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 <> To: The Club Cafe <> Sent: Mon, Jan 8, 2018 1:39 pm ...
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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! 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
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! Become our Facebook friend! A 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
Changing Topics on Club Cafe Posts
Good Morning, First just a note.A It is preferable not to start a new discussion topic by replying to a previous email on a different topic. You can always start a new Club Cafe discussion by sending an email to Laurie Frederiksen Invest with ...
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Your Emotions And Your Investing
It's easy to underestimate how much of your financial decision making is based on emotions and not on facts.A This article sums it up some ways to avoid that: 4 Ways to Protect Your Retirement Investments From Your Emotions One they've missed is the value ...
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More About ETF's
We've had a steady stream of questions about ETF's lately.A I saw this recently and thought it was a pretty comprehensive discussion of ETF investments.A I thought some of your might be interested in reading it and/or sharing it in your investment club meetings: Inside ...
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Receipts for your Subscription Payments
If you ever want/need to find receipts for past subscription payments, just go to Administration>Subscription. You'll see a "View Receipts" button on that page.A If you click on it, it will take you to receipts for all of your past payments.A They will show the ...
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