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trasferring cash from broker qccount to club account We purchased two stocks recently. I need to transfer cash from the broker account to the checking account. I think. I am not sure if I should just make a cash transfer from broker to checking accounts or is there another way of doing so ... Connie Humble 7 messages
Tax Webinar Video and Handouts now Posted! Hi all, Two items, first, do not respond or comment on messages that you receive from Club Cafe that look like spam. Just delete them. A spam message with subject, "Breaking: An Appraiser " was generated by a Club Cafe member's email and the member ... Becky Kruse 5 messages
Electronic Filing of Tax Return Becky, This link won't work. Says its a bad address on the BIVIO site. Mary From: "Becky Kruse" To: club_cafe@bivio.com Cc: Sent: Thursday February 9 2023 10:51:49AM Subject: [club_cafe] Re: Electronic Filing of Tax Return Hi all, Correction -- the webinar is MONDAY evening, February ... randmantiques 4 messages
Check In Hi I hope this email finds you well. Could i ask you a favor? Thanks Barb Cisler Barb Cisler 4 messages
Spam Hi all, Don't reply to the prior messages asking for a favor. It's spam. I've removed the sender from the Club Cafe list. Becky Kruse bivio Becky Kruse 1 message
Spam -- betware The message from "Barb Cisler" has all the earmarks of SPAM. My recommendation is to not answer -- just delete it. Dave Swierenga Dave Swierenga 1 message
Check In Hi I hope this email finds you well. Could i ask you a favor? Thanks Barb Cisler Barb Cisler 3 messages
Electronic Filing of Tax Return Will the upcoming webinar be available to watch after Monday Ivor J. Hill 4 messages
audit Quick question:A Why on step 3 of the audit, if the total of the dividends and interest match between the brokerage report and the Bivio report, why do we need to tie the detail dividends between the two reports also?A With synchronization, how (or why) ... Peter Dunkelberger 7 messages
Club Cafe Emails I used to be subscribed to this email blog (not sure if that is the correct term) and stopped getting them in October of 2022. I have gone into the website and subscribed several times but I am still not getting emails. I have checked ... Runell Seale 2 messages
Printer Software Does we need to purchase a tax printer from IClub or will Bivio be doing this for us. Will Bivio be e-filing for Fed and State of Missouri Thanks, Steve Steven M. Todd 3 messages
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 ... Robert Nagler 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 ... Becky Kruse 3 messages
GEHC Spinoff Hello all, Does anyone have the numbers to use for the recent spinoff of GEHC? Ken and Natalie Kavula Kenneth J.(Kavula JntLivTr 4/2/2015) Kavula TTEE 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 ... Linda Holt 9 messages