Our club just received 22 shares of Agere and a few dollars from the Lucent/Agere spinoff. Some of the cash was for fractional shares of preferred stock and some was for fractional shares of common. Any advice on how to enter this transaction in to ...
Is there any tool or website that can help point me in the direction of socially responsible investment options. it is hard to gage these factors from the traditional sources of information on the internet.
We recently had a member withdraw from our club. I entered the full withdrawal, in cash, and it processed okay. The withdrawal report was there for me to print. The problem I have now is I will be paying this member off with a club ...
Our Club owns shares of GSB. We have never been involved in a buyout before. When we receive the shares of C, do we own them from the 1st date we bought GSB or the date of the buyout? We did the SSG on Citibank. ...
Our club has a memeber that is withdrawing. Another member is interested in buying out his units. Is it possible to do this, or do units get divided proportionatly among all members? This will be a cash transaction and no stock will be involved. I ...
I am preparing my club taxes after filing a request for more time. How do I remove 4 members who left the club before we purchased any stock. Even if I keep them for this taz return, how do I remove them for next year. ...
How can I go about amending our partnership agreement when a member fully withdraws or when we add a new member??? Do we reprint and have everyone resign?? Do we just add an amendment page with the new member for his/her signature?? What about the ...
Is there anyway that I can go back and re-input fees as member contributions without messing up the 2001 tax year??? And without having to file amended 1065 and K-1's??? They were deposited in Oct. 2001. -Jay LA MIGRA
In the years that we have had our club, situations have arisen where we need to pay for expenses with a credit card. What usually happens is that I use my personal card and reimburse myself from the club account with a check. I think ...
Can anyone give me the name of a bank that has a "no frills" checking option foran investment club ? You know, no minimum balance, no fees, etc. Thanks in advance
Hello All !! Why is it, when foreign tax is withheld from a dividend the amount is not subtracted from the account? I have to manually subract it from the account to make the account balance. Putting the amount in the Investment Income screen doesnt ...
We just started using bivio, because I couldn't figure the taxes out. So I entered back to the beginning all our transactions. However 3 of our members withdrew and we paid them what they had paid in actual value. So when I try to use ...
Looking for someone in the DFW area with extensive Excel experience. Some statistics background and interpretation of data would be a bonus. Our club started in February 1997. Our 'Average Annual Rate of Return for All Members' from 2/97 to 5/02 is 22.4%. From 2/97 ...
Question for ya(s): When we formed our club (10/01), we all paid a $60.00 fee to cover expenses for software purchases, memberships, materials etc this fee did not purchase any units. We have approx. $700.00 worth of that money left. How can we go about ...