Investment Club Accounting, Tax Preparation and Management Software
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Questions?
"You have been AMAZINGLY helpful and I suspect there are a lot of other Club treasurers out there who say prayers of gratitude for you!"-Sheila M., CA
"I continue to be impressed with how well Bivio works for my club. The customer support is very good. The tax program is awesome - very easy to use. Thanks to all who I know do a lot of hard work to keep Bivio working well for us."-Betty T., WA
"I can't imagine trying to effectively manage an investment club without using Bivio. It is very intuitive, and easy to use for non-accountant and non-technical types. It makes tracking investments and preparing the club's taxes and investors K-1 forms a breeze. Thank you for your great product and service!"-Joe M., KS
"Thank you for all your help and wonderful service over the years. There's no question that bivio is one of the best things that ever happened to investment clubs."-Bev T., WA
"Bivio is great software. To be able to correct historical transactions and have them flow into today's member values and last year's tax returns is fantastic. I'm a CPA so I know good accounting software when I see it!"-Alec P., NC
Club Cafe
Trust as member
Molly asked: "What is the impact of not being able to opt out of the centralized audit?" A centralized audit ...
Announcing bivio Reports with Charts
Very nice. We'll use them at our next meeting. Thanks for creating them. Helpful. Craig From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf ...
Problems with a deceased mmember's withdrawal
I think the term a€œmaybe 5 yearsa€ tells you all you need to know about the quality of that advice ...
member in different state
While these questions are best answered through Support, I can tell you that your club will NOT need to prepare ...
Transfer on Death
Diana, Please consult a local attorney before you start with TOD forms. For the reason I noted above, they may ...
Investment clubs in northern virginia
There is no tax or operational effect. A MD investment club will file an MD 510 return. There is no ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 56% |
 |
NVDA | 50% |
 |
MSFT | 46% |
 |
V | 32% |
 |
GOOGL | 29% |
 |
GOOG | 27% |
 |
COST | 26% |
 |
BRKB | 18% |
 |
DIS | 16% |
| Club Index |
Average Portfolio:
$
281,184
Club Home Pages
| Grace Innovation Ministry LLC |
| Upper Deck Investments |
| Moose Pond Investors |
| Club Meeting Meeting |
| Central North Carolina Chapter NAIC |