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Dividend Linking to Securities
Hi, Does anyone know, how to link the Dividend Receied from the broker for a particular Securities to be linked to Securities in Bivio club account. We genarate reports and monitor the dividend receivied from the broker asign them to Security and generate reports to ...
2 messages
any way to delete old Bivio club emails?
We have over 15 years of emails on Bivio - is there any way to delete or store old ones so we don't have such a backlog? I realize that some messages may need to be saved indefinitely (votes, etc.) but our messages typically deal ...
8 messages
Making Payments to Active Members, not Withdrawals?
My club has been active for several years and we have always treated the portfolio as a long term investment/savings/retirement tool. We have contributed dues consistently and we have only made withdrawals when members have left the club. So far this method has worked well ...
13 messages
New Club ------having issue finding a bank
Hello, we want to have a bank account to pay operating expenses and have funds directly deposited where we will then have them electronically transferred to our brokerage account for trading. Issue we are having as a General Partnership is finding a bank that will ...
13 messages
BI Membership Dues
I know this have been asked several times in the past but I have to ask since I can't find the correct steps. I just became Treasurer for the first time in about 10 years. We had two partners pay their 2020 BI Membership Dues ...
12 messages
Attorney recommendations
Thank you all so much for the guidance and wisdom on my earlier question what a GREAT group !! If I may, can I please ask a follow-up question? We would like to have a lawyer help us draft our club's initial paperwork (just out ...
12 messages
Are we allowed to compensate the club's officers?
Hello, we are starting a new Investment Club and wanted to know if it was "acceptable" for the President, Vice President, Secretary and Treasurer to be compensated a little bit for their extra efforts (perhaps something like a stipend)? Is that allowable or something that ...
7 messages
Reconciling a K1 from another source into the Bivio K1
Hello, Historically our investment club has only invested in assets that are housed in accounts than can be linked to Bivio. We are considering a SEC registered investment where our club would be provided with a K1 which relates to that particular security (and can ...
5 messages
Collectables (28% rate) tax
Bivio, We own the Permanent Portfolio (PRPFX) and received a capital gain distribution that was classified as a "collectable" (28% tax rate) on the 1099. When reconciling my Bivio records from the 1099 from TD Ameritrade I was able to reconcile every amount except for ...
3 messages
ACH Transactions Going Forward Recommended
I just completed an analysis of partner bank debit date and E*Trade deposit date. Given that I think the findings significant, I thought I would share. This analysis was in response to a partner's request that I contact E*Trade to determine why the lag in ...
7 messages
Calculating Realized Gain for partner withdrawing an amount greater than tax basis
One of our partners would like to make a withdrawal that is greater than his tax basis. How is the realized capital gain determined on the amount that is withdrawn after the tax basis is depleted? Thanks, sb
2 messages
Change Partner to partners Trust
Are there any provisions in your partnership agreement or by-laws to allow a trust as a partner? Also, if your club opted out of the new IRS partnership audit rules, you may run afoul of those rules. Perhaps, Laurie @ BIVIO has more info or ...
5 messages
Selling stock but have one club member not participate?
Our club is considering selling some of our stock holdings to capture the huge gains we have experienced. One member has a large AGI already for this year and having more capital gains would increase his AGI. While the capital gains would be taxed at ...
10 messages
valuation date for member withdrawals
Along these lines I have a question:A Our partnership agreement states that the valuation date for all withdrawals is the statement date that is subsequent to the event causing the withdrawal, be it death or voluntary withdrawal.A As most statement dates are end of month, ...
8 messages
Change email preferences?
Hey all, I'm sorry to bother you with this but I'm not seeing where to unsubscribe. Can you help?
3 messages