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Mobile App
I also agree. A mobile app is not a benefit to myself as Bivio is not providing real time data that can be viewed later. Ivor J. Hill Original Message Subject: Re: [club_cafe] Mobile App From: "Dick Lewis via bivio.com " <user*30211200001@bivio.com> Date: Thu, February ...
2 messages
OLD MAN AND A BUCKET OF SHRIMP
Subject: OLD MAN AND A BUCKET OF SHRIMP Old Man and a Bucket of Shrimp This is a wonderful story and it is true. You will be glad that you read it. It happened every Friday evening, almost without fail, when the sun resembled a ...
4 messages
Mobile App
Seems to me it's about time a mobile version of bivio was made available. I reached out to "support@bivio.com", and was told that they prioritize new functionality and features based on user requests, and that a mobile app has not been at the top of ...
20 messages
Partial withdrawal
Our club has been in existence for many years and some of the member are thinking about making partial withdrawals, one so far is withdrawing $10,000. We will fill out the withdraw form, we have to sell stock to pay her. Is filling out the ...
5 messages
Time to Get Your Ducks in a Row!
Laurie, My Investment Club meets at that time of the webinar on Saturday. Are you going to record for later review? Ye ole bud, Larry Larry Reno Original Message From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Mon, Jan 8, 2018 1:39 pm ...
4 messages
Changing Treasurers
1.I could not find in the Help section help in changing treasurers. 2.Can we use a Post Office Box For the new Treasurer's address? Sent from Outlook
2 messages
Time to Get Your Ducks in a Row!
Stay warm and get ready for taxes! Your 2017 investment club tax forms need to be filed by March 15, 2018. You won't be able to complete them until you get your 1099 forms in February but you can get most of the work done ...
6 messages
2016 IRS Late Filing Fee and Cp210 Overpayment Notice
Despite numerous warnings, we submitted our 2016 Taxes after the March 2017 due date. $195 per member penalty was paid in Summer of 2017. We JUST received a CP210 Notice from the IRS saying "We made changes to your December 31, 2016 Form 1065. As ...
5 messages
Investment Fees
This is a very good overview of investment fees and their impact on investment returns.A It is provided by the Investor Education department of the SEC: How Fees And Expenses Affect Your Investment Portfolio Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! ...
1 message
Member payments with valuation in prior year
Hi: Does it matter if purchases by members made in 2018 have a valuation date in 2017 are entered before the books are closed on 2017? Thanks, Scott
9 messages
Bitcoin
Interesting statement from the Chairman of the SEC about Bitcoin and other cryptocurrencies: Statement on Cryptocurrencies and Initial Coin Offerings As with any investment, there are tax implications to any type of cryptocurrency transaction.A This revenue bulletin from the IRS discusses some of them.A Some ...
3 messages
Dispersing stocks to members
Hello, My club is comprised of retired teachers who have been together for 20 years. Although not at the point of disbanding completely, we are considering dispersing stocks one at a time among all. I guess that would be considered a partial withdrawal for each ...
8 messages
discrepancy between Bivio and Broker
Our club has recently decided to disband. After selling all stock, the Brokerage shows $750.00 less than Bivio shows. How can I find this difference?
3 messages
Estate Taxes
For those of you who like to learn more about taxes,A this is a nice overview of some of the basics of Federal estate and gift tax rules: Estate Tax Basics Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow ...
9 messages
Partial Versus Full Stock Withdrawals
I'll continue the discussion of stock withdrawals here. As Jack mentioned,A transferring stock in partial withdrawals is not recommended.A The tax rules are different than they are for transfers in full withdrawals where such transfers can provide positive tax benefits. However,A all stock transfers are ...
1 message