| September NewsletterAfter a bit of wrangling, we finally got the Sep. 07 newsletter uploaded to the website. In case you forgot, it's at www.bivio.com/pioneers under Communications|Files|Newsletter Archive Lynn |
| PRODUCT APPROACH TO GROWTH KINDLE VS NOOK AMAZON VS BARNES AND NOBLEPRODUCT APPROACH TO GROWTH KINDLE VS. NOOK AMAZON VS. BARNES AND NOBLE Presented by Bev Versele Southeast Michigan Model Club February 20, 2010 INFORMATION NOOK INFORMATION The Nook offers countless story-lines i.e. kindle killer, android OS. The sharing feature has captured people's imagination. There were 250-300 journalists ... |
| Re: [club_cafe] Review withdrawal stock transfers very carefullyIra, Good luck with getting TDA to comply. In a different matter, I finally had to file a complaint with the FTC to get a resolution! Susan Maciolek On Wed, Jan 5, 2022 at 2:28 PM ira smilovitz via bivio.com <user* 2883400001@bivio.com > wrote: We ... |
| Re: [club_cafe] Electronic FilingHi Linda, I spent a whole morning trying to e-file my 7004. Finally, I sent it in by usps. Ed Berners On Sunday, February 27, 2022, 11:34:42 AM EST, Linda Glein via bivio.com <user*21345500001@bivio.com> wrote: I went in circles trying to file the 7004 electronically. ... |
| Re: [club_cafe] Tax StatusFor what it's worth, my brother can't even file our regular taxes yet using Turbo Tax here in New Jersey due to delays in the state treasury to finalize some reforms.A On top of this, I've recently read a few news articles that say the ... |
| Re: [club_cafe] Is Return Receipt Required/Recommended?Return Receipt is a waste of money. I sent extension and return to IRS and still haven't received signed green card . Certified green and white slip tracked both were delivered. But I send documents to my cpa one was sent on March 1 and ... |
| Re: [club_cafe] Re: AccountSync SchwabHi Jim, Wished it worked, just tried it again. Got this error message onA BivioA The AccountSync Schwab direct connection is in the testing stage. We are working with Schwab as quickly as possible to get it ready. We appreciate your patience and understanding. I ... |
| Re: [club_cafe] Re: AccountSync SchwabWe are a bigger investment club but I - re-synced and it worked - BUT I had to do it twice. And you have to do the change on the Schwab site and in Bivio. I did it several months ago and haven't had an ... |
| Re: [club_cafe] IntroductionJustin, Great to have you aboard. Would be wonderful if you can get the Schwab/Yodlee connection to Bivio to finally work out - we have been without connection since April 1, 2022!A And at the end of my rope and will have to changeA one ... |
| Re: [club_cafe] Re: AccountSync SchwabThought I was getting somewhere with Schwab but finally got "we are working on it" again. Question is if we changed to another broker will they be able to include the past transactions from Schwab that Bivio has not had access to since April. Sent ... |
| Re: [club_cafe] AccountSync SchwabIs it possible for Bivio to accept a .CSV file to transactions? Would it be possible? Many brokers can generate a CSV file on the website. That would also open up more brokers to be compatible with Bivio, even if they can't sync automatically. Best, ... |
| Re: Disbanding Tax Forms 2021 vs. 2022The IRS has not finalized the 2022 tax year forms yet. The bivio 2022 tax software will be available in mid-February. When a club files a partial-year return, the returns are filed on the prior-year (2021) forms. You do not have to refile and your ... |
| First Audit, Then Taxes!Hi everyone, Has your club completed your 2022 audit? We're glad many of you could join us live for the How to Do An Investment Club Audit webinar. If you missed it or want to watch again, the handouts and video and audit forms are ... |
| Re: [club_cafe] First Audit, Then Taxes!Becky- I am unable to attend the seminar in Feb. Could I register for the seminar so that I can receive the presentation later? I am so sorry that I will be unable to attend & hope that I can listen to this webinar- maybe ... |
| Re: [club_cafe] First Audit, Then Taxes!Nan, do register for the webinar.A We will post the webinar handouts and the webinar video on our bivio Taxes Help pages within several days after the webinar, and let you know when they are ready here on Club Cafe.A Becky Kruse bivio On Thu, ... |