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 ...
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 ...
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 ...
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 ...
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] ...
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 ...
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: ...
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', ...
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 ...
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 ...
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
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 ...
Hi: The discussions about fees and comments about how different clubs work and charge members was enlightening to see how differently clubs operate. Without further discussing the pros or cons of fees I was wondering if other clubs work WITHOUT DUES or requiring partners to ...