As a new investment club we registered with the IRS and we got our Federal Tax ID number, but with the State of Illinois it is a little less clear what we need to do as an investment club and whether our partnership has to ...
I don't kow what happened, but all of a sudden members that withdrew from our club years ago are showing up in our Member Roster - What button do I click to make them disappear? Can I just delete them? They had no activities in ...
Hi all! I'm getting ready to do our club taxes tonight. We started the club in October, and opened a non-interest-bearing checking account. We just received confirmation that our brokerage account has been approved, so we have no holdings and no interest earned. My question ...
Hello, Would it be possible to set up a club which relies on a stock picking service for potential investments? The investments would last no longer than a week and some may only last a day or so. The service would suggest a few stocks ...
Approximately how long should members of the club wait to file their personal taxes after the club has sent in all the tax forms to the IRS. Is there a certain amount of time that is needed for the IRS to process the club taxes ...
We are required to submit a "corporate resolution" for a few transactions we are about to make. Is there a standard format or template we can use? Does it have to be notarized?
I guess I am confused, do we not need to file the same types of forms with our respective States? Such as our club in Illinios. If so does Bivio do the state forms? Steve
I'm the administrator for our club site. WE now have new members, how do I set up their user id? When I first put the site up I set up all of the user id. Roxie
We are discussing the issue of bring in new members to the club. My concern at this point is this, do we require new member to pay certain amount that is equal to what each member have paid into the club thus far or do ...
Why is it that I get this message: this value clashes with a ticker symbol in the bivio database every time I try to enter the Ticker symbol for Coca Cola and Intel? Doris
Hello all, We have a member who is not a US citizen, and another wanting to join. Can anyone enlighten me as to the legal implications of this arrangement? Thanks, eliz.
Hello, Our club is registered in Pennsylvania. I am an out of state memeber, in MA. How do I handle Interest income and Dividends on my State Return? Thanks for your time and help. /db :-))
What is the different between the Partnership Agreement and the club BY Laws. Do members have to sign the BY Law if it's different from the Partnership.
I am trying to use my AccountSync. On my club site I looked at the 5 options under Accounting, the 6 options under Administration, and the 2 options under Communications. Somebody give me a clue where 'AccountSync' for my club can be found! Thanks, Joe