Thank You for the fast response and action. Original Message From: club_cafe-owner@bivio.com [mailto:club_cafe-owner@bivio.com] On Behalf Of Paul Moeller Sent: Thursday, January 22, 2004 4:56 PM To: club_cafe@bivio.com Subject: club_cafe: RE: PDF File for Taxes Squeo,Alessandro wrote: > How do we account for tax free dividends. ...
Rob, we have two questions. we currently hold PYM (Putnam High Yield Municipal) It gives us a monthly tax free dividend. How do we account for tax free dividends. Should they be entered as qualified dividends? Also, if we pay a member a partial withdraw ...
Do any clubs use Excel to track performance of their portfolios? I am trying to keep track of our stocks, and wish to have an Excel spreadsheet to follow them. If anyone has an established spreadsheet, please let me know. Thanks. Stu
Correct. But licensing of securities advisors is done at the state level. You must check with each state that you will be doing "business" in as to what their requirements are. Some are much stricter than $25m in assets. You will be considered as doing ...
Dear bivio, Last year there was a way to download all the tax related PDF files in one click but this year it looks like I have to right click and save to get each individual file. Will you be adding this single click feature ...
In a message dated 1/22/2004 9:58:24 AM Eastern Standard Time, sir_quasar@bivio.com writes: Because of the nature of our business (offshore oil drilling), the inherent scheduling, and our scattered residences, the club which I am attempting to form will most certainly not be able to shape ...
Because of the nature of our business (offshore oil drilling), the inherent scheduling, and our scattered residences, the club which I am attempting to form will most certainly not be able to shape itself in the most typical of fashions. The biggest difference (among many) ...
Rob, I agree with what you posted, but the original poster specifically stated that he would be making the investment decisions. That is far different from order execution and accounting. Ira Smilovitz In a message dated 1/22/2004 10:41:04 AM Eastern Standard Time, nagler@bivio.biz writes: IraS1@aol.com ...
That's because the fee DOES count as an investment. It is an investment for which the member received no units. Therefore, member one (who paid the fee) has invested more money in the club than member two. Their current value is the same. That means, ...
I notice some significant changes in the Bivio 'Income Statement' that must have just been implemented. 1) There is now a Dividend VS Qualified Dividend and my numbers are not the same as they were last week. 2) Previously 'company paid fees' on Dividends Reinvested ...
What would you rather do with it? The partner who pays the fee has contributed money to the club and gotten nothing for it. (This is a bit of an oversimplification, but the concept is correct). Ira Smilovitz In a message dated 1/16/2004 12:03:27 AM ...
We have two members that have identical contributions except one paid an extra fee. (Which was entered as a Fee in Bivio.) In the reports, everything is exactly the same except for the IRR of the one who paid the fee is lower, as though ...