Price change
Hi everyone, We really appreciate everybody's feedback to the non-profit idea ( read discussion here ). We heard you loud and clear: keep Bivio running as it is. We're on it! A We have identified a very talented candidate to help us maintain and enhance ...
42 messages
First Audit, Then Taxes!
Hi everyone, Has your club completed your 2022 audit? We're glad many of you could join us live for the How to Do An Investment Club Audit webinar. If you missed it or want to watch again, the handouts and video and audit forms are ...
3 messages
GEHC Spinoff
Hello all, Does anyone have the numbers to use for the recent spinoff of GEHC? Ken and Natalie Kavula
3 messages
Tax basis adjustment
Our club is located in Washington state which is a community property state. The spouse of one of our partners died in 2022. In a community property state, when either spouse dies the total value of the community property at the date of death becomes ...
9 messages
Adding Incapacitated clause to bylaws/partner agreement
Our club would like to add a clause to our bylaws/partnership agreement to state that in the event a member becomes incapacitated we would liquidate her account and release it to her financial POA.A Does Bivio have a sample clause to that effect?A A Thanks ...
3 messages
A folder/file for each meeting.
Greetings and Happy New Year ! What method do you use to store meeting information? I am looking for a method where club members can "Upload" documents (value line reports, SSGs, etc.) prior to the meeting for everyone to review. Thank you for taking the ...
8 messages
Disbanding Tax Forms 2021 vs. 2022
Hello, We disbanded club in 11/22; and completed our tax return/Kforms etc. per instructions. However, the tax return reads as a 2021 form (even tho calendar dates on forms are correct ie: 12/31/2021 thru 11/15/2022). Some members have reservations of filing their K1's with them ...
6 messages
First in but not first out
Is it permitted to identify sold lots in order to minimize realized gains if it does not adhere to First In / First Out? Thanks in advance for any replies. Scott
4 messages
I just watched the webinar Preparing Your 2022 Club taxes and I am confused about who needs to opt out of K-3s. I understand the club can opt out when they meet all 4 criteria but I don't understand why a club member would need ...
3 messages
Club disband before subscription
Our club renewal is in Jan but we are considering disbanding the club in a couple of months. If we do, would we be able to get the prorated membership fee?
1 message
Hi everyone, Don't forget to register today for our two upcoming bivio webinars to help your club get ready to file your 2022 taxes. They are online, they are free and everyone is invited, but space is limited. Register now for both of them! How ...
1 message
Bivio email address
Ken, Not that I know of recently. Mary Reynolds From: "Patricia Michalski via" To: Cc: Sent: Monday January 2 2023 5:45:48PM Subject: Re: [club_cafe] Bivio email address Thanks On Mon, Jan 2, 2023 at 2:02 PM Dan Lapp via <user* > ...
3 messages
Bivio email address
Has anyone else had problems with their bivio addressed emails going to the SPAM folders for the entire club? Ken Kavula
5 messages
efiling taxes
Did I see somewhere that Bivio will support e-filing federal taxes this year? Or is that a figment of my imagination?
7 messages
Account Sync Brought In Erroneous/Duplicate Transactions
Please check your account sync to make sure there aren't any erroneous and/or duplicate transactions. I received an account sync summary that showed erroneous and duplicate transactions. I deleted from bivio and will keep an eye on my brokerage (Schwab) account but wanted to point ...
13 messages