Investment Club Accounting, Tax Preparation and Management Software
"I can't imagine trying to effectively manage an investment club without using Bivio. It is very intuitive, and easy to use for non-accountant and non-technical types. It makes tracking investments and preparing the club's taxes and investors K-1 forms a breeze. Thank you for your great product and service!"-Joe M., KS
"Thank you for all your help and wonderful service over the years. There's no question that bivio is one of the best things that ever happened to investment clubs."-Bev T., WA
"Bivio is great software. To be able to correct historical transactions and have them flow into today's member values and last year's tax returns is fantastic. I'm a CPA so I know good accounting software when I see it!"-Alec P., NC
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discrepancy between Bivio and Broker
If you have a cash balance discrepancy between bivio and your broker,A these are the steps you should take to ...
Dispersing stocks to members
Just to clarify, you don't avoid any capital gains when you distribute stock shares to members. In fact, if a ...
"When shares are transferred during a partial withdrawal, the rules for calculating tax basis are completely different and require a ...
Partial Versus Full Stock Withdrawals
I'll continue the discussion of stock withdrawals here. As Jack mentioned,A transferring stock in partial withdrawals is not recommended.A The ...
Changing Topics on Club Cafe Posts
Good Morning, First just a note.A It is preferable not to start a new discussion topic by replying to a ...