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Wisconsin taxes
I am still in the trial period, but my club has committed to transferring our books (done by hand by me for the last 16 years) to online accounting through Bivio. I have entered last year's data, and so far everything matches what I did ...
3 messages
Form 8949
Hello everyone, Because of the cost basis reporting changes, there is a new IRS reporting form this year called Form 8949. Some of you are receiving 1099s that indicate that you need to fill it in. Just to let you know, this year form 8949 ...
5 messages
Top Club Holdings
How do I interpret the"Top Club Holdings" column on the Bivio Welcome page? Does APPL 33% mean that 33% of all clubs using Bivio have at least 1 share of AAPL in their portfolio? Thanks.......Jay
2 messages
Apple?
How are your investment clubs handling the recent run up in Apple Stock price? The Challenge club last night voted down two motions to put a trailing stop loss order on their shares. They also voted against purchasing more shares. Trefis has a valuation of ...
12 messages
Watch Lists
Like many of your clubs, my investment club studies new stocks on a regular basis. We often find some, especially in markets like this one, that we think look like great companies, but are too expensive to purchase. I imagine many of you have had ...
5 messages
Challenge Club Meeting Tonight
What do you think? Is the market about to correct? Should you be concerned with keeping profits you've made in the last few months? Join in the discussion at the Challenge Club Meeting Tonight and share your thoughts with individual investors and investment club members ...
1 message
Looking for New Members
We have a core group of 4 ladies interested in forming an investment club. We plan to host meetings monthly on the second Monday of each month from 8:30 pm - 10pm. Our meetings will be hosted via telephone conference as our members are located ...
3 messages
E*Trade Webinar Re-Scheduled
Hi Everyone, In order to accommodate more peoples schedules, we have rescheduled the E*Trade webinar from March 20 at 3PM ET to March 27 at 8:30PM ET. You can register now at www.bivio.com/club_cafe Hope you can attend! E*Trade representatives will be available to answer all ...
1 message
Using Technology to connect with members
Has anyone drafted a Technology policy on how members that move for example to another state for part of the year can attend meetings remotely using an approved method. (For example: Skype, Go to meetings, Conference calling, etc.)
4 messages
Using Technology to connect with members
June, The Cincinnati Model Investment Club has been using GTM webinar (licensed by the OKI Tri-State Chapter of BetterInvesting) for several months and we find it very effective. We use it as a secondary method for partners to attend. One month we were snowed in ...
3 messages
Online Attendance Of Monthly Club Meeting Meeting
May guests of a bivio club who are not club members attend Club Meeting Meeting? May individuals who are not a member of a bivio club or a guest of a bivio club attend Club Meeting Meeting?
2 messages
need to change credit card information
Hi, I can't find my credit card info. i inadvertently paid for our bivio software with a card i had intended to retire. Deannie
3 messages
Find Out More About The Special E*Trade Offer!
If you are interested in learning more about the special E*Trade offer for bivio clubs, we are holding a webinar on Tuesday March 20 at 3PM ET. Representatives from E*Trade will discuss the details of their offers and give you an overview of the services ...
3 messages
IRS Form 8893 Election of Partnership Level Tax Treatment
Is there a benefit for a small partnership to use this form? Are club only has 7 members and we have never used this form before. Any help given would be appreciated. Thanks Form 8893 Election of Partnership Level Tax Treatment OMB No. 1545-1912 (December ...
2 messages
TMP printing on F 1065
The first time I printed my forms, the "Tax Matters Partner" printed out, then I re-took the interview to get rid of the consolidated audit, and now the TMP did not print out.... no big deal, but I cannot figure out why? Is the another ...
3 messages