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So Long to trez_talk
Member Withdrawal - Cash vs Stock
Cabletron/Riverstone Reorganization
Re: withdrawing members cost basis
Direct Transfers of Investment Club Contributions
Transfer of Securities - Follow Up
Transfer of Securities to Withdrawing Member
Re: response to " new members valuation being worth more
Dissolving a club
Why is new members' money worth more than old members' money?
Attention - ATT and AWE stockholders!!!!
Re: Returned check charges.
Deducting Travel Expenses for Investment Club Members
Accounting for the transfer of DRIP shares to our brokerage account
Handling ATT's spinoff of AWE
Disclaimer: statements are opinions expressed by Rip West and Jerry Dressel and are not official statements from either bivio or the IRS. These statements are not intended to replace professional tax or accounting advice. When in doubt, follow the advice of your local tax advisor or accountant who is familiar with your particular circumstances.
Jerry & Rip
Jerry & Rip
Jerry Dressel and Rip West will answer your questions about club accounting and taxes.
 
Investment club treasurers have been relying on them for years, via the NAIC and Motley Fool message boards. Now you can find their sound advice right here at "Trez Talk" on bivio.
 
Jerry is a pilot for Northwest Airlines who keeps himself busy teaching accounting courses for fellow investors. Though Rip "has failed retirement three times" he's had a lot more success as a financial planner, investment advisor, and accountant, having launched his own CPA firm back in the 1950s. Both have worked extensively with computers, and they have decades of investment club experience between them.
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