Club Taxes
Was there a post in here about Investment Club Taxes (Partnerships) being due March 15 rather than April 15?
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Insecurity Questions
Have you heard about the Yahoo security breach?A If you login to Yahoo, A you should make sure to change your login credentials there and anywhere else you use the same information. Then you should make sure not to use the same login information in ...
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Benchmarking When You Buy A Stock
During the rest of September and October, A we'll be discussing items covered in Chapters 1 and 2 of the Stock Rover 12 month educational series available here: Introduction to Fundamental Analysis If your club is in need of educational topics.A Why don't you join ...
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How To Keep Interest In Your Investment Club Alive
Hi All, An investment club is a long term relationship and some clubs have trouble sustaining interest once the initial "honeymoon" period is over. Do any of you have any thoughts about how to do this that you'd like to share?A We've had a request ...
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Withdrawal of Multiple Partners, Doing It Correctly
All, It has been 8 years since I have done a withdrawal of a member and now we have three. In addition the last time, I did anything other than a full cash withdrawal was 2004 (that was for a total of $700). The amounts ...
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Back to School Time!
Hi All, It's September, A a time when many of us regroup and refocus on expanding our horizons by learning something new. I'm pleased to announce that over the summer, we've been busy working with our friends at Stock Rover to put together a 12 ...
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revocable living trust as partner
I've set up my personal assets as a revocable living trust, in Michigan. Is there an issue with transferring my club partnership into the trust? Do I have to select Trust rather than Individual when answering the 2013 tax questionnaire?
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Entering Merger Info
Our club had 1000 shares of FNFG. It merged with KEY. KEY gave us 680 shares of KEY plus $2300. The merger form on bivio only mentions cash in lieu of Fractional shares. How does our club handle the 2300 cash?.
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Withdrawal of a Deceased Member
Another possibility is to have a member "buyout" the deceased member's account. The member buying the account out pays cash to the club then gets the deceased units That way there would be no stock sales and cash to the estate. Tim Hoyman, Colorado Leprechauns ...
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Withdrawal of a Deceased Member
After one of our members passed away back in April, our club selected a stock to transfer to his brokerage account in accordance with our partnership agreement. When we attempted to coordinate the transfer, his broker told us that the executor must open an estate ...
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Tronto Exchange
If clubs buy stocks from Toronto Exchange is there different tax filing requirements
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Tax implications of REITs
What are the implications for Bivio tax preparation for the purchase of REITS? Thank you.
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transferring/buying units
Can Units be either transferred or purchased? If so how?
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Replace a Partnership Agreement
We have amended our PA many times by adding addendum to the bottom of the original document wit a reference to the addendum in the text line that has been changed. We are to the point of mas confusion. Is it acceptable to just start ...
4 messages
New Jersey Filing re: Tax Return
Anything new in regard filing the 2015 Partnership tax return?
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