>>how much expenses incurred by an investment club are deductible to the partners Such things as travel and entertainment Also, do you just use the standard k-1 filing? Expenses incurred by an investment club are deductible to the same extent they would be to an ...
how much expenses incurred by an investment club are deductible to the partners Such things as travel and entertainment Also, do you just use the standard k-1 filing?
>>What is the difference between a dividend and qualified Dividend? I have noticed recently in our accounting section you now have to enter something called a ex-qualified date. I have entered it for some, but not all. Qualified dividends are a subset of ordinary dividends ...
Hello- What is the difference between a dividend and qualified Dividend? I have noticed recently in our accounting section you now have to enter something called a ex-qualified date. I have entered it for some, but not all. When I run an income report for ...
I stand corrected. My only previous experience is with stock mergers where there is a fractional share cash payment. Thanks for the education. I do learn from and continue to appreciate the honest and lively exchange of ideas in the Bivio Sphere. JM Original Message ...
Who holds your shares? If you use a broker, you will receive a statement that outlines the transaction, including any cash in lieu. I don't see the need for any mathematical calculations regarding gains if you did not sell any shares. I have recorded several ...
>>Who holds your shares? >>If you use a broker, you will receive a statement that outlines the transaction, including any cash in lieu. I don't see the need for any mathematical calculations regarding gains if you did not sell any shares. I have recorded several ...
How would I account for the ADVP merger with CMX? ADVP stock was acquired in exchange for shares and cash. We received shares and cash less a fee charged by Etrade. Thanks, Nick
Have you ever considered offering an equivalent to the NAIC OPS service on this site? I think you would generate a lot of interest if that were a potential offering. Nick
bivio Inc. is moving offices today. If you need support, please email support@bivio.com. Our website will be up throughout the move. Our phone system will be down. We apologize for any inconvenience caused by the lack of phone and fax support for today (3/30/04). Cheers, ...
Bonnie Biafore said at the NAIC Education Fest yesterday that we could download this spreadsheet to use with our Tool Kit program to analyze our stocks. I used her web address and got nowhere and I signed into our club site and then typed Jim ...
I live in Canada. Our modified partnership information has to be sent to Revenue Canada by March 31 so I hope someone will answer this quickly. One member left the Club at the end of August. His percentage ownership at that time, determined by the ...
I spoke with someone in Kathy Haller's office (Division of Taxation - 609-292-1434) (she's the official source, but was late arriving this morning) about some issues revolving around the changes in the partnership filing fee rules for investment clubs. 1) How does a club indicate ...
I have two questions that are bothering me. First, Does Bivio Tax support include State Tax forms for a club (State of Oklahoma) and Second does a club need to file if all the income received is from Stocks domiciled out of their State of ...