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 ...
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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. ...
Thanks for everyone's input. And I certainly wouldn't go back and change anything prior to this year. Someone wrote that they didn't know why anyone (treasurer) would worry about when and how much someone paid. When you have only ten members and the minimum required ...
I am the treasurer of our club which is 14 years old and just learned that I am probably using this software incorrectly. Prior to 09, we used NAIC accounting software. We are a small club of ten ladies. The only expenses we have are ...
Hello, I have recently learned about 'fees' in bivio. In my club I am not the administrator or treas. In the Help menu there is no subject -fees- so I am wondering how a member can get detailed info on the topic. I went to ...
I am the original person who asked about setting up a petty cash account. Several others have asked what we would use the money to purchase. The purpose of the petty cash account would be to purchase misc. office supplies - stamps, envelopes, a binder ...