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Boise bi club?
I moved to boise Idaho and would like to find a club here. Can you help? Teresa Sent from my iPad >
4 messages
Scottrade and Member Deposits
May I have some feedback on these questions if your partnership has experience with Scottrade: If you collect checks from your members monthly, are you required by Scottrade to make only one deposit per month. Are your partners allowed by Scottrade to make their monthly ...
15 messages
Trying to join a local club
I recently moved to Western New York, just outside Buffalo. I've been trying to find a local BI investmen club. I've been a NAIC/BI member for over 20 years. Can anyone give me some leads to finding local clubs. You also can reply to me ...
2 messages
Dissolving an Investment Club
Thank you for this information. I'll have to read through all of it and then discuss with the club members to see how we want to handle the dissolution of the club. I appreciate all the help! Original Message From: Laurie Frederiksen <laurie@bivio.biz> To: The ...
1 message
Dissolving an Investment Club
I'm assuming that only whole shares could be transferred, right? So if we have 30 shares of a particular stock, and the split among our members leaves 1 or 2 shares left, I couldn't transfer fractional shares. Would it be a good idea to sell ...
2 messages
Dissolving an Investment Club
Thank you for this idea. I was thinking this might be a good way to approach it, before deciding whether to sell any stocks. Original Message From: Linda Glein <linda.glein@gmail.com> To: club cafe <club_cafe@bivio.com> Sent: Wed, 22 Mar 2017 14:45:48 -0400 (EDT) Subject: Re: [club_cafe] ...
1 message
Dissolving an Investment Club
Our small club has decided it's time to disband. I just renewed our Bivio subscription so that I can have it for doing 2017 tax returns & K-1 forms. Does anyone have any advice on regulations regarding dissolving our club? We're a partnership and I'm ...
4 messages
Dissolving an Investment Club
Thank you! That's some of the information I was looking for on Bivio but hadn't been able to find. Thanks for pointing me to it. Original Message From: John Rice <rice.j1969@att.net> To: club cafe <club_cafe@bivio.com> Sent: Wed, 22 Mar 2017 12:15:00 -0400 (EDT) Subject: Re: ...
1 message
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 ...
3 messages
federal and state return
Good afternoon, Our investment club returns for federal and state were sent off at the end February. Both were sent certified with return receipt requested. I checked on the status of both returns and USPS tracking says the items are 'In Transit to the Destination', ...
4 messages
Matching Your 1099 Doesn't Mean You Have Correct Taxes
It seemed this year that there were an unusually high number of clubs that were trying all sorts of creative (and wrong) ways to adjust their club records to get bivio to match their 1099's.A Unfortunately, even if they did, A it didn't mean their ...
1 message
guidance
Subject: guidance I presented this on 3/2/17 but am not sure as to how to proceed with our Partnership in regards to the wording in the agreement itself nor the wording that the Partner would present to the Partnership to actually implement this provision nor ...
3 messages
Form 3 for state of Massachusetts
The Bivio accounting software does not support state of MA tax filing. I need to complete form 3 for the state of MA and a 3K-1. Any guidance or help in how to do it manually would be greatly appreciated. Thanks Roma
4 messages
How to file for state taxes?
Printed out the documents now what. This will be our first time filing.. help
12 messages
K-1's for WIthdrawn Members
If you have completely shut off a withdrawn members access to the club it is probably easiest to print their K-1 and mail it to them. To give them access back at this point, A you'd need to delete the withdrawal entry, A send them ...
1 message