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Investment Seminar Expense Deductions
Interesting article from one of my accounting sites.A Have you ever wondered why you can't deduct the cost of attending investment seminars? Why There's No Write Offs Allowed For Investment Seminars Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow ...
1 message
Cash balance
We use Folio investments as our broker. We often are off a penny or two in our cash balance between them and bivio. Their rounding seems to be the problem. Do I need to make this balance?
4 messages
advice needed
Our club uses Fidelity, and aside from issues with changing officers (which is a pain), we are happy with them. We often call and ask for free trades and they usually accommodate us. There are a couple of people in the club who want to ...
4 messages
What's Hot and What's Not - July 2017
Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for July 2017 by Ticker: Buys Rank Ticker Clubs Buying A 1 GE 53 A 2 AMZN 39 A 3 GNTX 30 A 4 FB 23 ...
1 message
Transferring stock to withdrawing member
If I run a hypothetical withdrawal report using a combination of stocks and cash as the member's payout, where can I find the breakout of the adjusted cost basis for each of the transferred stocks? I understand it is supposed to be part of the ...
2 messages
Total years as a club
In 1984 our club, Big Ten Investment Club (BTIC), was formed. The past seventeen years we have been a partner with Bivio. BTIC has found this partnership to be extremely valuable. We have often wondered if any club knows of another club that has been ...
8 messages
Total years as a club
In 1984 our club, Big Ten Investment Club (BTIC), was formed. The past seventeen years we have been a partner with Bivio. BTIC has found this partnership to be extremely valuable. We have often wondered if any club knows of another club that has been ...
1 message
Disbanding
Our club is also disbanding. If we disband in 2017 and need to file a 2017 return before it's available in Bivio, how would we do that? Original Message From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Mon, 10 Jul 2017 17:02:34 -0400 ...
5 messages
Trusts
I'm in the process of closing my mother's estate, which is in a trust. I got to thinking about my own estate, and worry if a payout to my estate will trigger probate. (I am in California so I worry more about taxes, regulations and ...
3 messages
Disbanding
Our club is discussing disbanding this year. Is there a cutoff month that we'd have to file the partial year return? If we disband in October or November can we wait to file at the normal time? Thanks for your help
6 messages
Dissolving an Investment Club
Thanks for the input - I'll bring up that idea to the members. Original Message From: John Rice <rice.j1969@att.net> To: club cafe <club_cafe@bivio.com> Sent: Wed, 22 Mar 2017 11:16:18 -0400 (EDT) Subject: Re: [club_cafe] Dissolving an Investment Club Don't sell all of your stocks. Have ...
6 messages
What's Hot and What's Not - June 2017
Wonder what other bivio investment clubs are buying and selling? Here are the top most Active Buy and Sell lists for June 2017 by Ticker: Buys R ank Ticker Clubs Buying A 1 AMZN 48 A 2 F 39 A 3 FB 34 A 4 ...
1 message
Transferring Shares
One of our long time members passed away last week. Very sad for her family and our Club. I read the other posts about the steps to take. She had a large valuation and we decided we wanted to transfer shares to her estate as ...
3 messages
Employer Says Member Can't Be in Investment Club
One of our members has secured an internship with a big accounting firm. She says that it has been made explicitly clear that she cannot own stocks of any of the companies that are clients of her employer. So she feels that she must leave ...
10 messages
IRS Love Notes are Going Out
Hi All, Pat yourselves on the back if you got your 2016 investment club taxes filed by the new due date of March 15, 2017. Just to let you know, A we've received several requests already from clubs that didn't file on time.A Even if ...
20 messages