Fellow Treasurers, While I consider myself fairly proficient in club accounting matters, I am ready to make my withdrawal. I have reviewed the webinars on withdrawals. So I know I will be transferring appreciated stocks to the withdrawing partner. I have the correct form from ...
Our club is struggling with balancing our portfolio. We have had great success over the past few years with 3 stocks which are now 16.8, 10.7 and 9% of our portfolio. Some members want to sell some while others still see upside potential. We currently ...
I am sitting on hold with TD Ameritrade (over a 90 minute wait currently). I tried the virtual assistant and the local branch but the former was not helpful and the latter was a big circus which got me back to the national 800 number. ...
From the previous posts I've seen, it sounds like you can't use 2 factor authentication (2FA) for your brokerage account if you also want to use AccountSync. Clearly it would be very desirable to use 2FA and and AccountSync for the club's brokerage account. Our ...
When logged into their website Client Services Message Center Compose Before sending, check the box "Send me an email when there is a response in my Message Center inbox." so you don't have to keep checking the secure site. S On Mon, Feb 8, 2021 ...
If you were to recommend to someone a magazine to read for investing (other than Better Investing), which magazine would you recommend? Fortune, Barron's, Motley Fool etc.? Tim Hoyman, Colorado Leprechauns
This message was sent securely using Zix (R) Our Club (MakeALot) is very much interested in investing in ETFs. I understand they trade like a stock and was wondering what you thought about them. We don't want to incur any extra work for our Treasurer ...
So our club just formed in 2020. We do DRIP on all stocks purchased. We got a notice that we will not be getting a 1099. So now what? Do we still prepare the K-1 for all members. How does this work for tax preparation?
Take the advice--do NOT drip! We learned the hard way. Sent from XFINITY Connect Mobile App Original Message From: Barbara C. Effertz-Doherty via bivio.com To: club_cafe@bivio.com Sent: February 3, 2021 at 11:04 AM Subject: [club_cafe] 1099 wisconsin So our club just formed in 2020. We ...
I'm getting ready for the audit. Usually I work with two of our members and have all the paperwork ready for them. Not sure how to do this in the era of Zoom meetings. Any suggestions? Kim Potter BI Brighton
My club (formed as an LLC) is domiciled in Colorado, however one of the members is a NY resident. Is the club required to file a NY Partnership Return?
YouA can follow these instructions to change your email address in bivio: Changing Your Email Address If you have any issues when you try and follow them,A send your request to support@bivio.com and we can help you work through your specific problems. Laurie Frederiksen Invest ...