Investment Club Accounting, Tax Preparation and Management Software
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"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
Why are the portfolio expenses non-deductible this year.
Some states, such as New York, will allow the deductions, but they are still subject to the 2% rule so ...
Entering addresses and SSN
It was not a purchase of Keurig. Keurig bought out Dr Pepper & as a result of that, we got ...
Section 199A/
when I look at capital gains and losses will I see the sale of VVCIF based on the purchase of ...
Tax Program Question- Country Origin of Foreign tax?
My earlier suggestion to send the question to support@bivio.com was made without seeing that Laurie had already provided the answer. ...
dealing with losses for withdrawing individuals if the club realized a gain
Correct. Ira Smilovitz On Wed, Feb 20, 2019 at 11:40 AM Peter Dunkelberger via bivio.com <user* 26984900001@bivio.com > wrote: Thanks ...
nondividend distribution from Dr. Pepper
I am sure Laurie can help better than I, but we had the same thing with an ETF (a nondividend ...
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Top Club Holdings
 |
AAPL | 58% |
 |
AMZN | 32% |
 |
V | 24% |
 |
DIS | 22% |
 |
FB | 20% |
 |
MSFT | 18% |
 |
BRKB | 17% |
 |
CTSH | 17% |
 |
GOOGL | 17% |
 |
SBUX | 16% |
| Club Index |
Average Portfolio:
$
165,261
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