If you have a bank nearby that will open a free checking account for the club, I would do that. This way you can deposit the money and not have to worry about it being misplaced, stolen, etc. Once you have enough to fund your ...
We've just set up our club and are using OptionsXpress along with Bivio. My question pertains to dues. OptionsXpress doesn't allow deposit from any account other than one in the same name (meaning, we can only deposit from a bank account that is in the ...
They're not. MA doesn't allow deductions. Ira Smilovitz In a message dated 01/27/08 11:30:19 P.M. Central Standard Time, pbleic@bivio.com writes: Unfortunately, the tax software doesn't cover Massachusetts. I am trying to reconcile the 1065 from Bivio with Form 3 in MA. I have a first ...
Unfortunately, the tax software doesn't cover Massachusetts. I am trying to reconcile the 1065 from Bivio with Form 3 in MA. I have a first year club that buys stock and has never sold a stock. My question regards deductible expenses. These are recorded on ...
In a message dated 12/31/2007 6:40:21 P.M. Eastern Standard Time, ripwest@comcast.net writes: << Maybe we are talking about two different workshops. The one that is on the stockcentral site makes no mention of bivio. >> There is a redacted version of my workshop in the ...
bivio.com will be unavailable from 12a MST to 9a MST for system maintenance. Feel free to try bivio.com some time in the morning as we may be able to complete server upgrade earlier than 9a. We'll email this list when the server is back online. ...
I don't believe mutual funds use time-based. I think they use snapshot. That's why you hear of people complaining that they bought the mutual fund on December 1 and suddenly have all this tax to pay when the fund makes its distribution in mid-December. In ...
I'm teaching a class this weekend in Maine. How do I explain the difference and support the recommendation for Time Based. I know you've talked about it a lot but I can't find the basic explanation. How does a member gain from Time based? Is ...
Greetings, Our group, FIG, is finally ready to use your service. We are sending the appropriate documents and deposit to Scottrade to open the account. We are considering your site and a competitor right now, but leaning toward bivio. Here are my questions. Please keep ...
Simple answer. Find a different bank and/or a different broker. Ira Smilovitz In a message dated 01/23/08 2:02:03 A.M. Eastern Standard Time, jennifer@bivio.com writes: Kerry Ashford wrote: > Kerry Ashford wrote: > > Jennifer Winkler wrote: > > > We've just set up our club ...
Due to Phyllis's (wise) decision to put in buy orders, with Limit amounts, last night after our meeting we benefited from an early opening drop in prices and bought Starbucks at $17.76 and Whole Foods at $34.33 !! There will be broker fees and commission ...
On Feb 9 the Northwest Indiana Chapter BI will conduct a workshop on a club treasurer's year-end chores, including tax return preparation, both federal and Indiana. We are using a bivio free trial club to do the 2007 tax year accounting and preparation of the ...