Hello, I am not an accountant and this question is about the BI software for Portfolio Manager. Maybe someone here can help me out. When entering data for a new stock purchase there is a field for "cash flow". The PM 'help' says the S+P ...
Our club set up an account in BIVIO for expenses, called petty cash. We have to much in it and want to refund it back to the members. Question 1: Are there any tax issues associated with this? Question 2: If members want it put ...
My formal training and background is in investment performance measurement, so I am reasonably educated on matters of portfolio management and analysis. However, my knowledge of club administration and regulation is marginal at best. We (the club members) modeled and drafted our club agreement after ...
Hi I used to be a bivio club member before moving to Mpls and I am now looking for club close by. (arnd minneapolis, MN, preferably arnd MSP airport area). Please help me find a club in Mpls. I can be reached at paritosh.panchal@gmail.com.
The examples that we can find for partnership agreements all seem to presume that the partner/grantor of a Revocable Living Trust is also the SOLE current trustee. Does anyone have language for when the spouse or someone else is a co-trustee? Some agreements call for ...
In our clubs by-laws we charge a $100 fee when a member withdraws from the club. We have been active for over two years and this is the first time we have had a partner withdraw. We have enough cash to pay out the member ...
The current economy has made it necessary to disband. We are a 10 year plus club--so it is rather sad. We had half the club quit in November and the 7 left were not happy. So we have sold all outr stock and are awaiting ...
We have a club with 3 non-us persons and the IRS sent us a letter regarding a possible tax penalty. We filed the forms prepared by Bivio but it seems that we needed additional forms. How we should go about this since only had a ...
A Good Credit Score is 700 or Above. See Yours in Just 2 Easy Steps! (http://pr.atwola.com/promoclk/100126575x1221322941x1201367178/aol?redir=http://www.freecreditreport.com/pm/default.aspx?sc=668072&hmpgID=115&bcd=Mayfooter51809NO115)
Hello, Let me describe my quandry and then I will ask the question. I am comparing my current payments (and the club's totals) 'Member Status Reports' to those of last summer. And I have looked at several, back about two years. So I am comparing ...
Trades done on 4/9/2009 showed up on Bivio the next day and then again on 4/18/2009. We are with TDAmeritrade. Has anyone else experienced this? Ajay Sareen
Good meeting last night all. Here is what we composed as our Mission. Learning by investing in international, national and local companies, we manage a portfolio to increase our financial literacy. Through regular monthly investing ($25 or $50) members accumulate ownership in the club's portfolio. ...