The head of the IRS, Doug Shulman, just gave a speech at the National Press Club. In it he highlighted some of his visions for ways to make complying with the tax laws more streamlined and less cumbersome. Paying taxes and dealing with the IRS ...
We closed our club in February and sold all stocks, leaving a small balance in the Money Markets account with the broker. We can't disburse all funds until a 1099 is published (say, February 2012) and the FINAL IRS tax Form 1065 is completed. Do ...
A. A scary, complicated document which is good for putting me to sleep at night. B. Something I look forward to reading to get real insight into the state of the businesses I have invested in. C. I don't know but I'd like to learn ...
We have a member who is withdrawing and we are paying the share out in cash. The member's bank account is linked to our brokerage account and they would like an electronic transfer. I am unsure of the cleanest way to do this. Should I ...
Hello, A member of our DIVA! group has decided to leave the group. This is a first for us so are trying to figure out the best and most fair way to give her her share. Whether it be in cash, cash/stock, or all stock. ...
Hi Laurie, When you have a second would you mind updating the relative return graph for our club? Thanks for your help! Andy Stocks and Bonding Investment Group
Account sync for our club has not updated since Dec 21, 2010. I updated the password but all transactions subsequent to Dec, 2010 are still not getting updated. What is the solution?
Our club has been using Bivio for a little over a year now - its a great service - Club Accounting is a breeze and the support team, published documentation, and webinars are a great help in answering most questions that we may have. On ...
The sun is out. The days are longer. Spring is almost here and tax season is almost over! Don't forget. If you've done an audit and filed your taxes on time, you can earn a gold star for your club and be entered in a ...
We are planning to change our partnership agreement. In looking over the existing PA, I just noticed that the partners should have been listed on page 1. One partner has since left. Should we now fill in the names on the original document before archiving ...
On Thu, Mar 17, 2011 at 7:48 PM, Lawrence Adams < ladams70559@gmail.com > wrote: Laurie: When I visited the site a few minutes ago, our club's Communications>Files page had changed completely. I wanted to add a new folder to it but could not find a ...
All of the emails I send are now going through but I am not getting copies of them at my own email address. Is it possible for me to change something on my end so that I receive emails as well as the rest of ...
How do you show message threads by topic in the new arrangement ? I will admit that the new files area is different but am not sure how it is an improvement. Can someone explain ? Roy Williams
Hi Everyone, Just to let you know that we are doing some system upgrades so you might find brief periods when your bivio access is not available. You will notice some improvements in your mail and files area and you can look forward to more ...