We use Fidelity and we can write checks on our money market account. If you want a separate bank account you must add a second account and enter all transactions manually. It is not difficult, it just takes time to enter. When you enter a ...
It's our 20th birthday! Back in 1998, two Stanford graduates had the idea to develop the first web-delivered investment club accounting application. bivio (from the LatinA bivium , intersection) was born on December 8, 1999. Many thousands of investment clubs have used it since. In ...
Hi all, Just a reminder that we will be doing our "Getting Ready for Tax Season" webinar tomorrow night (Dec. 10) at 8PM Eastern Time. There are still a few openings available if you'd like to join us. You can register for it and our ...
Happy Birthday -- Thanks for all the help you give us. Jo From: "Laurie Frederiksen" To: "The Club Cafe" Cc: Sent: Sunday December 8 2019 4:15:35PM Subject: [club_cafe] Happy Birthday to Us! It's our 20th birthday! Back in 1998, two Stanford graduates had the idea ...
Hello all, After 22 years, our club is disbanding. We've sold all the shares and I will be distributing the money by the end of the year to make a nice clean tax season. My question is, our Bivio subscription is up on 1/21/2020. Do ...
I know this has been covered in the past. This is the first time in my 18 years of being in a club where we have had a death of a member. I know to pay the amount to "the estate of the member". But ...
Our club has a husband and wife who are separate members. One spouse wants to transfer all units to the other spouse. In effect this would be gifting the units. How would this be done in club accounting?
Hi all, I am a frequently reader but rarely post. Our club is 22 years old and is on a downward spiral. I thought we were going to disband at our last meeting but everyone wants to "let it ride." This means, they want to ...
Hello Bivio Cafe.A I would like to start a thread on online vs face to face clubs. We have a small (<20) member club of seniors. We meet monthly in a senior center. The club is not limited to seniors but is limited to members ...
I'll continue the discussion of stock withdrawals here. As Jack mentioned,A transferring stock in partial withdrawals is not recommended.A The tax rules are different than they are for transfers in full withdrawals where such transfers can provide positive tax benefits. However,A all stock transfers are ...
Sent from my LG V20, an AT&T 4G LTE smartphone Original message From: wiltse@optonline.net Date: Fri, Nov 8, 2019 5:56 PM To: Karen Wilson via bivio.com ; Cc: Subject: Re: [club_cafe] Member wanting to take cash out Go to withdraw member and specify partial withdrawal ...