Hi guys, I went threw the process of Member withdrawl to see what payout would be for the member. All information was good we are paying out in stock as much as we can and the rest a check. So I printed out the form ...
How do I enter the Cendent Distribution of Realogy and Wyndhan? I know the amount of stock I received for both, but I don't know what to do to add 2 plus reduce the tax basis of Cendant. Thanks Sam NJPDIC@bivio.com
In a message dated 9/4/2006 8:35:30 A.M. Eastern Standard Time, lmicpartner@bivio.com writes: Our club has an agreement that any fees incurred from bouncing checks are to be paid by the member who caused the fee in the first place. Does everyone get credit for the ...
In a message dated 9/4/2006 11:32:03 A.M. Eastern Standard Time, lmicpartner@bivio.com writes: Rip West wrote: > You have a couple of choices. You could do as you suggest. If we do it as an investment by the Treasurer, would we be better off using the ...
Our club has an agreement that any fees incurred from bouncing checks are to be paid by the member who caused the fee in the first place. Does everyone get credit for the expense of the fee? How do we allocate the payment of the ...
Seems like emails do not easily flow through from Ameritrade Portfolio Alerts daily to Bivio. Even though I turn th filters off, Bivio is still blocking these emails. Is there a way for me to have all emails pass through Bivio instead of storing them ...
Our club uses TD Ameritrade as our broker and we use Bivio's automatic posting system. This system works great except for the posting of our money market interest. We have to manually enter that information monthly. Do others have this problem or is it just ...
My club is currentlly in the process of revising and reframing our stock evaluation sheet. We rejected the SSG of NAIC a long time ago - the ladies just couldn't get the hang of it. Our current form (that we put together ourselves) relies too ...
In a message dated 8/10/2006 1:08:33 P.M. Eastern Standard Time, fourgirls1234@bivio.com writes: When we receive dividends, how do I know if they are Qualified Dividends or just Dividends. Also, a company paid us a dividend that is tax exempt according to our broker of more ...
When we receive dividends, how do I know if they are Qualified Dividends or just Dividends. Also, a company paid us a dividend that is tax exempt according to our broker of more shares of stock rather than money. How do I record this in ...
We have one member who wants to leave our club on Dec. 31, 2006. Instead of selling off stock, we would like to buy her out and divide her percentage among some or all of the members. How do we do this?
We are a 7 year old club, ten members. It looks like we will be loseing a member so I want to try to get a jump start on things to make this transaction as smooth for him and the club. When a members leaves ...
We've been talking about how easy bivio is for some time now. Well, we've come up with a concept to make bivio even easier. This is a pre-announcement of a product we are working on called The One Minute Treasurer(tm). It will allow you to ...