Prior to recent changes in CA law, state-created pass-through entities (LLCs, LPs, LLPs, corporations, etc.) were required to register with the Secretary of State and received an SOS# which was included on their state tax filings. General partnerships (such as most investment clubs)A were exempt ...
We are located in NY and just filed for an extension on our club taxes with the IRS. Do we also need to file an extension with our state. ThanksA Anat Benjamin
Glen asked: Hello, I have a Section897 Capital Gain for American Tower however do not see a drop down for Income Type in Bivio. Any idea what I should input as? Those of you who have bought REIT's are seeing this as one of the ...
Hello, I have a Section897 Capital Gain for American Tower however do not see a drop down for Income Type in Bivio. Any idea what I should input as? Thanks Glen Sent from my iPhone On Feb 19, 2022, at 8:53 AM, Lee Weygandt via ...
I believe within the past few years, Bivio subscriptions were designated as a non-deductible expense. Are transfer fees charged by financial institutions considered a deductible expense? Also, if it is a deductible expense, can this be changed after the end of the year as long ...
Hi All, Is there a way Member's Payment Transaction page to show total amount of payments somewhere in the same page? Thanks, Chuck Kim SoNaMu Investment Club
I would like to know if other clubs are still collecting fines for not attending meetings, or for not having your report on your stocks for the day. If you do have fines, how does your club treasurer deal with them? I have been investing ...
Marylyn, please see the following link: https://www.bivio.com/trez_talk/mail-thread?p=69429100003 Original Message From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Marilyn Haldiman via bivio.com Sent: Thursday, February 17, 2022 3:52 PM To: club_cafe@bivio.com Subject: [club_cafe] Partial withdrawal for long-term member I have been a member of our investment club since ...
I have been a member of our investment club since its formation in 1991 and, due to some withdrawals, I have been unable to contribute because my percentage of ownership is significantly over 25% (as stated by our Partnership agreement). I'm not interested in a ...
Just a reminder that we will be holding our annual "Getting Ready for Tax Season" webinar next Wednesday, December 8 at 8PM Eastern Time. Sign up now to join us: Getting Ready for Tax Season Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook ...