Our club has been in existence since June 2020. I had issues opening up our checking account up until recently (I was given the run around on what was needed to open the account in the past). I was able to successfully open our checking ...
There have been comments in other message strings about brokers having a separate application for investment clubs than other partnerships. Does anyone know why the distinction? 1. How does the broker know the entity is an investment club? Is it just if the words are ...
I cannot run a Capital Gains and Loss Report for 2024. I get an error message and it states that someone has been notified. When will this be fixed? Thanks, Beth Smith
I print out two reports for meetings Valuation and Status. It used be two pages now I am required to include multiple pages of charts which wastes too much paper. Please make them separate and opional. Barbara Hansen Treasurer.
Hi everyone, December is flying by. If you missed last week's bivio "Getting Ready for Tax Season" webinar, now would be a good time to watch it. We're glad so many of you could attend. You can find the webinar and the handouts here: https://www.bivio.com/site-help/bp/Getting_Ready_For_Tax_Season_Help ...
On the valuation page, does the unrealized gain/loss include dividends paid? I do not think that it does but I could be wrong. If it does not how could I show that. We have a stock that pays dividends and I would like to show ...
Hi all, We have a new member who has asked if her shares can be in the name of her trust. Our PA says no, but I can't remember why this is. Our original PA was based on the BI agreement, with changes recommended by ...
The bivio programmers have been busy adding newA chartsA to selected bivio reports.A These newA chartsA are now available for clubs at all subscription levels. Here are some quick tips to begin:A You can find theA chartsA in bivio by selecting Accounting > Reports &A ...
We are looking for some suggestions on how to handle the withdrawal and other issues related to the death of one of our members Our club president passed away in mid-August. I am now the new president of the club. Our club is now down ...
We have a potential member who resides in Massachusetts desiring to join our club in New York? Can this work. I can run federal tax forms for her , but presume she will need to take responsibility for her Massachusetts forms.
We have a club member setting up their trust. They are requesting to provide a Transfer on Death/TOD form to our club to protect heirs from probate. Is there a way that we can honor that? Linda Macdougall
I am moving from Maryland to Northern Virginia.A I am looking for a new investment club in that area, preferably near Burke, VA, who might be acceptingA new members.A Any ideas? Peter Dunkelberger Sumner Stock Selectors Investment Club
Good evening, Have any other clubs had issues with the IRS incorrectly classifying them as a 'Qualified Opportunity Fund'? Our club received an IRS penalty assessment for 'Failure to Maintain Investment Standard for a Qualified Opportunity Fund'. Our club has never certified as such there ...
We have some of our cash invested in FRBXX. When I go to enter it (as I would with a stock) the ticker is not found in Bivio. I've searched the boards and Help and am not finding guidance on tracking a mutual fund holding ...