| Re: [club_cafe] E-filing in NJHi Stu, I did try that on twoA different computers.A A Launched chrome, went to that web site ( www.ieonchrome.com ) and typed in the NJ business tax URL in the IE10A mode.A I'm able toA log in successfullyA at the NJ tax site, but ... |
| Re: [club_cafe] WithdrawalsOur club is in NY. Most members are not very knowledgeable and rely on the advice of a small group. About half respond to buy and sell votes by email in between meetings. Recommendations by our research committee are followed most times. Research can also ... |
| Re: [club_cafe] Disbanding Club and Payout of MembersSo, a few questions. If we disband in January or February 2022 we need to wait for the 2022 tax forms. Is that correct? How long do you recommend we wait after selling all stocks to distribute the remaining funds? Finally, what date do you ... |
| 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] 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] 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: 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 ... |
| 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] TD Ameritrade withdrawal / transfer to a Schwab accountUnder "My Account", "Deposit & Transfer" then "Internal Transfer" Fill out forms 1. Transfer From 2. Transfer To 3. Review & Finalize On Mon, Feb 8, 2021 at 10:30 AM William Waskosky via bivio.com <user* 33549200001@bivio.com > wrote: Hi Kevin, Our club has two members ... |
| Adding and removing membersLaurie, Under the bivio Partnership Adding Members Considerations it says: Your partnership agreement is an agreement between the people listed on the signature page to conduct the business of the group in a specific manner. If this list changes, legally, the partnership is dissolved and ... |
| Re: [club_cafe] Stop Loss Orders and Wash SalesIf you buy and sell entirely within the IRA, wash sales are irrelevant as there are no capital gains or losses to report. If you sell for a loss in a taxable account and then buy back in an IRA within the wash sale window, ... |
| Pool 2Pool 2 Tip: As you place the value from 1-32 scratch the indx number to visualize the remaining numbers available to place for all teams $10 each sheet. Entries must be in before the first game. Losses get no points. Multiply the Value or Weight ... |
| Re: club_cafe: Final K-1 for a Departing Club MemberIra Thank you (very much) for your reply I had a feeling as I wrote my response that it didn't "feel" right and in the back of my mind I considered that I should just determine the gain from the cost less the proceeds received ... |
| Re: [club_cafe] AccountSync & Fidelity Investment Accounts -Part IiThe significant issue is to get an a EIN (employer identification number) from the IRS and establish the broker account in the name of the club under the club EIN. The club should open the brokerage account in its behalf using the club EIN , ... |