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Quest for Positive Relative Returns
Join in the bivio Quest for Positive Relative Returns to monitor and learn whether your investing decisions are producing results More... |
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Starting A Club
Why Start a Club?
Motivation to Learn To Invest
10 Reasons to Start an Investment Club
Business Structure-General Partnership, LLC or Corporation?
Your Club Meeting
Your Monthly Financial Report
Setting Up A StockWatcher Schedule
Benchmarking Your Portfolio
Educational Topics for Club Meetings
--Descriptions and activity suggestions
Introduction to Corporate Balance Sheets
Why Look at Corporate Financial Reports?
Corporate Financial Restatements-How do we know? What should we do?
AccountSync
Introduction
Supported Brokers
Club Expenses
Investment Club Expenses
Deductible and Non Deductible Expenses
Valuation Dates
Everything You Always Wanted to Know About Valuation Dates
Using the bivio Website
How to Join the Club Cafe Discussion List
Auditing Your Records
How to Audit Your Investment Club Records
Investment Club Audit Form
Taxes
Getting Ready for Tax Time
Preparing Investment Club Taxes
Filing Requirements and Late Filing Penalties
Revised 1099's and Amended Partnership Tax Returns |
Treasurer
New Treasurer
Orientation to Club Accounting
Monthly Treasurer Tasks
Non Monthly Treasurer Tasks
The One Minute Treasurer
Member Payments
Identifying Payments
Online Billpay/Sending Checks Directly to TDAmeritrade
Online Billpay/Sending Checks Directly to Folio Investing
Reconciliation
Reconciling Your Investment Club Records
Withdrawals
Introduction
Entering Withdrawals
Partial Withdrawals
Full Withdrawals
Special Accounting Situations
Before You Invest-
Investments bivio may not be able to account for
Master Limited Partnerships-MLP's
Real Estate Investment Trusts-REIT's
More Real Estate Investment Trust Info-REIT's
Class Action Lawsuit Settlement Checks
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