CINCINNATI MODEL INVESTMENT CLUBCINCINNATI MODEL INVESTMENT CLUB JANUARY 17, 2004 MEETING MINUTES The January 17, 2004 meeting was opened at 9:30 a.m. by the presiding partner, Don, who welcomed the eleven visitors. Members absent: Harvey and Laura. December minutes (previously emailed to all members) were accepted with one ...

Re: [club_cafe] Re: [bivio.com #248868] Re: [club_cafe] Re: AccountSync - Edward JonesUh, I am the dummy here.A What is Yodlee?A OFX?A CSI? Peter Dunkelberger On Mon, Jun 6, 2022 at 7:34 PM Robert Nagler < nagler@bivio.biz > wrote: Hi All, Here's an update on all the issues: The Edward Jones problem was escalated by a branch ...

Re: [club_cafe] Member payments with valuation in prior yearYou do not want to determine any withdrawal payout amounts or enter any withdrawals until you have verified that your records are accurate and up to date through the withdrawal valuation and transaction dates. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! ...

Re: [club_cafe] Disbanding Club and Payout of MembersThis writeup describes what you need to do to disband correctly.A It includes a discussion of your final tax filing requirements and options: Disbanding Your Investment Club You don't want to rush through any of this, so make a specific plan and make sure you ...

Re: club_cafe: Email votingOur club has chosen not to vote for buying or selling a stock via email. We prefer a thorough discussion for such actions and we have members who are "out of town" at times and are not able to always access email. Sandy On Wed, ...

Re: [club_cafe] Re: [bivio.com #248868] Re: [club_cafe] Re: AccountSync - Edward JonesThanks for sharing this info Rob!A I wish I could provide some assistance.A Serge On Mon, Jun 6, 2022 at 7:30 PM Robert Nagler < nagler@bivio.biz > wrote: Hi All, Here's an update on all the issues: The Edward Jones problem was escalated by a ...

Calculating Future High and Low PricesAs a new club, we are currently educating ourselves on the SSG using the Investors Toolkit. One area that we are struggling with is calculating future high and low prices. In setting up the calculation using Investors Toolkit, the task is to apply judgement to ...

Re: taxesTracy A. Faralisz wrote: > when will the 2001 tax program be available? I don't believe anyone can give you a definite answer. The problem lies with the IRS which has not released the final version of Form 1065 and the attached schedules. While I ...

Re: K-1's for 2002BERTRAM FRANCIS wrote: > Will I be able to print K-1's this > year for 2002 activity or will I have to wait until January? We expect to have the 2002 tax software available in early January. Be sure to use the same valuation date ...

Re: club_cafe: Re: Final Income Tax Return - Termination of Club>>Thanks for the information that you provided. Our club is located in Philadelphia, PA. I don't know the rules for PA. Try calling your local chapter contact. Ira Smilovitz

Re: club_cafe: Re: Final Income Tax Return - Termination of ClubThanks for the information that you provided. Our club is located in Philadelphia, PA. >>I don't know the rules for PA. Try calling your local chapter contact. Sorry. I automatically assumed you are affiliated with NAIC. If not, try calling Harrisburg or rummaging through the ...

Re: club_cafe: withdrawing member>>We have a member who is withdrawing and we want to pay her off in two or three payments. She will be getting cash and we don't want to sell any of our stocks. How do I handle this in the withdrawl page, where it ...

Re: club_cafe: Dissolving a clubThe IRS will know when you check "final return". However, you may need to notify your state that you are dissolving. Ira Smilovitz In a message dated 11/16/2004 4:18:44 PM Eastern Standard Time, icecold@bivio.com writes: When dissolving a club, must we notify the IRS regarding ...

Re: club_cafe: Partnership termination>>We terminated our investment club in August and i was wondering if anyone knew what we have to do about filing a short 1065 return with the IRS? Also, is there anything else we have to do when we terminate? If you terminated in August, ...

Re: Reporting personal distributions on a Final K1 on their taxesKrish Thirumalai wrote: > They are asking how they would report the > distribution they got from the partnership. Along with the K-1, also provide the member with a copy of their withdrawal report. The withdrawal report will detail the gain/loss for the member which ...