| Re: [club_cafe] Adding and removing membersLaurie, From a wise long-term friend in the McLean House Investment Club (formed 22 years ago): "Our Partnership Agreement was drawn up to be a entity that would continue "from year to year unless earlier terminated as hereinafter provided." Furthermore, the Agreement specifically allows for ... |
| Re: Club's Bank AccountI will echo Laurie's comment. While our club has a money market account with check writing priviledges at our broker, I have not written a check for several years. As treasurer, I pay for most of the club's out-of-pocket expenses, e.g. bivio subscription, BI dues, ... |
| Re: [club_cafe] Re: Club disbanding: understanding about transferring appreciated sharesYou don't pay on the whole capital gain and the other members still pay on their share. They pay because the unrealized gain (today) is reflected in the difference between their current value and their tax basis. If the club sells today, their tax basis ... |
| Re: [club_cafe] Tax Season DecompressionDear Judy, Dividend Reinvesting makes a club treasurers job an order of magnitude more complicated.A We did it briefly in my club many years ago and I finally told them that it was not at all worth the extra work on my part.A I guess ... |
| Re: [club_cafe] $5 Stock and Options Trades for Your Club from E*Trade!http://www.bivio.com/hn/ETrade_Special_Offer_1.html Dear bivio friends, I was intrigued by the bivio/ETrade promotion so I called to inquire about some of the particulars. I would like to share that information with our community. One of the first things I learned about Etrade is that our accounts are ... |
| 2010 Tax Program Released!The 2010 bivio Federal tax program has been released! It is available to any club with a current bivio subscription (including free trials). You will be able to access and use it by going to Accounting>Taxes. State taxes for NY, NJ and PA are also ... |
| RE: [club_cafe] NJ Partnership ReturnAfter many many attempts as you can see from the messages below the seem to be unsurmountable issues in filing partnership returns on the NJ filing sites. I have the same issue. Today I have gone as far as I have ever before. After following ... |
| 2022.3.16 - TPC Minutes.docxThe Passive Club (TPC) Meeting Minutes for March 16, 2022 Meeting called to order at 11:01AM Meeting adjourned at 11:34 AM Officers Name Officers Name President Phil York Vice-President Manu Pasari Treasurer Helen Sorser Treasurer (bkp) Secretary Georgeline Mitchell Secretary (bkp) Member Name Present Member ... |
| Re: [club_cafe] VLMaryland residents has free sharing privileges in any of the other 23 counties and Baltimore City. From there you can get free access to Montgomery County MD library and you can get access to Value Line (regular, Small and Mid Cap edition and their weekly ... |
| Re: [club_cafe] AccountSync & Fidelity Investment Accounts -Part IiOk, this sounds like confusion on the part of Fidelity regarding a personal and club account. I would call them..or visit in person if there is a branch near you to "in-commingle/unlink" [sic] the accounts at your earliest convenience. I would bring identification, and club ... |
| Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT January 8, 2022 In attendance (441 registered, 65 visitors) Members: Jack Finn, Brent Goll, Liz Tobin, Steve Roy, Ira Haas and Sriram Madabhushi were all present. Esteemed visitor: Joe Farrell. Visitors: See ... |
| Re: Member Tax AllocationCarolyn Raftis wrote: > Would the Member Tax Allocation report give the amount of > tax to report after the audit instead of waiting for the K-1 > since that form isn't sent to the IRS anyhow? > > Carolyn Raftis > MHB Investment Club ... |
| Re: Preparing for the Motley Fool InfuxHow difficult would it be to give each club their own "discussion board"? Perhaps we could pay a bit more. I'm not that interested in losing TMF boards. I can always go to RagingBull.com or other such places. However, our club has its own board ... |
| 4 Ways To Tell If You're Investing in A Partnership Rather Than StockHere's a good question we recently received from one of your investment clubs: "What's the best clue that something is a MLP or a LP as opposed to a stock?A Is there a site that provides their structure?A We don't need any tax hassles or ... |
| BankruptcySometimes you'll own stock in a company which files for bankruptcy.A A recent example is Patriot Coal.A It's original ticker was PCX.A Some of you may have received shares when it was spun off from Peabody Energy (BTU) in 2007. In 2012, Patriot Coal filed ... |