Investment Club Accounting, Tax Preparation and Management Software
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Investment Club Accounting, Tax Preparation and Management Software Welcome
About Investment Clubs "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
Problems with a deceased mmember's withdrawal Jack, Thanks for the suggestion. This sounds like a nice approach but our broker has discontinued Cashier's Checks. But this ... 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 ... IRS Issue - Qualified Opportunity Fund? I had this problem a few years ago and went round and round (if and when I could get thru ... Entering Fidelity mutual fund in Bivio? Here is what I did per Bivio: Hi Allicia, Yes, your club's investment in the FRBXX money market fund needs ...
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