Dear Linda Wiltse/All: I am joining this thread late, but our Club has 25 members and about $450,000 in assets and has been in existence for more than 60 years without a break of any kind. The Old Guys ( like me!) believe that we ...
I don't understand why you think you can't send a paper return to the IRS? What makes you think that? The amount of work you're talking about is just unbelievable. Kim Potter BI Brighton (MI) Sent via the Samsung Galaxy Tab E, an AT&T 4G ...
1. What happens after filing Mar 15th if we received a corrected broker statement? 2. Can we file electronically? If so, How? Thank your, Gayle Freeman
Hello on Oct 17 we received $2257 for 100 share of ITC Holdings and 75 shares of Fotis Inc plus $6.42 cash in lieu. Thought this was a merger, but not sure as to how to handle the $2257.00 received I have attached a copy ...
We are starting a new club and the person who got the EIN initially will not be the Point of Contact (POC) for the club with the IRS and brokerage house. I thought it would be fine to just keep the EIN the same name ...
Hello Thank you for your email. I will take a look at this and get back to you. Barb and Glenn Doherty "pjprusak@starwire.net" <pjprusak@starwire.net> wrote: > Hello fellow Wisconsinite. Are they still celebrating the fantastic Packer > game last night over there in Packerland? > ...
We're move into earnings report season.A Many quarterly and annual reports will be coming out.A Here's some interesting things for your investment club to think about as you read them from our friends at StockRover: Decoding the Earnings Report Laurie Frederiksen Invest with your friends! ...
I'm wondering whether I might be able to find some help here locating a BI investment club to join in the western New York (Buffalo) area. I recently moved to Elma, NY, and I've been trying unsuccessfully to find clubs in the area since late ...
Everyone has their own reason to join a club. The 2 main reasons are to learn from others and be able to bounce ideas of each other. The second reason is that it is a social experience to meet and bond with others toward a ...
A member recently passed away, and we are going to payout his wife with cash, as requested. She asked if the check had to be made out to his estate, as this would then be the only asset that would have to be probated. I ...
In another thread, (http://www.bivio.com/club_cafe/mail-thread?p=225134000003) relating on how to handle the death of a partner, a comment was made suggesting that club's should only hold enough assets to learn rather than actually save. The club I'm in was formed in 1990 and quite frankly we never ...
Hi Laurie Do we have any indications when the tax forms will be ready. We checked the club accounts this weekend and am ready to close out once the forms are on-line Many thanks for you help this last year it is very much appreciated ...
When we rcently reviewed our PA I discussed this issue with the local bank officer. They hold checks made out in a deceased account holders name in an escrow account (the check only has to be made in the person's name - not the "estate ...