How is the member performance calculated? Is it the difference between total dues and the market value of units or does it include total dues plus earnings and the market value of units? Thanks. Judith
I completed a withdrawal form for a member who passed away, and now that the check has cleared, it is showing up as a "snyc" and asking me to identify it. So it has been deducted twice. Can you tell me how to handle this? ...
We have 2 members who creat SSG in software other than TK. When uploaded to bivio it will not be able to be viewed by members. Are there any suggestions? Ray Marchand
A bivio user just wrote: > Lost everything when computer failed. How do I reestablish? This poor user just emailed us to help them. Fortunately, she or he lost nothing on bivio. Everything still there, safe in sound -- even in the middle of this ...
Im wondering if there's a way in bivio to allow our automated broker emails to be accepted to the club email - currently these emails don't get through and i think maybe that's because bivio just blocks it as spam maybe? any ideas? thanks Mike
Hello, We are dissolving are 15 year old club in which the nav went from 25 - 100. Of the the 15 members 7 want to receive stock and the rest cash. If I do member withdrawal and do full and say cash it is ...
In a message dated 12/10/2007 9:39:21 P.M. Eastern Standard Time, peter@bivio.com writes: We are dissolving are 15 year old club in which the nav went from 25 - 100. Of the the 15 members 7 want to receive stock and the rest cash. If I ...
Good Evening--New to Bivio and am loading activity history I have a merger between VIA.b and CBS where we originally own 109 of Viacom and when the merger occured we retained 54 shares of Viacom and received 54 shares of CBS plus cash in lieu ...
Hi I was wondering if I start a club this month will we need to submit tax forms for this year if no transactions are made. Or should we just wait til the beginng of the new year? Thanks, Jason
With respect to the screwed up GSF/RIG merger, all of the affected AccountSync clubs should now show the correct info. The GSF shares had a cash payment which was a combination of gain and return of capital, followed by a merger with RIG. RIG shareholders ...
Hi, I need some assistance accounting for the merger of Transocean (RIG) with GlobalSantaFe. Under the terms, for each share of RIG we received $33.03 in cash and .6996 shares of the "bigger" RIG. In our case, we originally held 25 shares. AccountSync imported a ...
My accountant told me that after attending a very recent tax seminar, he was told that investment clubs with 25 or less members no longer have to submit a club tax return (1065) to the IRS, even though the club might be a partnership. Of ...
In a message dated 12/4/2007 11:31:08 A.M. Eastern Standard Time, knutskogen@bivio.com writes: My accountant told me that after attending a very recent tax seminar, he was told that investment clubs with 25 or less members no longer have to submit a club tax return (1065) ...