I will be dissolving our club next week before EOY 2005, I know we will need to file the "final" tax reports although is there just a tax reporting fee I can pay to help produce the 2005 forms we will need? Secondly, other than ...
No. "Reinvested dividend" transactions combine a dividend and an immediate purchase of the same stock into a single data entry transaction so you can save some typing. You have dividend transactions and purchase transactions. Ira Smilovitz In a message dated 12/21/2005 12:13:48 P.M. Eastern Standard ...
Our club's dividends are deposited directly into our brokerage account. If we invest these dividends into stocks, but not the stocks that paid them, are they cosidered reinvested dividends? Thanks, J. H.
Access your club's bivio site. Click on Administration. Click on Roster. Click on Add Members. Fill in the name(s) and email addresses. Click OK. Click on the new member's name and enter any of the personal information you want to store. Ira Smilovitz In a ...
Your broker is essentially right regarding the handling of the transactions, though I might quibble about a few pennies here and there. According to the Prospectus on the merger, you elected a share plus cash payment for each of your Caesars Entertainment share. You will ...
Does anyone know how I should record this transaction: Purchase in 2/04 of 100 shares of Caesars Enterrtainment. Cost was 1186 plus 54.95 in commission. (no problem here) On June 20, 2005 the following happens: We receive 22 shares of Harrahs (according to my broker ...
It is my understanding that the SSG concept was started by someone not in NAIC. So, I assume, they do not have a lock on its methodology. The current version has not materially change in many years. There is a market for a product with ...
Hello to you all and happy holidays!! We are the Dollars & Sense Investment Group started in 1999 and still going strong all ten members. Were looking for a new broker, we have Harrisdirect witch E*TRADE FINANCIAL has completed the acquisition of Harrisdirect so things ...
In a message dated 12/4/2005 5:00:13 P.M. Eastern Standard Time, fiso_treas@bivio.com writes: We have a member leaving and new member coming in. Do we have to write up a new partnership agreememt or do we just amend the one we have had from the beginning? ...
Ok, I find that I must just add the new person to our partnership agreement by adding an attachment to our original partnership. Is there an example somewhere that I could go by for the wording? Diana
Ok, I find that I must just add the new person to our partnership agreement by adding an attachment to our original partnership. Is there an example somewhere that I could go by for the wording? Diana
We have a member leaving and new member coming in. Do we have to write up a new partnership agreememt or do we just amend the one we have had from the beginning? Do we strike out the member going out and add an amendment ...
Two Bivio Reports show strikingly different average annual returns for our club. I don't understand why they are so different. On the bottom of the Member Performance Report, it shows an Average Annual Return for all Members that is 6% lower than the Average Annual ...