I'm in the process of closing my mother's estate, which is in a trust. I got to thinking about my own estate, and worry if a payout to my estate will trigger probate. (I am in California so I worry more about taxes, regulations and ...
Our club is discussing disbanding this year. Is there a cutoff month that we'd have to file the partial year return? If we disband in October or November can we wait to file at the normal time? Thanks for your help
Thanks for the input - I'll bring up that idea to the members. Original Message From: John Rice <rice.j1969@att.net> To: club cafe <club_cafe@bivio.com> Sent: Wed, 22 Mar 2017 11:16:18 -0400 (EDT) Subject: Re: [club_cafe] Dissolving an Investment Club Don't sell all of your stocks. Have ...
Wonder what other bivio investment clubs are buying and selling? Here are the top most Active Buy and Sell lists for June 2017 by Ticker: Buys R ank Ticker Clubs Buying A 1 AMZN 48 A 2 F 39 A 3 FB 34 A 4 ...
One of our long time members passed away last week. Very sad for her family and our Club. I read the other posts about the steps to take. She had a large valuation and we decided we wanted to transfer shares to her estate as ...
One of our members has secured an internship with a big accounting firm. She says that it has been made explicitly clear that she cannot own stocks of any of the companies that are clients of her employer. So she feels that she must leave ...
Hi All, Pat yourselves on the back if you got your 2016 investment club taxes filed by the new due date of March 15, 2017. Just to let you know, A we've received several requests already from clubs that didn't file on time.A Even if ...
Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for May 2017 by Ticker: Buys Rank Ticker Buys 1 AAPL 48 2 COST 42 3 AMZN 40 4 T 30 5 FB 29 6 VZ ...
Hi all, My club wants to change the person who is designated as our general partner both for the the IRS and our broker. Any idea how complicated that is to do with the IRS? Any advice? Thanks, Jim Hight
When our club was founded a parliamentarian included a statement that no member shall own more than 15% of the portfolio. We now have two members who own more than 15% and a couple that are close. If each member has just one vote, why ...
Hi Laurie I have created the second account with Bivio and will send the annual membership fee in next wee but cannot see how I add teh bank and broker details Original Message Subject: [club_cafe] Registering a Second Club in bivio From: Laurie Frederiksen < ...
On Wed, May 3, 2017 at 11:31 AM, Ivor J. Hill A wrote: We are forming a second club - Sirius Investment Club is the current one - and want to create a seperate non-connected club known as Pueblo Investment Club. Can we register with ...
Hi Laurie We are forming a second club - Sirius Investment Club is the current one - and want to create a seperate non-connected club known as Pueblo Investment Club. Can we register with Bivio and keep them seperate even though I am the contact ...
It's earnings season! Here's an interesting article from StockRover about interpreting earnings reports: Decoding the Earnings Report In the comments section they also provide a link to another interesting report describing GAAP versus Non-GAAP earnings and how they affect analysts estimates: Understanding Earnings Estimates Laurie ...
My clubs use tax loss selling as an ongoing strategy. We frequently will purchase the same company again after the wash sale period has expired. We would like to track the gain/loss percentage from the new purchase date rather than the original purchase date. How ...