Morning all, Some of you are not members of NAIC and would not know who Mark Robertson is. He was the senior managing editor for Better-Investing Magazine for several years, a strong advocate for the NAIC methodology, which encompassed the works of Benjamin Graham, who ...
Dear Bivio members, I'm not sure how many of us have signed up to automatically receive Club Cafe emails, but I'm hoping this message will get to a few. Every so often, I've broached the subject of sharing stock presentations, but it has met with ...
With in Ameritrade, we have a transaction with a description of "PARTNERSHIP DISTRIBUTION (APL)". Bivio doesn't provide this as a distribution type on the Investment Income form? How should I record this in Bivio? Do I record this as a "Return of Capital"? Thanks!
In a message dated 2/14/2006 9:46:08 P.M. Eastern Standard Time, moeller@bivio.com writes: We highly recommend that investment clubs do not invest in other partnerships because of the extra accounting required, and it also causes a delay for the members to receive their individual K-1. What ...
I am a member of Toastmasters International and I want to give a speech on investment clubs. I cannot find a good site about the history of investment clubs and aproximately how many there are in the US. Can you help me?
as far as I can tell I have downloaded and installed Adobr 6.0, and I have not been able to view my K-1. It just shows a blank Adobe screen. Any ideas?
#1-I have a problem getting gains & losses to balance with my Brokers Year-end Statement. It appears that the figures on Bivio has the Commissions paid in the total gain/loss. However on the Form 1099 from broker does not. What do I do. I have ...
In a message dated 2/11/2006 9:30:33 P.M. Eastern Standard Time, chyder@bivio.com writes: In reviewing the tax forms printed from Bivio I noticed that the Income & Deductions section of the 1065 is left blank as well as the Analysis of Partner's Capital section. Do investment ...
In reviewing the tax forms printed from Bivio I noticed that the Income & Deductions section of the 1065 is left blank as well as the Analysis of Partner's Capital section. Do investment clubs not have to fill these sections out?
The Stae Tax(NC) asks for a list of members and their percetage of the club and their income. I can't find any way to do that but to add and subtract all the numbers on each K-1. It seems like there should be something in ...
I not certain about whether to make the consolidated audit election and file Form 8893 for our investment club with 10 members. Assuming we decide to do so, is the form and signatures required each year? Or can the form be signed once and continue ...
In a message dated 2/10/2006 4:33:49 P.M. Eastern Standard Time, mpaff@bivio.com writes: as far as I can tell I have downloaded and installed Adobr 6.0, and I have not been able to view my K-1. It just shows a blank Adobe screen. Any ideas? Has ...
In a message dated 2/10/2006 11:31:45 P.M. Eastern Standard Time, mackinac@bivio.com writes: Thanks, Ira. I have performed the calculation per the spreadsheet you referenced. Just a couple more questions. Can you please school me on what constitutes a long term capital gain, short term capital ...
In a message dated 1/28/2006 1:45:02 P.M. Eastern Standard Time, mackinac@bivio.com writes: Providian and Washington Mutual entered into a Cash/Stock merger on 10/5/05. Here were the transactions our club had on our broker statement: 1. "Sell" Providian, 75 shares @ $2 = $150 cash into ...
I am working in the Expert Tax section. In past years I have typed the date at the top of each partner's form. This year there are only 2 spaces allowed at the "beginning" date and at the "ending" date no matter what is entered ...