The ever growing awareness of problems with NCA and OPS presents an oportunity for competition. Bivio IMHO is in a great position to offer a data service in addition to their outstanding club accountion program. I would have no objection to paying a premium over ...
How is the basis of a stock reported when it is given to a departing member instead of cash. The valuation date for a departing member is defined in the Partnership Agreement.. The amount due this person as well the value of the stck transfered ...
In a message dated 5/15/2005 11:10:25 A.M. Eastern Daylight Time, thiltonjr@bivio.com writes: Hello, I'm interested in finding out if anyone has ever had problems with creating an international investment club. Problems with taxes, reporting members to the brokerage account office, etc You will have major ...
Hello, I'm interested in finding out if anyone has ever had problems with creating an international investment club. Problems with taxes, reporting members to the brokerage account office, etc I've registered my club and it's surrounding a particular investment strategy based off of my personal ...
I have made a comparison of the club accounting programs on the BI Wiki site. You can find it by going to the site http://biwiki.editme.com/, selecting Investment Clubs!Accounting Tools, or going directly to http://biwiki.editme.com/accountingcomparison I tried to be objective and impartial, but I am sure ...
All, This will be my first full withdrawals from my club since we switched over from bivio. Here is my question: When I was using NCA (desktop) software it was very easy to do a withdrawal because the valuation dates were only 13 times a ...
I spent a great deal of time completing this ridiculous return only to get this email today. What a collosal waste of my time! Hope you were spared! From: <service@better-investing.org> To: <prispeake@cox.net> Sent: Tuesday, May 10, 2005 3:20 PM Subject: Virginia Investment Club Tax > ...
>>Can one designate an investment club contribution as an IRA? Does the club need to apply for "permission" to have an IRA investment? No. An IRA must have a custodian which must be a bank, a federally insured credit union, a savings or loan association ...
In a message dated 5/7/2005 8:37:56 A.M. Eastern Daylight Time, ladyjoyce@bivio.com writes: 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 ...
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 ...