Missing partne
The member moved or died and cannot be contacted. It has nothing to do with Bivio. Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone -------- Original message -------- From: Laurie Frederiksen Date:04/16/2014 3:18 PM (GMT-05:00) To: The Club Cafe Subject: Re: [club_cafe] ...
3 messages
Partnership stocks
Hey everyone... Remember last month's warning about not buying stock in partnerships? A I checked the list against our holdings and wouldn't you know it, we have stock in one of those companies! A Yikes! A So, now the question is, what is the best ...
3 messages
Missing partne
One of club's partners has disappeared. all mail and contacts for partner in thin air. What do I do now Noah
4 messages
Partnership Agreement "Death or Incapacity of a Partner"
How would "Incapacity of a Partner" actually work when invoked? One of our members questioned how that situation would apply and play out. Does anyone have any insight? Questions we had.. 1) who determines? it may be difficult for partnership to determine that state and ...
2 messages
Thanks To All Of Our Club Treasurers!
As we reach the end of tax season madness, we can all give thanks that we don't have Homer Simpson as our Investment Club treasurer. Homer Simpson and Taxes Enjoy! Laurie Frederiksen Invest with your friends! Become our Facebook friend! A Follow us ...
2 messages
We're In The Home Stretch Now!
We've made it to April 15!A Hopefully, all of you have your investment club taxes put to bed.A You've sent a copy in to Uncle Sam and you've given each of your members their K-1's. Thank you Uncle Sam for the special opportunity you've provided ...
1 message
bivio is showing a "Return of capital, GOOGLE INC CL A (GOOGL) Spin-off" in our broker account. Our broker account does not match that. We did not receive capital in the split. Can you explain this please?
2 messages
Double entry
Took the interview for tax data and noticed I have a double entry error. How can I edit. Expense was put in twice by mistake.
2 messages
Avoiding Tax Surprises - 9 Steps to Take Now
Some of you have had some surprises this tax season. The new cost basis reporting law has meant you've received information about extra tax matters you needed to handle to prepare your taxes. If you were unaware of them until you got your 1099's, it ...
1 message
Heartbleed bug
Check your email and broker sites to see if they pass the tests after you read this: Bivio passed with an A- Rich
7 messages
AccountSync & Fidelity Investment Accounts -Part Ii
I agree with everything you've said. Which is why I'm trying to figure out how to make that happen at Fidelity. Our club has a separate EIN which was provided to Fidelity when opening the account. Howver, because I'm an authorized owner/person on both accounts ...
13 messages
AccountSync & Fidelity Investment Accounts
I recently setup a Fidelity account to use with my Bivio account. Particularly, those clubs where multiple Fidelity accounts are involved including some personal accounts which are owned by an individual authorized to transact on behalf of the club. I'm curious how you handled the ...
3 messages
Has Your Investment Club Sold Anything in 2014?
Question: Are you one of the treasurers who wrote to us to help with reconciling your cost basis and your 1099's for your 2013 taxes? Did you tell us your club members were "Anxious to get their K-1's". Opportunity: If so, you have the opportunity ...
2 messages
calculating aggregated gross receipts for CA taxes
Is anyone out there living in California? TurboTax requires users to supply the aggregated gross receipts for our partnerships. Aggregated gross receipts is the total of all positive income amounts plus my share of the sales proceeds (not the gains or losses) from stock sales. ...
6 messages
Cash Ideas
I would like to hear from other clubs what they do with the cash in their account. We want to get more interest on our money. Our club is going to be talking about setting aside some of our contributions in order to go on ...
5 messages