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club_cafe: Where should I register the club, (VA, NJ, or NY)?
>>I have members who will join the club from VA, NJ, and NY. >>I read in the "Investment Club for Dummies" book that NY and Missouri requires annual filing of tax along with registering the club, more restrictive than other states. This book recommends to ...
2 messages
Where should I register the club, (VA, NJ, or NY)?
Hi, I have members who will join the club from VA, NJ, and NY. I read in the "Investment Club for Dummies" book that NY and Missouri requires annual filing of tax along with registering the club, more restrictive than other states. This book recommends ...
1 message
questions on General Partnership's 20%
Hi, I have a question on General Partnership's item #6: "6. Capital Contributions. The partners may make capital contributions to the partnership on the date of each periodic meeting in such amounts as the partnership shall determine; provided, however, that no partner's capital account shall ...
3 messages
few questions on the demo account
Hi, I am trying the demo account and it will expire in November, 2005. I like what bivio provides for my investment club. I did not sign up (not paid $69) yet though because I want to sign up in January of 2006. Will my ...
2 messages
club_cafe: Re: marital bliss
Absolutely not! That creates a taxable transaction for the withdrawing spouse where one doesn't exist. Ira Smilovitz In a message dated 8/23/2005 2:28:55 P.M. Eastern Daylight Time, llawshe@bivio.com writes: Seems as if all you have to do is withdraw fully one of the members and ...
5 messages
club_cafe: Re: Re: marital bliss
What do you do about what? If you've been reading this thread from the start, the answer is to contact bivio customer support. They can make the appropriate entries for you. Ira Smilovitz In a message dated 8/24/2005 9:56:17 A.M. Eastern Daylight Time, llawshe@bivio.com writes: ...
1 message
Transfer of funds from brokage to brokage
I closed my BuyandHold account and opened an Option Express account. Actually I did a stock transfer. My question, how long does take to reflect on Bivio? noah
2 messages
club_cafe: Re: marital bliss
Rip, I can't believe you got one wrong. <g> If *appreciated* stock is given as a gift, the donor's cost basis is used for gain or loss determination. If the stock is worth *less than the cost basis* on the date of the gift, you ...
1 message
club_cafe: Re: marital bliss
Gifts are never subject to income tax. Gifts above a certain amount, currently $11K/year between any two individuals, are subject to gift tax, payable by the giver, not the recipient. (The rules are a bit more complicated than this, but that's the theory.) Gifts between ...
3 messages
marital bliss
Greetings! I have a husband and wife in the club who have been individual members for 12 years and now want to become one member. Can anyone help me with procedure to follow? Thanks in advance Lounge Rat
4 messages
Knight Transportation KNX
- Analysis by Mark Robertson available on www.stockfundas.com
1 message
club_cafe: marital bliss
In a message dated 8/22/2005 10:12:36 A.M. Eastern Daylight Time, ripwest@comcast.net writes: If one is worried about all the dumb things an inexperienced user could do, maybe recording expenses shouldn't be allowed, because some user is going to use that feature to record a stock ...
3 messages
club_cafe: marital bliss
>>Ira, thank you for correcting me. I wouldn't want to give erroneous information. Based on previous conversations with Rip West on this board, I knew it was doable, but very very difficult. So the question begs, " To what extent should a club go to ...
4 messages
Buy & Hold
I recently had a experience with Buy and Hold in which I was not happy with the result on there part. An error was made and there answer was that their computer system was not set up to do it correctly. When I asked for ...
3 messages
club_cafe: marital bliss
Greetings! I have a husband and wife in the club who have > been individual members for 12 years and now want to become > one member. Can anyone help me with procedure to follow? > Thanks in advance > > Lounge Rat >>Hi Tim, ...
2 messages