| Re: [club_cafe] Accountant OpeningThat sounds more fun than being accountant at Oscars Love Heena From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Laurie Frederiksen <laurie@bivio.biz> Sent: Friday, March 3, 2017 12:05 PM To: The Club Cafe Subject: Re: [club_cafe] Accountant Opening Thank you. Maybe I'll just buy a new dress ... |
| Re: IRS Love Notes are Going OutI will echo Carole's experience vis a vis filing in Ogden. I had the same experience two years running. The post office customer service person who researched it said responsibility for the final scan is with the IRS. The PO just backs up the trailers ... |
| Re: [club_cafe] DisbandingHere are the instructions you need to follow to disband your club correctly: Disbanding Your Investment Club They include a discussion on the date your final tax return is due. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us ... |
| Re: [club_cafe] Mailing of tax forms to IRS and state agencyDon or Carolyn Original Message From: "ira smilovitz via bivio.com" [user*2883400001@bivio.com] Date: 02/14/2018 05:50 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Mailing of tax forms to IRS and state agency All tax documents should be mailed by first class, certified mail or priority, certified mail. Priority ... |
| Re: [club_cafe] K-1 address to use for deceased memberI would use the decedent's address on the K-1. If I were satisfied that the executor was duly appointed, I would send the final K-1 directly to the executor, regardless of the address on the K-1. If I weren't satisfied, I'd mail it to the ... |
| Re: Clubs Using ScottradeEvery Investment Club needs only ONE Bivio account. They're not suggesting that anyone needs to start another Bivio account. Within your investment club's Bivio account, you have the ability to track multiple Brokerage and/or Bank accounts under the Accounts tab. So the recommendation for the ... |
| Re: [club_cafe] [club_cafe] disbandingThe final return is due two and a half months after dissolution (not three and a half). While you can use the prior year forms, you must prepare the return according to the current tax laws. While bivio has done its best to anticipate changes ... |
| Re: [club_cafe] Re: Tax ProgramWe do not have a release date yet for the NY program.A We are still awaiting a final approval from them.A We hope to have it by the end of the month. For NJ, we are waiting to release until we know that their electronic ... |
| Re: [club_cafe] Re: Tax ProgramLaurie Thank you. Pat On Tue, Feb 19, 2019 at 4:30 PM Laurie Frederiksen < laurie@bivio.biz > wrote: We do not have a release date yet for the NY program.A We are still awaiting a final approval from them.A We hope to have it by ... |
| Re: [club_cafe] Re: Tax ProgramThanks our club Taxes are done On Tue, Feb 19, 2019 at 4:31 PM Patrick Dolan via bivio.com <user* 25461200001@bivio.com > wrote: Laurie Thank you. Pat On Tue, Feb 19, 2019 at 4:30 PM Laurie Frederiksen < laurie@bivio.biz > wrote: We do not have a ... |
| Re: [club_cafe] Re: Tax ProgramIf we opt out at the federal level, do we manually fill in the line for the Tax representative? or is there an option to select one of the members? On Tue, Feb 19, 2019 at 2:21 PM Herb Lemcool via bivio.com <user* 20718500001@bivio.com > ... |
| Re: [club_cafe] Transferring holdings from one person to anotherEven if the son is already a partner in your club, you need to perform a withdrawal of the deceased member so her estate can correctly file her final income taxes. Bob Mann On 01/21/2021 2:27 PM Alessandro via bivio.com <user*8340400001@bivio.com> wrote: Hi, we have ... |
| Making sure I have my dates correctly for a full withdrawal from the clubFellow Treasurers, While I consider myself fairly proficient in club accounting matters, I am ready to make my withdrawal. I have reviewed the webinars on withdrawals. So I know I will be transferring appreciated stocks to the withdrawing partner. I have the correct form from ... |
| Meeting AgendaGECCO Investment Club Meeting Agenda Date: Thursday, March 4, 2004 Time: 6:30 p.m. Place: West Side Christian Church, 1200 North Red Bank Road, Evansville, Indiana INTRODUCTION OF GUESTS CALL TO ORDER DETERMINATION OF QUORUM APPROVAL OF MINUTES NOTE: February minutes are available at our bivio ... |
| Welcome to bivioCongratulations on creating a bivio club. Your private club homepage is: https://www.bivio.com/iclwc Use bivio to: * Keep your club books. * Generate financial and performance reports. * Exchange messages and documents with club members. * Fill out IRS tax forms. Your club will have complete ... |