Does anyone else ever have problems getting their TD Ameritrade total to match your Bivio total? I go back and check to make sure that all dividends and interest are added correctly from Ameritrade to Bivio and still find that Ameritrade shows our club to ...
In trying to produce the valuation report for our club, I note that the valuation report for 3/26/10 has a footnote that "The following investment(s) do not have current valuations: 03/19/2010 Public Service Enterprise Group Inc." I am wondering why that is the case, and ...
There is a lot to understand when a member wants to withdraw some or all of their funds from your club. It's not something a club treasurer needs to deal with very frequently and many questions arise when it comes up. Over the coming days, ...
Hi everyone, We have started a new webpage, "Before You Invest" which includes a list of investments which may make your club accounting difficult if not impossible to do using bivio. If you have any questions before you make an investment, check this list. You ...
When I was a kid, the library was the place you went to get a book. The best part was that while you were looking for it, you found lots of other great books that you wanted to read. In that spirit, we've started the ...
Hi Everyone, Fyi, this is hot off the press from our friends at the IRS..... The late filing penalty for partnership returns increases from $89 to $195 per partner or shareholder for taxable years beginning after Dec. 31, 2009. Don't forget. Everyone needs to file ...
Each month, you should review the status of your groups finances. A monthly report to your group by your treasurer or financial partner should include the first three reports on the Accounting>Reports page In the next few days, we'll go into more detail on how ...
We are going to change our partnership agreement soon to remove the 1% withdrawl penalty, adding a ban on REIT and MLP's investing, and adding options as a choice. Should we add any rules on partial withdrawls, such as a limit to how many partial ...
i received a 1099-B from Tim Hortons that i received gross proceeds from them when they transfered from a US Company to a Canadain Company and my CPA now tells me that i have to claim that is income for my taxes has anyone else ...
Please remove this email from your group. The amount of mails received is ridiculous. I am not a part of this club thing. Thank you. Sent from my Verizon Wireless BlackBerry Original Message From: "Dorothy Moncrieffe" <rodor13@sbcglobal.net> Date: Sun, 28 Mar 2010 23:52:47 To: The ...
Original Message From: Colin K. Wilson Sender: club_cafe@bivio.com To: club_cafe@bivio.com ReplyTo: The Club Cafe Subject: club_cafe: RE: How long to keep club records Sent: Mar 21, 2010 4:52 PM Laurie Frederiksen wrote: > Dear John, > > > > Your point is well taken. ...
Greetings, I'm interested in obtaining a comprehensive list of deductible expenses. For example, milage for driving to meetings, tolls, etc.. I would gather these travel related items are deductible.. Appreciate your help,