I can't get into my data to make my report every since last night. I have to have my report done by tomorrow. Below is the message I get. Anyone know what is going on? Your request cannot be fulfilled because the submitted data is ...
Mathematically, how is the "Average Annual Return for All Members" calculated on the "Member Performance" report? I can't seem to recreate the number using simply the member amounts on the report. Is it the IRR for the entire portfolio or a function of the member ...
My club is considering disbanding. Has anyone gone through this process? My thought is to transfer stocks as much as possible, and sell just enough to provide cash to balance the various holdings. Who would get what stock might be an issue.I know 2005 taxes ...
>>Why did you assess each member a closing fee? Charlie I suspect the "closing fee" was actually just setting aside whatever money would be required to complete the final tax filing and partnership dissolution. I usually recommend that club's enter their estimates of these costs ...
http://biwiki.editme.com/ is a new site about NAIC-style investing. The content is a colaborative effort of those who choose to contribute. I've been involved in getting some initial content put up. Feel free to look around. If you see a topic (or the absence of a ...
We are a 16 member club and would like to have someone form another club speak at an upcoming meeting to share information about their club: how they operate, how they evaluation stocks, manage their portfolio - etc. We meet the first Tuesday of every ...
Hello, My name is Chris Biegel. I am the founding member of FNF (Family and Friends) Investment Partnership based in Chicago, IL on 1996. Currently, we are 4 members strong looking to add new members either locally or remotely (via on-line). If you are interested ...
Is there a report that we can view that shows the daily NAV value for a period of time? I would like chart our daily NAV, but looking up each day's value will be time consuming and I wonder if this already exists and I ...
Our club exercised some put options this past week. When I use the exercise option feature, our account shows that we still have the puts and does not show that we are short the stock. Do I need to expire the option and then enter ...
Apple split on Monday and I was holding a Bear Call Spread which consisted of 6 Long 75 Puts and 6 Short 80 Puts. I now have 12 Long 37.5 Puts and 12 Short 40 Puts. How would you go about entering the transaction as ...
>>I am in the midst of completing it for our club. I obtained the forms and instructions from www.tax.virginia.gov. >>We got a postcard from NAIC saying the form is due beginning 1/1/2004 and there is a penalty of $200 a month if not filed by ...
If your club is based in VA, it must file a VA Partnership Return (Form 502) for 2004. This is a change in VA tax law. Ira Smilovitz In a message dated 4/4/2005 8:40:25 A.M. Eastern Daylight Time, biglan@bivio.com writes: Does anyone know anything about ...