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TAX PREPARATION
We are just finishing up our first year as a partnership and I'd like to know if there is anything that I can do as the Financial Partner to prepare for our 2003 taxes. This is a two part question: 1) is there anything I ...
2 messages
club_cafe: Deceased Member
hi there how can I join your club ,or is it not open for new members thank you sorry for the member you lost in the mean time John >From: Gabriel Catania <gabe_c@bivio.com> >Reply-To: "The Club Cafe" <club_cafe@bivio.com> >To: club_cafe@bivio.com >Subject: club_cafe: Deceased Member >Date: ...
2 messages
club_cafe: Deceased Member
>>Our club has lost one of it's members and this is the first time we have conme across this situation. I'm assuming his wife becomes the beneficiary but how do we handle end of year taxes? Do we transfer everything under her name if she ...
2 messages
club_cafe: Deceased Member
>From: "John Jero" <johnjero@msn.com> >Reply-To: "The Club Cafe" <club_cafe@bivio.com> >To: club_cafe@bivio.com >Subject: Re: club_cafe: Deceased Member >Date: Mon, 17 Nov 2003 18:40:15 -0800 > >hi there how can I join your club ,or is it not open for new members >thank you >sorry for the ...
1 message
Deceased Member
Our club has lost one of it's members and this is the first time we have conme across this situation. I'm assuming his wife becomes the beneficiary but how do we handle end of year taxes? Do we transfer everything under her name if she ...
1 message
Taxes YTD
Our club is trying to decide if we should sell some stocks before the end of the year. Is there a way to generate a report of all stocks sold during the calendar (tax) year with their gains and losses so we can easily figure ...
3 messages
minor partnership members
Do any clubs operating as general partnerships allow minor members? If so, how are they handled? One of our members wishes to establish an account in his grand-daughter's name in our club.
2 messages
club_cafe: Asset purchases
I would book the cash as a misc expense. I do not expect you are looking at any cap ex. transaction or any type of depreciation expense on this? So treat it the same as a check charge or a software fee. Juan Original Message ...
1 message
Asset purchases
Our club recently purchased a used laptop computer. How would you suggest entering such a purchase into bivio. Greg Loewen Stock Trek Investment Club
1 message
INACTIVE MEMBERS
Hello Cafe , I need some opinios on the above subject. We started our club in 1999 we have 11 members various ages. We have 2 of our founding members ladies in there seventies who request to be inacctive members. They both feel the work ...
1 message
New Feature: Club Benchmark Report and ICL Wager Portfolio
You can now compare your club's performance to popular indices. The new report is called the Benchmark report, and it is viewable from your reports page. We also have a special new club called the ICL Wager Portfolio. This portfolio was created by Lowell Herr ...
1 message
Margin Account
We have recently been switched from Mydiscountbroker to Ameritrade. When I requested checks for the Ameritrade account, I was told I had to apply for a Margin Account in order to have check writing privileges. Could someone tell me if there are any *disadvantages* to ...
2 messages
Tip on making member payments easier to manage.
As treasurer of our club, I got annoyed handling checks. So we all had members setup a PayPal account (free). Each month, members "Paypal" their dues to the Club's Paypal account which is linked to a checking account. Our Ameritrade account is also linked to ...
3 messages
Would like a report that shows actual percent gain.
I've searched through the Bivio reports I don't see anything that reports a stock's actual (unrealized) gain. For example, a stock bought at $5 goes to $6, I want the report to show a 20% gain. All I see is IRR which is skewed when ...
1 message
Member
Hi: I was wondering if there any Bivio member investment clubs in South West Florida? Thanks Tom Gorman P.S. tomgorm@yahoo.com
2 messages