Stock Rover is doing a free introductory webinar tomorrow, Wednesday, January 20 at 1PM Eastern Time.A If you'd like to learn more about using the tools they provide, you can register to attend then or to view a recording of the webinar later. You can ...
Interesting take on the current market and expectations for 2016 from our friends at Manifest Investing: Press On: Six Stocks for 2016 The observations and graph toward the end, in the section called "Price Targets and Veracity" were a topic of discussion in my office ...
We have a stock that we bought 50 shares in 2014 and 50 in 2015 and sold all 100 shares later in 2015 so 50 shares are short term gain and 50 long term gain. The commission to sell was $7.01 and Scottrade added to ...
Hi, We had a recent request to describe how to join this list.A All members of your investment clubs are welcome to join. This link describes how the list works and includes instructions for joining: About Club Cafe Laurie Frederiksen Invest with your friends! www.bivio.com ...
a€‹ Hi everyone, It's the time of year to make sure your bivio records are in ship shape so you'll be able to prepare your taxes quickly in February. The best way to do that is to do a club audit. Gather your group and ...
"Santa is real and Christmas is magic.A Christmas brings miraclesA It's easy to say you don't believe but if you keep looking and you keep really watching, you'll see." - Parenthood- Season 4, Episode 11 It's the time of the year when we celebrate miracles.A ...
Thanks, I really appreciate your suggestions and the promptness of you replies. Virginia Cooper vmcooper@earthlink.net Why Wait? Move to EarthLink. Original Message From: Mark Eckman To: club_cafe@bivio.com Sent: 12/12/2015 8:51:42 AM Subject: Re: [club_cafe] Online Clubs resources We use TeamViewer which allows us to share ...
For those of you in online clubs, what equipment criteria do you use? My club requires multiple sites and wants to share SSGs and other files. Virginia Cooper, California
Our club is considering allowing Family Trusts to become partners. The limitation to trusts that the partner is the sole grantor and trustee eliminates most of our members. What if we allow any revocable living trust, and add to the removal of a partner paragraph ...
A Grantor trust is different from a revocable trust and has a different set of rules. Don't confuse the two. Linda W. Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: ira smilovitz <ira.smilovitz@gmail.com> Date:12/11/2015 1:42 PM (GMT-05:00) To: club_cafe@bivio.com ...
A revocable trust for a single person usually has no FID so it uses the Social Security # and does not need a 1041. All income reports on the 1040 individual return. Linda W. Pointe players Sent via the Samsung GALAXY S(R)4, an AT&T 4G ...
Revising our bylaws. The ongoing dialog about trusts concerns me with complexity of issues. I would prefer to recommend that the bylaws forbid partners from titling in individual trusts. 1) is there recommended language for such a provision? 2) I prefer to keep the treasurer's ...
We have just started a small family club with few members. We have $5.35 in dividends and interest. No realized gains or losses at this point. Am I still required to file with the IRS and issue K-1s?
Finally one last term you'll see on your 1099-B: Covered Securities These are your tax lots that the new cost basis reporting rules apply to. Brokers are only required to report cost basis information to the IRS on covered securities. When you sell lots purchased ...
Looking for new stock ideas for your investment club?A Our friends at Stock Rover have put together an article for you describing ways you can use company fundamental data on their site to screen for GARP stocks. 3 Ways to Screen For A Garp Stock ...