In a message dated 2/6/2006 11:39:58 A.M. Eastern Standard Time, lynn@bivio.com writes: Lucky for me, I have home phones for both Rip AND Ira! I'm lucky to have friends in high places! <grin> As a club of 7 people, we did not choose the Consolidated ...
I sat down to do reports and tax forms in preparation for our upcoming annual meeting. The first surprise with the Form 8893, which we'd not had to file in the past. But the real puzzler was the list of half of our portfolio with ...
In a message dated 2/6/2006 1:16:34 A.M. Eastern Standard Time, blehnertz@bivio.com writes: I sat down to do reports and tax forms in preparation for our upcoming annual meeting. The first surprise with the Form 8893, which we'd not had to file in the past. You ...
In a message dated 2/5/2006 12:06:24 P.M. Eastern Standard Time, garbagecop@foxinternet.net writes: There's been plenty of debate over the years about this subject--even within our own state of Minnesota! The law reads that, if you make changes (wording; add or subtract members) to your Bylaws, ...
is it legal to rewrite our partnersip agreement? If I add admendments do you leave the original wording and add an admendment page restating a section?
In a message dated 2/5/2006 7:53:09 A.M. Eastern Standard Time, bbanna@bivio.com writes: Do you have any suggestions on how to handle a member having an overwhelming percentage of a stock club portfolio. This should be addressed in your Partnership Agreement. The model BI agreement, and ...
In a message dated 2/3/2006 7:39:46 A.M. Eastern Standard Time, mduke@bivio.com writes: Our investment club owns a REIT (WRI), so our dividend is "nonqualified". I have completed our 1065 and K-1's using bivio, and it looks like that dividend is showing up as a "short ...
Our investment club owns a REIT (WRI), so our dividend is "nonqualified". I have completed our 1065 and K-1's using bivio, and it looks like that dividend is showing up as a "short term" on the forms, when our brokerage statement shows it as a ...
Our club applied for our EIN in July, but did not purchase any stock in 2005. We just made our first stock purchase in January 2006. Do we still have to file 1065 and K1 tax forms for last year? Our club address is in ...
In a message dated 2/1/2006 8:51:29 A.M. Eastern Standard Time, france811@bivio.com writes: Our club formed in September 2005 and has less than 10 members. I have downloaded the club tax forms for filing -- it was soooo easy (thanks Bivio) -- and have obtained all ...
Our club formed in September 2005 and has less than 10 members. I have downloaded the club tax forms for filing -- it was soooo easy (thanks Bivio) -- and have obtained all members signatures on the IRS Form 8893, which the software stated should ...
Our club has had some major probs arranging meetings following the Katrina disaster in New Orleans. Is there a way to "meet" online to transact some of our club's business without public access? Our club has eighteen members, far too many for conference calling. I'd ...
Our club's 1099 does not match the detail provided in the monthly statements specifically our iShare dividend amounts are different from the statements, the foreign taxes withheld was never disclosed and the qualified vs. unqualified dividend amounts is a non supported number. How can I ...