| 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] our club wants suggestions for new broker that AccountSyncs with BivioWe also transitioned from Folio to Fidelity, with one month notice from Folio at the end of the year (grrr) and during COVID.A Yes, we had to get all 8 partners signatures on some forms, but even during COVID, it wasn't that bad. We got ... |
| 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 ... |
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| 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. ... |
| 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 ... |
| Re: [club_cafe] Re: Tax ProgramIn the past our club expenses (like Bivio membership, etc.) have always been divided up among the members and allowed as a deduction.A This year it is not.A Did something change or did I enter something wrong? Deanna On Tue, Feb 19, 2019 at 5:47 ... |
| Re: [club_cafe] Federal & State Tax Reporting Requirements for Disbanding ClubsJack: I'm going through the same disbanding process with our IC out here in CA. Before you do anything, I'd suggest you check with the Maryland State agency that handles your taxes, as I just found out our Franchise Tax Board handles things differently than ... |
| 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 ... |
| 2022.6.15 - TPC Minutes.docxThe Passive Club (TPC) Meeting Minutes for June 15, 2022 Meeting called to order at 11:04 AM Meeting adjourned at 11:27 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 ... |
| Re: nondividend distribution vs nonqualified dividend vs qualified dividendYour holding is an ETF. The link to its description of distributions is: https://www.alpsfunds.com/products/etf/ACES You should have received an explanation of the breakdown for each quarterly distribution at the time of the distribution. There is a pdf copy to the right of each distribution on ... |
| Re: club_cafe: Calculating by unit value?Ann, You are mixing apples and oranges. All allocations of income and expense are done on the basis of the percentage ownership on the day the income/expense is recognized. Additionally, there are two independent sources of "income" for a withdrawing partner. First is the income ... |