Investment Club Accounting, Tax Preparation and Management Software
"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
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New IRS Audit Procedures - Our Recommendations
It's time to make a change. Our goal at bivio is to make sure your club operations can be as ...
Wording for partnership agreement
See the sample at: https://www.iclub.com/clubs/partnership_agreement.asp On Sunday, October 14, 2018, Phyllis Wigham via bivio.com <user* email@example.com > wrote: I too ...
Yes.A Like many things, the IRS doesn't ask for that information on a filed form,A but you would need to ...
tax basis on partial withdrawal
The member making the partial withdrawal will not owe any current taxes on that withdrawal as long as,A at the ...
Buying Foreign Stocks
Many thanks to Laurie Frederiksen, Joe, and Bob for your replies. Your helpful input will make our club's decision to ...
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