Re: Club DisbandingNancy J. Davis wrote: > My club is considering disbanding. Has anyone gone through > this process? My thought is to transfer stocks as much as > possible, and sell just enough to provide cash to balance > the various holdings. Who would get what ...

Re: Club DisbandingStephen R. Denman wrote: > Nancy J. Davis wrote: > > My club is considering disbanding. Has anyone gone through > > this process? My thought is to transfer stocks as much as > > possible, and sell just enough to provide cash to balance ...

Re: club_cafe: Re: Club Disbanding>>Why did you assess each member a closing fee? Charlie I suspect the "closing fee" was actually just setting aside whatever money would be required to complete the final tax filing and partnership dissolution. I usually recommend that club's enter their estimates of these costs ...

Re: Re: How do you disband a club?IraS1@aol.com wrote: > Record any close-up expenses such as printing and postage for your final > tax return, additional bivio subscription cost if you'll need to renew in order > to get access to the 2005 tax software, and any state costs for dissolving your ...

Re: Re: How do you disband a club?Ira, Our club did a short return today and we noticed the Form 1065 is 2004 with a tax year beginning 12/31/2004 through and ending date 7/8/2005. Also, the K-1's show this same information. Is this the way they are supposed to look? Thanks, Jennifer ...

Re: club_cafe: Re: Re: How do you disband a club?Generally, yes. When filing a short-year return, you use the previous year's forms, but indicate the short year via the date fields at the top of the forms. My only quibble is that your short year should begin 1/1/05 and not 12/31/04. I'm copying this ...

How To Turn Off the Email for a Soon To Be Ex-Partner?Fellow Bivio members, I have a partner who is withdrawing. According to our Partnership Agreement (PA), her resignation was accepted at the last meeting. Her final valuation will be set with the October 06 meeting. So she is still officially part of our club until ...

RE: club_cafe: How To Turn Off the Email for a Soon To Be Ex-Partner?Kevin, If you click on the member, there is an option to delete (which you don't want to do) and "take offline". This will stop their email forwarding. Regards, Gary Original Message From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Kevin Gillogly Sent: Friday, September 22, 2006 ...

bivio doesn't agree with TDAM 1099I took the interview and immediately noticed that CNI was not listed under foreign tax paid. We purchased it 12/5/2008 and it paid a dividend at the end of the year. The TDAM 1099 lists a foreign tax paid to Canada of $2.83 and the ...

RE: club_cafe: Dissoltuion of ClubDear Sandy, We are sorry to hear that. November was a discouraging month for investors. It's too bad that would cause the demise of your club. Things seem to be picking up again. It appears as though all the turmoil may mean there are some ...

Re: Disbanding Club QuestionsPaul H. Stephan wrote: > I think our club will be disbanding at our next meeting Here are the steps we recommend for disbanding clubs. There are several things that need to be done. 1) Tell your broker to sell all of your investments now, ...

Re: club_cafe: Club disbanding[Sorry, sent before finished] Strictly speaking, you would have to file your final 1065 by the 15th day of the fourth month after you disband but you can just file your final return at the usual time in early 2010. Each member would receive a ...

Re: club_cafe: Re: revoking withdrawal fee> BTW, the president is not a charter member and has no > problem with the 15%. She has no intention of ever leaving. In a sense she's right. The members who can arrange to still be around when the club eventually disbands can also ...

RE: club_cafe: RE: closing a clubEven after the treasurer is withdrawn, they still will have access to complete the final return if the club subscription is current. The partial year return is the final return. It is filed by the 15th day of the 4th month following disbanding. There will ...

RE: club_cafe: merging clubsHi Nancy, There are many aspects to this question. Here are a few things to consider: 1. What is the optimal size for a club? a. This is a subjective question and will depend on the people involved. There are many successful clubs that go ...