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Pfizer - Viatris. Inc transaction
I have read the documents telling us that it is a tax-free spinoff, visited three corporate websites and visited a few other places, but I could not find information telling me how to book the transaction. Has your resident expert arrived at a methodology?
2 messages
ETFS
This message was sent securely using Zix (R) The other day you mentioned ETFs and how they may differ in their tax consequences. Not wanting to put any un do burden on our Treasurer at tax time, is there a way that we can find ...
3 messages
Has my emails reached bivio support?
Laurie; I have sent two emails earlier this week to bivio support. Neither have been acknowledged. My previous experience with bivio support has been excellent so I am concerned that my emails are not reaching bivio support. I have checked my own email system, including ...
3 messages
Suspense Accounts
Hello Club Cafe, The members of my club make an administrative payment each year which is then used to pay club expenses.A I wanted to reflect the member payments in a suspense account. I went to Accounting Accounts Create and created an account "Admin Payments ...
9 messages
deceased member
Our club is made up of 7 couples although a couple is actually 2 members for accounting purposes. One of our members is on hospice. I am wondering if when the time comes if we can just transfer his portion - about $26000 - to ...
8 messages
Stock Payouts for Clubs Using Folio
We have had several questions from clubs using Folio about how to accomplish stock payouts for withdrawals. Apparently since Folio has been purchased,A they are not allowing the withdrawing members to open new accounts to receive the shares. Here are some ideas you might try: ...
1 message
ETFs
Is it appropriate for clubs to invest in ETFs, or are there reasons not to do so? Our club is considering a solar power ETF. Dawn McCaghy Mt. Ararat Investment Club
7 messages
On deleting unwanted files/folder
My experience with deleting files or folders is that it places the file or folder in archived folder and can be deleted later or restored if wanted. Is there an option to delete permanently and not go into archive? Also I noticed that if you ...
6 messages
Virtual Meetings
Is your club meeting online theseA days? A friend made this fun-to-watch video thatA you might enjoy.A It has a lot of good, inexpensive tips for improving your online presence. Improving Your Virtual Setup - Affordably Laurie Frederiksen Invest with your friends! www.bivio.com Become our ...
11 messages
Sunsetting a club
We are preparing for the future when we will want to sunset our club. We have considered two options. First option - Sell all stocks and disperse cash according to shares owned in the club Second option - If the number of shares of each ...
3 messages
Schwab Takeover of TDAmeritrade
The TDAmeritrade merger with Schwab was finalized on October 6.A AMTD was no longer trading as of October 7. I assume all of you who have TDAmeritrade accounts have received a note from Charles Schwab like my club did. They've set up a welcome center ...
14 messages
Some examples of 1 page summaries
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they ...
14 messages
Does Your Club Have/Use a Beneficiary Form?
I just had a Club ask me if we had a Beneficiary form? In my two Clubs we do not, yet we had a Partner die in both Clubs. In both cases we gave the Partners funds to the surveying spouse. What would have happened ...
8 messages
Partial withdrawls || Tax Implications
Our partnership agreement currently states that, "Partial withdrawals are not allowed". Our group started several years ago and the members' holdings are substantial. The substantial holdings + the volatility of the market has led us to rethink our own position on this topic and we ...
7 messages
Boring Stock Reports?
Hello Mark, Is there a way to get a copy of this document.A I think this is excellent tool for a quarter report. Thanks, Mark From: "Mark Eckman via bivio.com" <user*24054700001@bivio.com> Date: August 15, 2020 at 3:26:32 PM CDT To: club_cafe@bivio.com Subject: Re: [club_cafe] Boring ...
4 messages