| Re: [club_cafe] Disbanding Club and Payout of MembersOne of my past clubs disbanded in 2017. Even though our Bivio subscription has expired, I can still review all of our past records. I'm not sure how long they are kept online Len Delmolino Massachusetts High Flyers Investment Club On 08/10/2021 4:21 PM Margaret ... |
| Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT May 8, 2021 In attendance (329 registered, 61 visitors) Members: Jack Finn, Brent Goll, Ira Haas, Steve Roy, Liz Tobin, Sriram Madabhushi Prospective members: Cheryn Watkins Esteemed visitor: Joe Farrell. Visitors: See ... |
| 2011 Investment Club Tax Information2011 Tax Information Just a reminder that everyone who has a current bivio subscription will be able to prepare 2011 taxes for their club without having to buy any extra tax programs. The bivio tax program will be available on your club site in mid ... |
| The________Investment Club Meeting�Board Members Present: Carleton Brown, President Demond Williams, Treasurer Sil Ingraham, Assistant Treasurer Shallette Frazier, Secretary A.L Stanley, General Board Member Gary Morgan, General Board Member Absent: Claudette Holt, Vice President (Who was informed before the meeting began by Club Treasurer, Demond Williams, to contact ... |
| Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT June 11, 2022 In attendance (249 registered, 40 visitors) Members: Jack Finn, Brent Goll, Ira Haas, Stephen Roy and Sriram Madabhushi were present. Liz Tobin was not present. Esteemed visitor: Joe Farrell. ... |
| Re: [club_cafe] Long term capital gains resulting from member withdrawal1) First this is not a penalty. This is a gain. All the members including the withdrawing member have this reflect on their form k. Getting gains is good. It means your club makes 2) It is to the advantage of clubs to transfer stocks ... |
| Re: [club_cafe] NJ Partnership ReturnI have established contact with my liaison at NJ Division of Taxation. At this point, I am summarizing all the information I've received from you (here and through Support) for their use. One of the first issues for them to resolve is how everyone can ... |
| Assigning positions in a clubDear Candis, I am starting a club and most everything is very well laid out. The only thing I am having trouble with in determining how to assign management positions. i.e. Treasurer, or secretary. What would you suggest? Richard J. Mackey Dear Richard, Congratulations on ... |
| Re: [club_cafe] Watch ListsBoth clubs I belong to maintain a watchlist. The purpose is to have a list of quality stocks which haveA met some basic criteria. A company may get added to the list because its current market price isn't a fair price, or because we don't ... |
| Re: [club_cafe] Handling Late PaymentsI don't know if I agree with Bob on this one.A There's something to be said for making regular payments into the club.A Some of us actually try to figure out, in advance of the meetings, how best to utilize our available funds.A That's hard ... |
| RE: [club_cafe] stock filing bankruptcyI am neither a lawyer nor a stockbroker so my opinion is not binding (lol). Simply stated, most of those types of lawsuits apply to the dates of purchase, so if you purchased the stock after a certain date and sold it at a loss ... |
| Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT October 8, 2022 In attendance (301 registered, 37 visitors) Members: Jack Finn, Brent Goll, Ira Haas, Stephen Roy, Liz Tobin and Sriram Madabhushi were all present. Esteemed visitor: Joe Farrell. Visitors: See ... |
| 2022.2.16 - TPC Minutes.docxThe Passive Club (TPC) Meeting Minutes for February 16, 2022 Meeting called to order at 11:03AM Meeting adjourned at 11:29 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] Waiting for TDA 1099TDA 1099 finally shown up on the website on 2/29 On Thu, Feb 29, 2024 at 6:16a€¯AM MARY FRAN NOVAK via bivio.com <user* 7094300001@bivio.com > wrote: I received my personal 1099 for TDA, waiting on the club TDA 1099, received Schwabs On Feb 29, 2024, ... |
| RE: club_cafe: RE: FW: club_cafe: Bivio Tax questionThomas You are so right I took all the emails in to show her the responses (which were great and certainly convinced me) she such poo pooed them.. She does have great confidence in her abilities and yes she is certainly a CPA is a ... |