We started our club about two years ago with officers holding their positions for two years so we need to hold officer nominations and elections. We have five positions, managing partner, assistant managing partner, money manager, historian, and market tracker and 13 current members. Any ...
Can anyone recommend a good way to screen potential new members into the club? Do existing members interview the potentials? Is there some sort of vote? I'd appreciate any guidance on this matter. Thanks! Paul Ellwood Totem Partnership
Last year we were having a lot of problems when we requested checks from buyandhold so we finally got fed up and moved to BrownCo. Now I can say we're very happy with them. They are always attentive and the $5 commission is well worth ...
We are pleased to announce the release of ActivePartnership(tm), a new bivio service which includes accounting for options and short sales. The base price for ActivePartnership(tm) is $149 per year, which gives you access to Club Accounting, AccountSync(tm), and full support for options and short ...
Our club would like to survey our members regarding their satisfaction with the club etc. Have any of you done this? If so would you share how you did it and what questions you asked. Thanks Doris Small
Our present Club members have been in the Club going on six years. We all know what is required of membership. Why would any present member recommend a new member without telling him/her what is required in being a member of the Club? No one ...
New version released: - Faster Performance - quicker response times - Preview of sharing other member's stock analysis - Analyst's estimates added to Graph page - Re-arranging information in Section 4 per your feed-back http://www.stockfundas.com Thanks for all your feed-back. Rajiv
You do NOT want to do what you have proposed below. If you make ANY distribution to a member in 2005, you will have to file a complete set of 2005 tax returns and K-1s. There is no minimum amount of income which a partnership ...
Is there anyway to dissolve a club, divide any proceeds and do all the tax filing requirements before 1/01/2005? I would like to hand all the members their money and the 2004 tax forms at the same time.
Getting very irritated at the moment. We've just purchased ome shares (425 of them at $2.31 ea.). When I try to make the entry into investments I get this error message :- "Option shares must be a multiple of 100" I've never had this before. ...
We have a very "legalistic" agreement which I have redacted and included below. Ira Smilovitz Additional Members' Agreement This Additional Members' Agreement (this "Agreement") is entered into this [date], by and among [club], with an address at [address] and [new member(s)], an individual(s) with an ...