Note: Why not disperse to members NAME or members NAME: Estate of Deceased, Let the Trustee Channel to the proper ACCOUNT. PLEASE REPLY DON Don or Carolyn Original Message From: "Scott Freeman via bivio.com" [user*1595500001@bivio.com] Date: 10/31/2018 03:33 PM To: club_cafe@bivio.com Subject: [club_cafe] Re: forcing ...
Our Investment Club allows transfers to a trust. We have two members who want to transfer. However, we are unsure what the actual document they give to our secretary must say. Do we also need for them to complete a W-9 for the trust?
If contacting other family doesn't get you what you want, contact your broker. You should already have the necessary information to open an account in her name and transfer the stocks and required cash to it. Send her a letter informing her that unless the ...
We have some new members in our club, who are brand new to investing, what are some good books to suggest to introduce them to all the lingo, like PE, and give them an idea what we are talking about. I am going to give ...
There have been questions from clubs on how they will opt out if their clubs are eligible to do so. There will be a place on the form 1065 where you will indicate that you want to opt out. There will also be a new ...
If we use the sample agreement, do we use the original date of partnership, or the date we start with the revision? Or effective as of revision date, revision 1 (if we haven't revised before). Thanks for your help Mary Fran Novak Frisky Business Investment ...
Does anyone have suggestions for the wording in the partnership we need to add for the new audit rules? Colleen goings treasure..Women of WAuneta investment club.
Some questions: 1. How does a club notify the IRS of the date of disbanding? 2. Can you use IRS form 7004 to request a 6 month automatic extension for filing the clubs 1065 form? (our Treasurer is taking an extended vacation) 3. I think ...
We are wondering if anyone has copies of verbiage they have used for defining the position of Partnership Representative in their bylaws. We would appreciate not having to reinvent the wheel if the wording already exists and could be shared with us. Thank you, Rita ...
Dated January 27,2015 The Tim and Rita Geary Trust
Double check the disbanding rules with IRS. I thought there was a new rule about needing to file a return within so many days after disbanding. Sent from my HTC Reply message From: "John Rice via bivio.com" <user*24380400001@bivio.com> To: <club_cafe@bivio.com> Subject: [club_cafe] disbanding Date: Mon, ...
We are thinking of disbanding this year I am thinking of doing it in Nov or early Dec. Convert every thing to cash and distribute at end of year. Problem our membership in BIVIO is up in Nov. Is there a prorated membership to get ...
Gentle-people: I have interacted with a small group of people (all of whom have used www.drivewealth.com as their broker), and I am exploring the possibility of us creating an investment club using www.folioinvesting.com as its broker. On their and my behalf, we would be very ...
Hi All, Do you or any members of your club have an old email address associated with your bivio account? Want to update it? Here's how: Updating Your Email Address Let your club members know too.A It's a cool activity you can do on a ...