Partial withdrawal for long-term member
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Partial withdrawal for long-term member Marylyn, please see the following link: https://www.bivio.com/trez_talk/mail-thread?p=69429100003 -----Original Message----- From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Marilyn Haldiman via bivio.com Sent: Thursday, February 17, 2022 3:52 PM To: club_cafe@bivio.com Subject: [club_cafe] Partial withdrawal for long-term member I have been a member of our investment club since its formation in 1991 and, due to some withdrawals, I have been unable to contribute because my percentage of ownership is significantly over 25% (as stated by our Partnership agreement). I'm not interested in a full withdrawal, but would consider a partial withdrawal of transferred stock. What are the ramifications for the club and for my tax position if I would do this? Thank you. |
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