club blog she sited as examples, and both of them directed me to their respective websites, elsewhere. ...
Our club is just starting with bivio, and I have 2 general questions: 1) I keep seeing webinars I'd like to join but they're always at the wrong time for me (like this Sunday when our first grandchild is visiting!). Are webinars ever posted where ...
Hello WISERETTES, I didn't know if any of you participated in the BIVIO webinar today, regarding doing a club audit. It was very good. An audit is something we really should be doing each year for prior year, before filing taxes. The audit needs to ...
Mark Robertson has begun a new monthly series at bivio called Dashboard Diagnostics. He will be analyzing and discussing club portfolios. To request a public review of your club's portfolio, submit your story to Mark at expected_returns@bivio.com. Over the course of the coming year, he'll ...
I listened to your audit seminar today and have a question. I became treasurer 1 1/2 years ago. At that time, a few of our stock shares didn't match exactly with the bivio stock shares. I was told by the outgoing treasurer that the small ...
Would the Member Tax Allocation report give the amount of tax to report after the audit instead of waiting for the K-1 since that form isn't sent to the IRS anyhow? Carolyn Raftis MHB Investment Club
I'm a little confused about this bulletin It says below that there are free webinars this weekend (January 30 and 31st) to understand bivio taxes, but when I click the link it lists tac prep webinars in february.. Are these two differen webinars? If so, ...
We placed a Trailing Stop, GTC, about 60 days ago on a stock with TD Ameritrade. When I checked our account, the Stop order was gone. I asked TD to investigate and was told that when a stock issues a dividend, TD "Administratively" cancels the ...
Our club received a commission adjustment of .54 cents from Scottrade. I am not sure how to Identify the credit? Thanks in advance for any help! Michael Healy B&H Investments
I was just looking at myiclub and it generates member ownership charts, portfolio performance charts. I don't see that from bivio. Does bivio create charts/graphs or only reports? Do you have plans to create charts? thanks, eTana, Stockettes Investment Club