I am the new treasurer of an investment club and have no idea how to enter the dividends that was received from the year end dividends and distributions summary from our former broker.
I have several small dividends that also have cash-in-lieu transactions. I use Buy&Hold and since you can purchase partial shares, many dividend transactions look like this : Dividend : 6.98 Re-invent: 6.98 = X fractional shares @ Y cost Cash-in-Lieu .01 This is on my ...
Please forgive the ignorance of a novice investor, investment club member and investment club treasurer (sounds like a recipe for disaster, doesn't it), but is there no way to record and report short sells using bivio online accounting? We do have some very knowledgeable members ...
What is the different between the Partnership Agreement and the club BY Laws. Do members have to sign the BY Law if it's different from the Partnership.
Hello all, We have a member who is not a US citizen, and another wanting to join. Can anyone enlighten me as to the legal implications of this arrangement? Thanks, eliz.
Hello, Our club is registered in Pennsylvania. I am an out of state memeber, in MA. How do I handle Interest income and Dividends on my State Return? Thanks for your time and help. /db :-))
We are discussing the issue of bring in new members to the club. My concern at this point is this, do we require new member to pay certain amount that is equal to what each member have paid into the club thus far or do ...
When we started our club in 2000, according to the research I did, it stated that you only had to complete the 1065 form once (the first year). If your investment club makes this decision, it must send a letter to the IRS stating this ...
Why is it that I get this message: this value clashes with a ticker symbol in the bivio database every time I try to enter the Ticker symbol for Coca Cola and Intel? Doris
I'm the administrator for our club site. WE now have new members, how do I set up their user id? When I first put the site up I set up all of the user id. Roxie
I guess I am confused, do we not need to file the same types of forms with our respective States? Such as our club in Illinios. If so does Bivio do the state forms? Steve
We are required to submit a "corporate resolution" for a few transactions we are about to make. Is there a standard format or template we can use? Does it have to be notarized?