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New Jersey Business Registration
Any New Jersey Club. What business Code did you use to register with New Jersey. Thanks Russ Ward Pennies 2 Dollars
2 messages
PA Partnership Filing
Hi Folks, I'm looking for help from clubs in PA. Our club is currently registered in NJ but we have members living in both NJ and PA. I'm the treasurer and I live in PA. NJ charges filing fees of $150 per member when the ...
5 messages
Diversification
Does anyone have guidelines stating the max investment that should be allotted to each sector? I'd appreciate any suggestions
4 messages
Class A Shares vs. Class C Shares
It seems like a number of high profile companies are creating a second class of shares (usually called Class C shares) that do not have voting rights. Usually this happens as part of stock split where the new shares created are Class C shares. Google ...
5 messages
Termination of Alcatel Lucent ADR Program
Termination of the Alcatel Lucent ADr program due to shares being sold to Nokia Corporation in a share purchase agreement. How do I account for this? See attached files. If possible please answer to sapphire@nwi.net Thank you Debbie Jones Treasurer DDMK
2 messages
How does the club record the June merger of Baxalta (BXLT) by Shire (SHPG)?
We were paid $18.00 for each share of Baxalta plus .1482 shares of Shire for each Baxalta. As our club had 300 shares of Baxalta, we received $5,400 in cash, 44 shares of Shire, and $88.31 for the .46 fractional share. How is this transaction ...
5 messages
DBA filing with county
I discovered that our DBA filing had expired and looked into the process of bringing the filing up to date with the county as in Michigan the county is the location of such filings. The county clerk informed me that all signatures needed to be ...
2 messages
Tax Program Released
Hello everyone, The Federal tax program and the 5 state tax programs we provide have been released and are available for you to use now if you go to Accounting>Taxes. Just a couple of reminders: 1.A You can't prepare your taxes if you don't have ...
18 messages
ADR fee for UL
There is a charge described as an ADR fee for Unilever (UL). How does one account for that in Bivio? Is it a foreign tax?
4 messages
Partial withdrawal
At our next meeting there will be a discussion about a member who wishes to make a partial withdrawal from her capital account. What is the experience of other clubs with this issue?
11 messages
syn
does bivio syn with scottrade
2 messages
Got Questions?
Do you have questions about expense entries, advanced payment entries, withdrawal entries, how to reimburse a member with units and other non-routine tasks? You come to us most often with questions on these things.A You don't do them often, and they are a bit more ...
5 messages
What's Hot and What's Not - May 2016
Wonder what other bivio investment clubs are buying and selling? Here are the top Buy and Sell lists for May 2016: Buys A By number of clubs: By total dollars: 1 AAPL GIMO 2 GILD HPE 3 VZ AAPL 4 T SOXS 5 FB GILD ...
2 messages
Who Is Voting?
Some of your investment clubs own TROW and may have heard about their $194 million "mistake" where they didn't vote against a Dell merger deal as they had advocated. A That left them on the hook with their investors for extra compensation when a challenge ...
1 message
Valeant (VRX)
Quick correction. A The ticker for Valeant is VRX, not VAL.A Sorry for any confusion. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ Click here to A Subscribe A to ...
1 message