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
Income Taxes for Indiana
Thank you for the info. Phyllis Do what you can. Want what you have. Be who you are. Sent from ...
Beneficiary forms
Mary Anne, Go to the Help section of Bivio. On Fri, Jun 15, 2018 at 10:35 AM, Mary Anne W. ...
Club portfolio date for paying withdrawing member?
Dear All: I have not had time to review all of this thread. FYI: Our 711 Club has met monthly ...
Check Your Cost Basis Now
We're well into 2018 already and it's a good time to do some checking that will help your 2018 tax ...
Changes Affecting Your Club for 2018 Tax Reporting
Thanks for that explanation Ira. Sent from my iPhone On Jun 4, 2018, at 10:21 PM, ira smilovitz via bivio.com ...
Changes Affecting Your Club for 2018 Tax Reporting
Is it likely that it will be better in future years? On Monday 04/06/2018 at 3:23 pm, Laurie Frederiksen wrote: ...
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Top Club Holdings
 |
AAPL | 58% |
 |
AMZN | 29% |
 |
FB | 24% |
 |
V | 22% |
 |
DIS | 19% |
 |
SBUX | 19% |
 |
CTSH | 18% |
 |
JNJ | 17% |
 |
BRKB | 17% |
 |
MSFT | 17% |
| Club Index |
Average Portfolio:
$
163,540
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