| RE: [club_cafe] Medtronic (MDT) Tax JoyOur club owns JCI, which is merging with Tyco and moving its domicile to Ireland (although operational headquarters will remain in the US.) I'm curious to know if we can expect similar problems with the new JCI when it shifts to Ireland. What red flags ... |
| Re: Non-Profit BivioThere have been many good comments to this topic, many of which I agree with, but I'd like to add my (inflation adjusted) two cents worth. While I am no longer a club Treasurer, I was a Treasurer for many years and for several clubs. ... |
| Re: [club_cafe] Waiting for TDA 1099Ia€(TM)mA Saul J. Blair 602-295-9764 bsaul359@gmail.com On Thu, Feb 29, 2024 at 10:16a€¯AM Norman Gee via bivio.com <user* 125100001@bivio.com > wrote: TDA 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 ... |
| Re: Re: [club_cafe] Long term capital gains resulting from member withdrawalThank you all for your answers. That all does make sense. Mary On Friday 24/02/2017 at 9:43 pm, Gladys wrote: Thanks for the explanation. Gladys On 02/24/17, Irina Clements<irina39@verizon.net> wrote: 1) First this is not a penalty. This is a gain. All the members including ... |
| Re: [club_cafe] Disbanding Club and Payout of MembersOh, my gosh. I looked in Bivio and I was able to pull up my K-1 from 2007, 2008 and 2009 for a club that disbanded in aboutA 2010. However, I am still in a club that has a bivio subscription. Linda On Tue, Aug ... |
| Re: [club_cafe] Tax formsA It would be the IRS to finalize it on March 14 with it due on the 15th.A A On Sat, Feb 6, 2021 at 10:06 AM Peter Dunkelberger via bivio.com <user* 26984900001@bivio.com > wrote: I do not understand the pressure that comes every year ... |
| Re: [club_cafe] Re: DisbandingLinda. Schwab moved our TD transfer from Nov to Sept. Their office is 20 min away so we delivered all paperwork. They lost one DTC form (member DTC and Bivio withdrawal stapled together and all placed in folder) for each transfer within their companies and ... |
| RE: club_cafe: ADVP/CMX MergerWho holds your shares? If you use a broker, you will receive a statement that outlines the transaction, including any cash in lieu. I don't see the need for any mathematical calculations regarding gains if you did not sell any shares. I have recorded several ... |
| Re: club_cafe: Re: Member Withdraw ?Kevin, I know this is not what you asked, but my club is also new, we have been investing for only a little over a year, and, as the accountant, I initially had trouble dealing with missed or late member payments. I have finally developed ... |
| Re: [club_cafe] GE Reverse Stock SplitThat sounds good. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ Click here toA Subscribe A to the Club Cafe email list.A Click here toA A Unsubscribe On Tue, Aug ... |
| Re: [club_cafe] Transition from TDA to SchwabSchwab investment clubs would be missing out on one of the golden perks, indefinably delaying recognizing capitol gains by transferring appreciated stocks to withdrawing members.A E*Trade does provide for this service. You might consider transferring the account there. *Disclosure; I am invested in E*Trade's parent ... |
| Converting to a unit based system of club accountingFred Dickinson asks, How does a club go about converting to the unit based system of club accounting? Converting to the unit value system is an easy process with bivio. First, you should make this conversion immediately after closing your club books at year end. ... |
| Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT October 9, 2021 In attendance (389 registered, 49 visitors) Members: Jack Finn, Brent Goll, Liz Tobin, Steve Roy, Ira Haas and Sriram Madabhushi were all present. Esteemed visitor: Joe Farrell. Visitors: See ... |
| My thoughts on 2005 Bivio taxesHello all, Crow River did club taxes on Saturday. I was a little frustrated with it, and planned to write to Rob. But, since all our opinions are helpful, I thought I'd post them here, rather than privately. If you agree, disagree, etc., please chime ... |
| Re: club_cafe: Re: club_cafe: Tax: Members in multiple state (NY & NJ)In a message dated 03/01/11 13:47:48 Eastern Standard Time, james@familychoe.com writes: Dear Ira, Thanks so much your reply. Some clarification question if I can please. 1. You say that IT-204 / IT-204-IP must be filed for ALL members (which includes NJ residents). Does that mean ... |