| Re: [club_cafe] Long term capital gains resulting from member withdrawalYes. "The Partnership" generated a taxable gain when it sold the shares and received cash. Each member must report their share on tax return. Had "The Partnership" transferred the stock to the withdrawing member, "The Partnership" would not have had taxable gain. Taxation of gain ... |
| Re: [club_cafe] Member payments with valuation in prior yearNo.A Any changes will update your subsequent entries automatically.A A You'll just won't have correct reporting until you have finalized and verified all of your prior information. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A ... |
| Clubs Using ScottradeAs you may be aware, Scottrade accounts are being converted to TDAmeritrade accounts soon.A We have received several questions about what you need to do to handle this in bivio.A A Here is the answer: You will want to track your TDA transactions in a ... |
| Re: [club_cafe] Account Sync Goldman & Morgan StanleyAt this point,A I doubt they even know how their OFX interfaces will be handled.A This is what we use to have AccountSync gather transaction data to read into bivio. Our intent is to add them as AccountSync brokers if we can.A We will need ... |
| Schwab Takeover of TDAmeritradeThe TDAmeritrade merger with Schwab was finalized on October 6.A AMTD was no longer trading as of October 7. I assume all of you who have TDAmeritrade accounts have received a note from Charles Schwab like my club did. They've set up a welcome center ... |
| TD Ameritrade withdrawal / transfer to a Schwab accountI am sitting on hold with TD Ameritrade (over a 90 minute wait currently). I tried the virtual assistant and the local branch but the former was not helpful and the latter was a big circus which got me back to the national 800 number. ... |
| Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountAfter you log in to TDA, underA the client servicesA menu at the top , one of the drop down options on the far left is 'Messages".A I have found TDA to be very responsive when contacted in this manner.A I am sure they can ... |
| Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountConsider using the secure communication area of the TDAmeritrade account. Response time has been about 24 hours and it is a lot less frustrating. Additionally, you get a record of what you were told. s On Mon, Feb 8, 2021 at 1:05 PM Kevin Gillogly ... |
| Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountWhere is the secure communication link? KevinA On Mon, Feb 8, 2021 at 1:26 PM SB via bivio.com <user* 1595500001@bivio.com > wrote: Consider using the secure communication area of the TDAmeritrade account. Response time has been about 24 hours and it is a lot less ... |
| TDAm Secure CommunicationWhen logged into their website Client Services Message Center Compose Before sending, check the box "Send me an email when there is a response in my Message Center inbox." so you don't have to keep checking the secure site. S On Mon, Feb 8, 2021 ... |
| Re: [club_cafe] Foliofn - InteractiveBrokers Acoount transferWe finally have access. I do not like their interface. I find it difficult to work with and confusing. We also now need a separate bank account for making deposits and sending a single payment so we're switching to TDAmeritrade. Bob Mann Lunch Money Investment ... |
| Untitled DocumentStevo: Here is a kiss baby Jamie: Hmm I wonder if that chicken tastes as good as my thumb. Madlin: Stop taking pictures of me Alex Duvia: Ohhh Alex stop it. I forgot my make-up. Matt: I wonder if we should buy rum stock. Felira: ... |
| It's Time!Time to prepare your club taxes. Tax Programs Have Been Released! We slogged through big changes in the US tax code and delays getting information because of government shutdowns, but we've finally been able to finish and test the tax program so you have it ... |
| Johnson & Johnson (JNJ)UnitedHealth Group Incorporated (UNH) UnitedHealth Group Center 900 Bren Road East Minnetonka, MN 55343 Phone: (952 ) 936-1300 Fax: (952 ) 936-1949 BHGP purchase date: 9 October 2002 @ $92/share Market cap: $176 billion Performance: ROE 30.6% (ttm). UnitedHealth Group provides both comprehensive managed care ... |
| The BLAST meeting was held on August 24, 2009 at the DLC with 5 members presentThe BLAST meeting was held on August 24, 2009 at the DLC with 5 members present. The minutes were read from the July meeting and approved. The treasurer's report was given with $585.99 in the bank and $531.86 in the broker account. We received dividends ... |