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club_cafe: IRS form SS4 help
The instructions for Form SS-4 are self-explanatory. Perhaps if you can specify where you're having problems, we can provide assistance. Ira Smilovitz In a message dated 12/12/2004 2:22:22 A.M. Eastern Standard Time, jglaza904@bivio.com writes: Can anyone please tell me what I need to fill out ...
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IRS form SS4 help
Can anyone please tell me what I need to fill out on form ss4 for my EIN I cannont for the life of me figure out what I need to put on this form for an investment club If you could tell me the sections ...
1 message
club_cafe: Re: Wellpoint Health Networks to Wellpoint, Inc. ??
Paul, Your answer contains some errors and was incomplete. In addition to being a complex transaction because of the stock + cash nature of the merger, the fact that the new company retained the Wellpoint name and ticker symbol adds another wrinkle. Here's what Mike ...
2 messages
club_cafe: Motorola Spin-Off
I'm not sure how you're trying to enter this, but there is no requirement for any price entries. Enter spinoff. The original company is Motorola, the spinoff company is Freescale (not Freemarket), the date is 12/2/04, the number of shares is .110415* the number of ...
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club_cafe: Reverse split and Stock warrants
A reverse split is entered the same as any other split, just enter the ratio correctly (e.g.., 1 to 5). You'll have to give more information about what kind of stock warrant transaction you are trying to enter is it the issuance of a warrant, ...
1 message
Reverse split and Stock warrants
Our club owned a stock that completed a reverse split and distributed some stock warrants. Does anyone know how to record the reverse split and stock warrant transactions inside the Bivio site? Thank you in advance, Peter
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Motorola Spin-Off
Does anyone know how to account for the FreeMarket spinoff from Motorola? I see where I should be entering the spinoff date as well as the price afterwards, but I'm still lost. Thanks!
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club_cafe: Member death
You could have a major headache. Most agreements state that notice of death is the equivalent of a request for a full withdrawal. Then the club follows its withdrawal procedure and makes the payoff check payable to the "Estate of [name], deceased". As it is, ...
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Member death
We have had a member pass away and our bylaws do not indicate the procedure to withdraw this member. He is a partner in the club and my question is the procedure in time of withdrawal. He has a Trust and we have not received ...
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Scottrade
Our club uses Scottrade and we too would like to see it supported by Bivio. Thanks.
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Wellpoint Health Networks to Wellpoint, Inc. ??
On 12-1-04 there was a reorganization and name change for Wellpoint as described in my Subject line above. On our brokerage account it shows we sold our 60 shares for $23.80 per share. We were also charged a Reorganization Fee of $20.00? The stock symbol ...
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club_cafe: Tellabs Acquisition of Advanced Fibre
>>This is not a merger. According to the Prospectus, the transaction is fully taxable to shareholders of AFCI. What I meant to say was that this is not a "typical" merger. It is a buyout with mostly cash, and some stock. The transaction is fully ...
2 messages
club_cafe: Tellabs Acquisition of Advanced Fibre
This is not a merger. According to the Prospectus, the transaction is fully taxable to shareholders of AFCI. What you need to do is the following: First, determine the value of .504 share of TLAB as of the time of the merger. It's not clear ...
1 message
Tellabs Acquisition of Advanced Fibre
I need help on how to do the accounting on an acquisiiton with both a share and cash buyout. On 12-2-2004, Tellabs acquired Advanced Fibre Communications by paying $12 a share cash and issuing .504 TLAB shares for each AFCI share. Since our club owned ...
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club_cafe: Partnership termination
>>We terminated our investment club in August and i was wondering if anyone knew what we have to do about filing a short 1065 return with the IRS? Also, is there anything else we have to do when we terminate? If you terminated in August, ...
3 messages