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 ...
Recently, my club experienced a problem with Account Sync posting a double transaction for GE's latest dividend distribution on 1/29/04 because TD Waterhouse reported one distribution, cancelled it, and then posted a replacement transaction for the correct amount. However, bivio Account Sync posted this as ...
I would not even join unless you could be assured of getting an 'honest' valuation. I would suggest getting the club into Bivio, and then trying to reenter previous transactions to get better clarity. the method used below in determining a member's valuation isn't even ...
I have rejoined an investment club that I previously part of (hence "rejoined"). Anyways, we previously used Club Accounting software that used the NAIC valuation method. Since that time, the club has drindled to 5 members (now 6). They now use a simple Excel spreadsheet ...
Okay, this has me stumped. In taking the "tax interview" to produce our club's 1065, I got asked a question that I have neve seen before and for which i don't know how to answer. We hold shares in the Southern Compamn (SO). I am ...