thanks, I'm sure I'll be back with my tail between my legs soon enough J. Michael Banks, CPA Tax Consultant Culp Elliott & Carpenter, PLLC 4401 Barclay Downs Drive, Suite 200 Charlotte, NC 28209 Telephone: (704)372-6322 Direct Dial: (704)973-5329 Fax: (704)551-5700 jmb@ceclaw.com IRS CIRCULAR 230 ...
Our club's broker account is with TDAmeritrade. We use a Bivio NAV on the last day of the month for our official valuation because it usually matches our month-end brokerage statement. I have found that in the case of one of our holdings, LKQ, TDAmeritrade ...
Thank you to everyone who participated in our Facebook contest.A It was a lot of fun hearing your stories and seeing your pictures. The winner of the free subscription (by a nose) was the University Club Womens Investment Club from Toledo Ohio! Congratulations to them ...
Two of our stocks underwent reorganization this past month. Monster Beverage has traded products with Coco-cola and Actavis is now Allergan (started out as Watson!). Both seem to have traded stock with no commission charged so far. Monster listed this as a 1:1 exchange, Actavis ...
Having a new member fill in a W-9 form so you are sure you have their tax reporting information is a very good suggestion. In the sample operating procedures that we provide,A there is a section which might give you ideas of requirements for new ...
As the new treasurer of a club with several members in their 80's, I bought this up as new business at our last meeting. Most of them suggested that the executor of the Will would tell me what to do! Myself and a few others ...
In our quest for new investment opportunities, our club is looking at an ETF (Ticker PFF). We're wondering if any of the other clubs have experience with this investment? Specifically, are there any hassles come tax time? The dollar value of this stock is generally ...
We have a large club with poor turnout at monthly meetings. We have weekly research meetings that are open to any club member but usually has the same 5 to 8 in attendence. We discuss stocks and the portfolio and make recommendations to the club ...
Do any clubs have/or have had an Executive Committee that acts for the club between meetings? If so, how did it work? Experience? Good / Not Good? Please explain.
Here's something us old-timers all like to see.A Young people who are taking advantage of the opportunity to use time to improve their odds of investing success: Future Millionaires Club Join us in helping to cheer them on by "liking" their post! Laurie Frederiksen Invest ...
Successful investing takes time.A Having fun as a member of an investment club helps you stay the course.A The GPIC has been together for 15 years by having fun Wisconsin style! Help them celebrate by congratulating them with "Likes" on the picture they shared with ...
Hi Tim, All of your current accounting is still based on all of your historical information so you should never delete any of it. As Mike indicated, if members have been properly withdrawn and you have not left them with online access,A they will become ...
Hi Laurie, I am looking at our high school club Greenenvy and seeing members who graduated years ago (all paid out at graduation).A Should I A still see them, or did we miss something during the withdrawal process? Roger
For those interested (apparently 7 clubs so far),A we've already had a request and made a Ticker Research page for Fitbit (FIT). FIT Ticker Research Of course, if some of you just want to go for a walk and think about it a bit more,A ...
Hello all- I'm in the process of starting a club. I'm wondering how you all manage the nuts and bolts of getting the monthly deposits- do people write a check each month? I'm hoping not to have to deal with a zillion checks and chase ...