In a message dated 4/28/2004 10:06:04 AM Eastern Standard Time, loutaormina@bivio.com writes: Just trying to find out what happens to the shares that our club currently owns. They are worth pennies and I don't want to sell them and incur the transaction costs. Better to ...
>>Does anyone know if you are able to adjust the number of member units on Bivio. For some unknown reason, I am off 2.012877 shares. I can see where the error. I need to move the shares from one member to another and I can't ...
Does anyone know if you are able to adjust the number of member units on Bivio. For some unknown reason, I am off 2.012877 shares. I can see where the error. I need to move the shares from one member to another and I can't ...
Any chance that you are working on the ability to enter short sales? We do some shorting and will do more in the future. This work around situation is a pain and the members can not see the position when we have one open. Thanks.
Just trying to find out what happens to the shares that our club currently owns. They are worth pennies and I don't want to sell them and incur the transaction costs. Better to hold and wait till they are cancelled. Anyone know what the status ...
is there a report that shows "tax" contributions (i.e. w/o fees)? Both the Member Status Report and the Contributions/Withdrawal Report seem to show contributions as including fees. What happened to the "member tax basis" report?
How much work is Personal Bookkeeper to do ? What are the task I would need to perform? I am looking to get account sync but I am worried that not having the Personal Bookkeeper will cause me problems.
In a message dated 4/20/2004 10:39:28 AM Eastern Standard Time, candy@bivio.com writes: Our club bought out a member in Sept 2003 for the amount of $1,300 but she never cashed the check. In January 2004 we found out that she had moved. We stopped payment ...
Our club bought out a member in Sept 2003 for the amount of $1,300 but she never cashed the check. In January 2004 we found out that she had moved. We stopped payment on her check because she hadn't cashed it and we weren't sure ...
>>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 ...