I just found an error in 2013 that has of course carried into 2014. It had to do with a member who withdrew from the club and took his payout in transferred stock. We are doing an audit this year. Obviously we didn't do that ...
Cute PDF writer is also a free pdf program which works fine and is easy to use. Linda Pointe Players Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Mark Johnson <mr.johnson.1953@gmail.com> Date:02/03/2015 2:40 PM (GMT-05:00) To: club_cafe@bivio.com Cc: Subject: ...
I want to save my monthly treasurer's reports and then attach them to emails to my members. Not all are registered at Bivio. Using regular email. I used to save each report and then attach them individually. No save button or option shows on reports ...
Could someone explain the tax basis for individual members. The members of my club are questioning it. Examples: Member total paid tax basis market value xxxx 1694 5565.44 2247.13 ABCD 493.15 3611.76 2475.22 Do these members have a perceived tax lost or is it a ...
It takes them a while, but our friends at the IRS publish many reports analyzing tax data.A Here is some information about IRA's that just came out that I thought was interesting and thought some of you might find interesting also: At the end of ...
Today, I listened to a podcast that was recorded on the 14 th of this month by a fairly popular financial radio talk show host. A listener called in asking for advice about joining an investment club. The host advised it was very good idea ...
I noticed on some of the dividends that I have recorded into Bivio are recorded as interest and some as qualified dividends. My question is, does the program automatically decide/know that the dividend being inputted is qualified and not interest? Or do I change everything ...
I have account sync with TD Ameritrade. I have 4 separate posts to my transaction list that seem to double the amount of cash received. How do i handle this transaction. attached are the specific transactions. Which set of transactions can i delete to get ...
Don't forget!A Next weekend is Audit Party weekend.A It's a great time to schedule your investment club's Audit.A If you don't know how to do one,A we're offering a webinar on Saturday, January 24 at 1PM ET that will show you how: Sign Up Now ...
Our club is preparing some standardized stock buying proposal guidelines, and I'd like to get some feedback from any other clubs who have already done this, or from those who have suggestions as to what to include in such guidelines. Our objective is to provide ...
How do I transfer assets from one club member to another? I understand that at the end of the year there will be tax implications because the percentage of ownership will change for the parties involved. Will the transaction itself be a taxable event also? ...
I'm having a little trouble with the Walgreens/Bootes Alliance merger transactions. When checking our December E*trade statement against bivio, I found that the share balance did not match. We had 217.94777 Walgreens shares, but our 12/31/14 E*Trade statement shows only 217 of Walgreens Boots Alliance. ...