| Re: [club_cafe] Explaining to members how to access their K-1'sor, don't even include SSN in Bivio. We only have 10 members so not too complicated for us. We manually enter each SSN on the form before mailing to IRS. The treasurer keeps paper copies of last years return so has the numbers for older ... |
| Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT January 9, 2021 In attendance (250 registered, 52 visitors) Members: Jack Finn, Brent Goll, Ira Haas, Steve Roy, Liz Tobin, Sriram Madabhushi Prospective members: Cheryn Watkins Esteemed visitor: Joe Farrell. Visitors: See ... |
| Re: Re: club_cafe: Tax: Members in multiple state (NY & NJ)Dear Ira, Yes, thank you.. this helps a great deal. Hopefully a final question on this thread. After completing the Fed and State partnership return, I have a member where the Federal and State K-1's have 0 (zero) for all entries as the member joined ... |
| WHEN TO SELLWHEN TO SELL By Lynn Ostrem Crow River Investment Club www.bivio.com/crowriver Considerations for Selling: NAIC says: Adverse Management; Declining Profit Margins; Deteriorating Financial Condition; Competition affecting profits; Dependence on a single product; To balance our portfolio Adverse Management: A CEO or CFO leaves abruptly without ... |
| Re: [club_cafe] Why do we have to do our taxes so late?Dear Kimberly, It's one of the issues that comes along with being a partnership. You can't prepare partnership taxes until you have received all the information from the companies you have invested in. Brokers have until February 18 to get you that information on 1099 ... |
| HDIC MinutesStage #4: Becoming a member of HDIC This is serious stuff. Joining the club is the final stage. You will be mixing your money with our money so it is important you understand how we operate and how we share the workload. But remember the ... |
| Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT July 9, 2022 In attendance (267 registered, 39 visitors) Members: Jack Finn, Brent Goll, Ira Haas, Stephen Roy and Sriram Madabhushi were present. Liz Tobin was not present. Esteemed visitor: Joe Farrell. ... |
| Take_stock: Stock ScreenKajuntwin: At 12:12 AM 2/27/2002 +0000, you wrote: >I am a long time user of Investor's Toolkit and recently >purchased Take Stock 4. I plan on using Take Stock 4 to help >my kids get interested in investing. My question is, do you >have any ... |
| AccountSync Identifying TransactionsThere are a few transactions where the data from your broker does not contain enough information for AccountSync to complete the accounting entry for you. The most common examples are member payments, withdrawals, debits for expenses and credits if money is transferred into your account. ... |
| Investment Club BrokerI've finally convinced my club to move to an internet broker rather than using Edward Jones at $50 a pop. My objectives are low cost, high consumer confidence, and easy fund transfer. I'm leaning toward Ameritrade primarily because they are a bivio partner. Since I ... |
| Re: club_cafe: Re: Re: Upcoming bivio changes"Tim K. Kessler" <tkessler@bivio.com> wrote >I was a bit disappointed to see Rip and Jerry leave Bivio, >but I'd expect, with them now working for NAIC, that the >online site will improve, maybe even someday be as good as >Bivio's. First, thanks for the kind ... |
| Re: club_cafe: Where can I find legal statement> Where can I find a legal statement or contract for the > services that you will be charging a fee for? We have three legal documents which govern your use of and rights at bivio. On the bottom of every page, you'll see a ... |
| Re: Where can I find legal statementThis Terms of Service is out dated. Last revised 1/14/2001. Section 5 is "Fees. Registering is free. We provide additional services which are fee based. We may in our sole discretion add, delete or change some or all of our services at any time. " ... |
| Re: Paid treasurersPersonally, I am opposed to paying the treasurer for anything beyond reimbusement of out-of-pocket expenses. Nevertheless here are some things to consider. Review your partnership agreement. It may state that you can't pay a partner for services rendered. If you pay the treasurer, s/he will ... |
| Preparing for the Motley Fool InfuxMorning everybody, By now, I'm sure Bivio and many clubbers have heard yesterday's news that the Fool will begin charging an entry fee for the discussion boards on February 14th. The Bivio, Investment Club, and NAIC Stock Selection boards all receive their fair share of ... |