| ADDENDUM TO THE PARTNERSHIP AGREEMENT��ADDENDUM TO THE PARTNERSHIP AGREEMENT OF THE LUNCH MONEY INVESTMENT CLUB Addendum # 16 This is an addendum to the original Partnership Agreement of the Lunch Money Investment Club and all prior addendums. It is effective September 20th, 2006, approved by unanimous vote of all ... |
| RE: [club_cafe] Question about a withdrawalI have a basic question. How does Bivio calculate the share valuation and number of shares for the club and each membera€(TM)s value?A In other words, what is the formula? Thanks Norm C Blizard, SCSIC From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Mark Eckman via bivio.com ... |
| Double Payment or Withdrawal EntriesWe sometimes get questions in support asking what to do when amounts for member payments or withdrawals have been entered twice in your records. Usually this happens because you enter them manually (when you receive checks or enter a withdrawal), and then when the checks ... |
| Re: club_cafe: withdrawal questionIn a message dated 1/16/2006 12:46:30 A.M. Eastern Standard Time, joeydag@bivio.com writes: I had a member withdraw this year. His account on the valuation date was worth 21276.57. We charge a 3% fee to withdraw and the software calculated the fee to be 658.04. But ... |
| RE: [club_cafe] Investment club withdrawalsPlease take me off your list of recipients. Thank you, Cynthia estateagnt@cox.net Original Message From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Robert Anderson Sent: Monday, November 05, 2012 3:34 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Investment club withdrawals Our club in Northern Va allows withdrawals at ... |
| Partial Withdrawal TaxationThis is why you need to send your question to support, not to this list.A It sounds like you are misinterpreting something.A Unless we can discuss the specifics of what you are looking at and what you are seeing, A it is hard to answer ... |
| Re: [club_cafe] Tax implicationsDear Beth, If you are not leaving for good, this withdrawal will be a partial withdrawal.A The determination of basis of shares received in a partial withdrawal can be complex.A As opposed to a full withdrawal, in general if appreciated shares are used to fund ... |
| Re: WithdrawalSo your meeting date establishes valuation date ( " the value of the partnership as set forth in the valuation statement prepared for the first meeting following the meeting at which notice is received "), it seems the partnership got a bit ahead of itself.A ... |
| ADDENDUM TO THE PARTNERSHIP AGREEMENT��ADDENDUM TO THE PARTNERSHIP AGREEMENT OF THE LUNCH MONEY INVESTMENT CLUB Addendum # 16 This is an addendum to the original Partnership Agreement of the Lunch Money Investment Club and all prior addendums. It is effective September 20th, 2006, approved by unanimous vote of all ... |
| RE: [club_cafe] WithdrawalsIf a person withdraws in 2014, they will receive a 2014 K-1 in 2015, so they should pay a fee for the tax return. From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Mike Jones via bivio.com Sent: Wednesday, June 25, 2014 10:45 AM To: club_cafe@bivio.com Subject: Re: ... |
| Re: [club_cafe] Member made partial withdrawal in 2017Steve, she is not recording a loss either. Let's say that her contributions equal $5,000. She has received $684.48 in interest, dividends and capital gains. She already paid tax on the $684.48, hence the $5,684.48 adjusted tax basis. She can withdraw up to the adjusted ... |
| Re: [club_cafe] Sync on withdrawalsWe have sent internal transfer forms to TDAmeritrade for transfer of a certain number of shares to members' accounts without regard to lots. TDA forms have no place for choosing lots. However, bivio's withdrawal reports do. We have used the default. All of the cash ... |
| RE: [club_cafe] Investment club withdrawalsOur club has a three month partial or full withdraw which is ever the lowest of the three that is what the member gets paid after third meeting month. From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Kimberly Hazen Sent: Thursday, November 08, 2012 2:15 PM To: ... |
| Re: club_cafe: Member Withdrawal - Best Option(s)?Hi Ira, Can you explain why selling appreciated stock and transfering depreciated stock are the worst choices? Thanks, John Rice From: iras1 <iras1@aol.com> To: The Club Cafe <club_cafe@bivio.com> Sent: Sunday, July 12, 2009 10:03:53 PM Subject: Re: club_cafe: Member Withdrawal - Best Option(s)? The best ... |
| Re: [club_cafe] WithdrawalsOver 50 members wow. My comeback would be split that club into three clubs each of 15 - 20 members. Where do you meet an auditorium? Do all the members contribute their efforts [time, meaningful analysis, not just money]. My two clubs are each much ... |