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 ...
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, 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 ...
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, ...
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 ...
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 ...
When I look at my demo club I see a number of members, transactions, etc. I assume it's ok to delete it all. ?? Any reason why I shouldn't?? I intend to restore my backup file to the demo club to ensure that it all ...
Hi everyone, Some of you are getting revised 1099's after you've filed your taxes and are asking us what to do about them. Here's how you should handle them. When you get a corrected 1099 after your club and members have already filed tax returns, ...
Hi Everyone, There was an interesting discussion going on today on the BI Club treasurers list about Valuation dates. I thought it would be interesting to try and learn from each other by finding out how different clubs operate and why. To do that, I've ...
Hi, Is it possible to create a Watch List in bivio that the entire club can see? I'd also like to have the stock prices update automatically, if that's possible. So far, I haven't been able to find how to do this. Any suggestions? Thanks, ...
my name is tanner and im 28 years old I work for a major telecommunications company (verizon) and im looking to get into an investment club i have been investing on scottrade but im interested of having a larger pool of money to make more ...
my name is tanner and im 28 years old i live in Salem Indiana I work for a major telecommunications company (verizon) and im looking to get into an investment club i have been investing on scottrade but im interested of having a larger pool ...
Is there a way to override the current price used in the Valuation Report? I have a few securities where we are off fractionally and one option position where the price is not current. On the option position, the report does highlight that a current ...