Filing for an ExtensionIf you will not be able to file your club taxes by the date they are due, you need to file for an extension before the original due date. For example, you need to file before March 15 to receive an automatic extension of your ...

Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountThat is why we request every member ofA our club, must have a personalA td ameritrade account . A we added that to our clubA PA and bylaws.A Anat BenjaminA A Alchemy investment club On Mon, Feb 8, 2021 at 2:40 PM Kevin Gillogly via ...

Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT February 12, 2022 In attendance (458 registered, 52 visitors) Members: Jack Finn, Brent Goll, Liz Tobin, Ira Haas, Stephen Roy and Sriram Madabhushi were present. Esteemed visitor: Bob Houle and Joe Farrell. ...

Re: [club_cafe] Why do we have to do our taxes so late?Irina, Just one small correction. broker 1099s are now due by February 15, not January 31. Ira Smilovitz On Wed, Dec 4, 2013 at 1:11 PM, IRINA CLEMENTS < irina39@verizon.net > wrote: It not that bivio is late, it is really the US Congress not ...

Re: [club_cafe] E-filing in NJPaul, Thank you for the suggestion to use IE9.A A I used that, and it worked! I used IEonChrome in the Edge browser (didn't have to be Chrome) but the key for me was using the IE9 setting for logging in to the NJ website. ...

Re: [club_cafe] Member payments with valuation in prior yearScott--It seem that you have a couple of things going on and the terminology you are using is confusing.A When you say "member payments" do you mean payments to the club or do you mean payments to a resigning member? Either way, your payment date ...

Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountI think you should ask for the form used to donate stock to a charity. There is no difference in the transfer process for TD Ameritrade if the brokerage firm the stock is being transferred to belongs to a charity or a person. I think ...

Re: [club_cafe] Disbanding Club and Payout of MembersYou do need an active bivio subscription to use bivio to do any final accounting or tax preparation. The finalA return for a disbanding club is due by the 15th day of the third month following the month of disbanding.A The program to prepare a ...

Re: club_cafe: Dissoltuion of ClubThank you for the prompt and simple reply. That is just what I needed! The club had been struggling for awhile with some personality conflicts and an inability often to make good decisions. So it didn't take much to have mutiny of sorts. The 7 ...

Re: [club_cafe] Making sure I have my dates correctly for a full withdrawal from the clubIt doesn't matter what Bivio says, what do your by-laws say? if the valuation date is Friday then it's Friday. Her final valuation will be what is reported using Friday's value. How she gets it as a combination of shares and cash is up to ...

Re: [club_cafe] Adding and removing membersWhen members leave or join your club, you dissolve the agreement between the original set of members and update it to be between the new set of members. The suggestions you referenced give you options for ways to handle those changes. Laurie Frederiksen Invest with ...

Re: [club_cafe] E-filing in NJThat's NJ. Highest in taxes, lowest in quality of government services. Have you gone anywhere on a train lately? Neither have the passengers! Stu Sent from my abacus On Mar 28, 2023, at 6:02 PM, Boyd Hinds via bivio.com <user*3773100001@bivio.com> wrote:  Paul, Thank you ...

Re: [club_cafe] WithdrawalsI agree. The incremental cost of one tax form just isn't worth it. We have also eliminated most of our withdrawal fees over the last several years (no fee if you have been in the club for 5 years or for hardship, ability to remove ...

Re: [club_cafe] Re: Apple ValuationErnest, You are very welcome. I agree about the civility here. I learn so much from others, and often that means discussing (challenging?) certain views. The exchange of ideas is how I learn. There are tons of people sitting on the fence. Why? I recently ...

Re: [club_cafe] Disbanding Club and Payout of MembersSo, youA raised another question: If a club's Bivio subscription expires will that impact the generation of the final report and K-1 forms? On Tue, Aug 10, 2021 at 1:22 PM Margaret Wentworth via bivio.com <user* 25964300001@bivio.com > wrote: Hi all, Just for my future ...