| FCstockstudyreporttemplate.docxFirst Cut Stock Study Report Please complete this form for your First Cut stock study. Click on each grayed area and enter your information. Fields will expand as you type.Save file as FC<yyyymmdd><ticker>.doc (i.e. FC20080224FDS.doc). Create a PDF of the SSG (see instructions on last ... |
| Re: [club_cafe] Giving K-1s to members (include state too?)Many clubs allow withdrawn members access to bivio so that they can retrieve their tax documents at the end of the year. Once the final K-1 is retrieved they remove access.A Ira Smilovitz On Thu, Mar 2, 2017 at 11:35 PM, Ann < aemerr@hotmail.com > ... |
| BetterInvesting, Support, Snow, Price Upgrade, etc.Greetings bivio users! bivio and bivions survived the Great Blizzard of '07. Despite the state of emergency -- Gawd! The mall is closed! -- bivio.com was running smoothly, and our support team was answering questions. Yesterday, most of us spent the day playing. Jenn is ... |
| Re: [club_cafe] Re: Tax ProgramHi Deanna, Yes.A All kinds of things changed with the new tax laws for 2018. Losing any possibility of deducting those expenses on your Federal tax returns is one of those things. We still show each members amount of them on the K-1 supplemental page ... |
| Re: [club_cafe] Re: Question: Member Percentage LimitWe have a cap on ownership of 20%, of which we have one member who is always hovering there.A When she gets over 20%, she stops making monetary contributions until such time as her share drops below 20%, and then she is allowed to only ... |
| You're Invited to the bivio Audit Party Weekend!Stay safe and warm and get started on club taxes! Your 2021 investment club tax forms need to be filed by March 15, 2022. You won't be able to complete them until you get your 1099 forms in February but you can get most of ... |
| AQN Presentation Finn.pdfTICKER: TRADED: CAP: AQN NYS (and on Toronto Exchange as AQN.TO) Medium size ($1.7 billion sales 2020) / $9.1 billion mkt. cap. Algonquin Power & Utilities Corp is a North American generation, transmission, and distribution utility. Within its distribution group, Algonquin owns and operates regulated ... |
| Re: [club_cafe] CA investment clubs and temporary SOS#sWhen will the 2021 Partnership Taxes for 2021 be ready??? Our club already have o ur TD American 1099s. Partnership Taxes for 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Our ... |
| Re: Calculating Future High and Low PricesJohn, Thanks so much for your feedback!! I really appreciate the time you took to offer your thoughts. It helped to strengthen my direction in applying the judgement piece of the SSG. In my mind and as you note, "erring on the side of caution" ... |
| Re: club_cafe: What Should you Do with $200 per Month?Here's my response to Bonnie (I can't seem to get it to post as a comment on her blog.) Your final analysis of credit card vs. mortgage repayment is flawed because you're made two errors. First, your last bullet point is wrong, because the mortgage ... |
| Re: [club_cafe] K-3s - Foreign Tax ExpensesThank you Ira! That is very helpful. Nancy Murphy-Chadwick Director of University Housin g and Residence Life , Emerita nmurphychadwick@twu.edu From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of ira smilovitz via bivio.com <user*2883400001@bivio.com> Sent: Tuesday, February 21, 2023 12:43 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] K-3s - ... |
| Microsoft Word - CandidProceedure.docValue Investment Partners March 10, 2009 To: All VIP Club Members From: VIP Executive Committee, as modified at 3/2/2009 VIP meeting Subject: Proposed Stock Candidate Procedure Revisions As approved at VIP Monthly Meeting, March 2, 2009 The VIP Executive Committee recommended the following Stock Candidate ... |
| Re: [club_cafe] Filing 1065; USPS Certified Mail Tracking IncompleteI had the same tracking result in Salt Lake, but I had the green post card returned. I too was concerned until the post card arrived. I believe your suspicions are correct and your return has been delivered. Being somewhat paranoid when dealing with the ... |
| Re: [club_cafe] Re: Price changeHi Charlotte and Len, Charlotte wrote: > Our club would definitely favor the two-factor ID.A We've worried about security since we realized that bivio does not log you out automatically.A If you just close the program you are not logged out.A Isn't this a risk? ... |
| LET'S REGROUP ON THIS PRICING ISSUE!!Dear bivio friends, I would like to be the first to apologize to Rob and his crew for fueling the fire of uncertainty over the new service changes. I have to admit I reacted before taking the time to investigate. I spent the better part ... |