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Total years as a club
In 1984 our club, Big Ten Investment Club (BTIC), was formed. The past seventeen years we have been a partner with Bivio. BTIC has found this partnership to be extremely valuable. We have often wondered if any club knows of another club that has been ...
8 messages
Total years as a club
In 1984 our club, Big Ten Investment Club (BTIC), was formed. The past seventeen years we have been a partner with Bivio. BTIC has found this partnership to be extremely valuable. We have often wondered if any club knows of another club that has been ...
1 message
Disbanding
Our club is also disbanding. If we disband in 2017 and need to file a 2017 return before it's available in Bivio, how would we do that? Original Message From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Mon, 10 Jul 2017 17:02:34 -0400 ...
5 messages
Trusts
I'm in the process of closing my mother's estate, which is in a trust. I got to thinking about my own estate, and worry if a payout to my estate will trigger probate. (I am in California so I worry more about taxes, regulations and ...
3 messages
Disbanding
Our club is discussing disbanding this year. Is there a cutoff month that we'd have to file the partial year return? If we disband in October or November can we wait to file at the normal time? Thanks for your help
6 messages
Dissolving an Investment Club
Thanks for the input - I'll bring up that idea to the members. Original Message From: John Rice <rice.j1969@att.net> To: club cafe <club_cafe@bivio.com> Sent: Wed, 22 Mar 2017 11:16:18 -0400 (EDT) Subject: Re: [club_cafe] Dissolving an Investment Club Don't sell all of your stocks. Have ...
6 messages
What's Hot and What's Not - June 2017
Wonder what other bivio investment clubs are buying and selling? Here are the top most Active Buy and Sell lists for June 2017 by Ticker: Buys R ank Ticker Clubs Buying A 1 AMZN 48 A 2 F 39 A 3 FB 34 A 4 ...
1 message
Transferring Shares
One of our long time members passed away last week. Very sad for her family and our Club. I read the other posts about the steps to take. She had a large valuation and we decided we wanted to transfer shares to her estate as ...
3 messages
Employer Says Member Can't Be in Investment Club
One of our members has secured an internship with a big accounting firm. She says that it has been made explicitly clear that she cannot own stocks of any of the companies that are clients of her employer. So she feels that she must leave ...
10 messages
IRS Love Notes are Going Out
Hi All, Pat yourselves on the back if you got your 2016 investment club taxes filed by the new due date of March 15, 2017. Just to let you know, A we've received several requests already from clubs that didn't file on time.A Even if ...
20 messages
What's Hot and What's Not
Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for May 2017 by Ticker: Buys Rank Ticker Buys 1 AAPL 48 2 COST 42 3 AMZN 40 4 T 30 5 FB 29 6 VZ ...
1 message
Question about changing general partner
Hi all, My club wants to change the person who is designated as our general partner both for the the IRS and our broker. Any idea how complicated that is to do with the IRS? Any advice? Thanks, Jim Hight
6 messages
Club By-Laws
When our club was founded a parliamentarian included a statement that no member shall own more than 15% of the portfolio. We now have two members who own more than 15% and a couple that are close. If each member has just one vote, why ...
5 messages
Registering a Second Club in bivio
Hi Laurie I have created the second account with Bivio and will send the annual membership fee in next wee but cannot see how I add teh bank and broker details Original Message Subject: [club_cafe] Registering a Second Club in bivio From: Laurie Frederiksen < ...
2 messages
Registering a Second Club in bivio
On Wed, May 3, 2017 at 11:31 AM, Ivor J. Hill A wrote: We are forming a second club - Sirius Investment Club is the current one - and want to create a seperate non-connected club known as Pueblo Investment Club. Can we register with ...
1 message