We were more of a social club than an investment club, so after 5 years investing about $1400 each and getting a return of a whopping $130 each after expenses, we have disbanded. We all got our K1s, and then a Full Withdrawal in Cash ...
Mr. Paul Moeller: I have been trying to contact you for 2 weeks using my newly established e-mail address (walsh_pjk@yahoo.com) without success. I am the Treasurer for the C-Town Capitalist Investment Club and had originally contacted you using my wife's e-mail address (surebet4481@sbcglobal.net). We are ...
Hi, Does bivio have any way to run an end-of-year distribution of income and expenses to the members? My understanding is that this is required to calculate the K-1s for taxes. Thanks, Matt Matthews Off-Line Transaction Processing Investment Club
In a message dated 2/18/2007 1:22:04 A.M. Eastern Standard Time, mattmatt@bivio.com writes: Does bivio have any way to run an end-of-year distribution of income and expenses to the members? My understanding is that this is required to calculate the K-1s for taxes. It's the Tax ...
In a message dated 2/18/2007 1:14:52 A.M. Eastern Standard Time, mattmatt@bivio.com writes: Hi, I am trying to compare bivio with iClub Central Club Accounting. One thing has me baffled. The unit value appears to be computed differently between the two packages. Any idea why? They're ...
Hi, I am trying to compare bivio with iClub Central Club Accounting. One thing has me baffled. The unit value appears to be computed differently between the two packages. Any idea why? Thanks, Matt Matthews
A member deposit was made to our club broker (etrade). When the transaction was uploaded by Accountsync the amount was put into "Unassigned Credit. How do I credit the members account and take it out of Unassigned Credit? BB
"Relax, sit down, and have a cappuccino." What a great way to invite bivions (or, if you prefer, biviots) to pass the time in Club Cafe' ! As I sit at my window seat in Club Cafe', enjoying my late night cappuccino, I haven't a ...
Is the mail server having problems? See below Your message did not reach some or all of the intended recipients. Subject: Lower Priced Stocks Sent: 2/16/2007 1:06 PM The following recipient(s) could not be reached: royal@bivio.com on 2/16/2007 1:09 PM There was a SMTP communication ...
Do what our club has done in the past. Put a directory in the file area with the ITK files on the watch list. You can also put a spreadsheet out there with pertinent information. Quite frankly, we found the BI watch list useless for ...
Our auditing committee asked me where and how the figures in the last two lines on the Transaction report came from? That is, how are they calculated? Do the pertain only to the members who withdrew or to all the members of the club? These ...
We owned 5 shares of Hugoton Royalty Trust (spinoff from XTO on 5-19-2006) long enough for two 87 cent dividends on 6/14 and 7/17. Our brokerage 1099 shows the amounts as part of a qualified dividend amount. Each time I try to enter the amounts ...
bivio's ex-dividend dates and dividend payout dates do not agree with earnings.com dates. How important is it that the dates agree? I see one of the dividend payout date our club received was off by one day but the ex-dividend date was off by one ...
In a message dated 2/15/2007 11:18:20 A.M. Eastern Standard Time, royals@bivio.com writes: bivio's ex-dividend dates and dividend payout dates do not agree with earnings.com dates. How important is it that the dates agree? I see one of the dividend payout date our club received was ...