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Re: [club_cafe] Withdrawals and taxesI believe Fidelity allows stock transfers to club members. We are looking into these issues because we haven't been transferred yet. Also I know Siebert allows it but it doesn't offer as much stock research as TD, Schwab or Fidelity. I can't believe Schwab is ...
[bivio.com #236719] [club_cafe] Heads up - Getting Ready for Upcoming Broker ChangesDear Peter, bivio gets stock pricing from a separate pricing data feed. It is the same one that is used by Yahoo Finance. You probably had a valuation date that was the brokerage statement date because long ago, that was the only date you could ...
Re: club_cafe: Re: Question about LLC..Lynn's response was far from trite and useless. In most state's there are other requirements for LLCs other than having a written operating agreement. You often have to pay annual registration fees to the state, in some cases as much as $800/year. LLC's often have ...
Re: trez_talk: Differences in Members' UnitsWarren Hercules raises a question Even though I have entered equal payments, the same payment dates, and the same valuation dates, the number of units shown all members is not the same. The total amount paid is the same but the market values are affected. ...
Re: [club_cafe] Re: Tax ProgramHi, You don't have a partnership representative if you opt out. 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 ...
Stockettes Investment Club AGENDA November 5, 2007 ��STOCKETTES INVESTMENT CLUB AGENDA APRIL 21, 2009 HOMEWORK REMINDER FOR APRIL MEETING Stock to Study: Triveni, Gilead Sciences, Inc Stock watchers: Etana- CSCO; Kateri- EXPD; Triveni- WAG (update with new figures); Carol- FDS READINGS: April issues of BI and MI for articles that interest you ...
Microsoft Word - 2017 NJ_Webfile_Instructions.docxInstructions for NJ-1065 Webfile (Tax Year 2017) NOTE: While the NJ Division of Taxation claims that Google Chrome is the most compatible browser, I (Ira Smilovitz), was not able to use it or Firefox to submit an NJ-1965 return. Internet Explorer and Safari seem to ...
Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT March 12, 2022 In attendance (470 registered, 51 visitors) Members: Jack Finn, Brent Goll, Liz Tobin, Ira Haas, Stephen Roy and Sriram Madabhushi were present. Esteemed visitor: Joe Farrell. Visitors: See list ...
Re: club_cafe: What happened to the $69 basic subscription?Rob, While I applaud your efforts to get clubs away from the "problems" of spin-offs, mergers, etc., AccountSync is not likely to be the cureall. I agree with Ira's comments here. I found out about your plans through a conversation between you and Jim Thomas ...
SSG - Sections 3, 4, & 5SSG - Sections 3, 4, & 5 Looking for Value Recap of Section 1: Reasonable insider & institutional ownership; Reasonable debt: Preferably under 33%; Double-digit growth in the most recent rolling 4 quarter review; Clean railroad tracks on Visual Analysis; Double-digit historical growth (look for ...
Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT May 14, 2022 In attendance (492 registered, 48 visitors) Members: Jack Finn, Brent Goll, Liz Tobin, Ira Haas, Stephen Roy and Sriram Madabhushi were all present. Esteemed visitor: Joe Farrell. Visitors: See ...
Re: [club_cafe] Looking for IdeasHi Norman Hydrogen fueled vehicles, if they were viable, are at least a decade, if not more, from being deployed for general use.A There is so much that needs to be overcome for hydrogen to be widely implemented. One problem will be creating an infrastructure ...
Re: [club_cafe] Disbanding Payout or StockSusan, There is no requirement that every member's withdrawal be funded in the same way. Unless your partnership agreement states otherwise, you can pay some in cash and others in stock plus cash. GivingA appreciated stock allows the receiving member to defer the tax bite ...
Re: Getting Started -Jack, Thanks so much for your input and advice. The most difficult part of this is getting it all going. We have ten members and and we are finally all getting in sync regarding meeting dates and times, bringing money and getting socials and all ...
Re: club_cafe: Calculating Future High and Low PricesDebbie Here are a few of my thoughts on selecting a high and low PE: The software and NAIC's approach uses the average of the past 5 years, yet as you observe, this can lead to unreasonably high projected PE values. For the PEs, I ...