We have a member that resigned resulting in 15 remaining. One of the 15 has not attended a meeting or contributed financially for 4 months. At our meeting, we discussed buying out the departing member by transferring her units equally among the remaining members and ...
I know we've discussed getting a graph of a club's NAV over history and it isn't practical. But would it be possible to just get a daily spreadsheet? obviously the numbers are in the bivio system, because i can get valuation reports from any day ...
As a head's-up to all New Jersey investment clubs -- Gov. McGreevey just signed P.L.2002, c.40 into law. Among its provisions is a change in the rules for NJ partnerships. Partnerships which derive income from NJ sources are subject to an annual fee of $150 ...
We are just getting started. We want to have monthly drafts from the individual members' bank accounts to our trade account or even a bank account. We have set an amount of $50 month each. Does anyone know of a brokerage account that will let ...
Hey, they also offer real-time trading for $15-16. >From: "Tim Kessler" >Reply-To: "The Club Cafe" >To: "The Club Cafe" >Subject: Re: club_cafe: Monthly Drafts on Members Checking Accounts? >Date: Fri, 5 Jul 2002 13:37:59 -0500 > >Buyandhold.com would work, but they have other limitations (ie ...
Trying to find info on ending a club. The interest in our club is waning and, and rather than proceed with just a few members, we have decided to end the club, selling off all of our stocks, and paying off the members. How do ...
Hi Paul, We also assess late fee on payments/due received after the 10th of each month ($5.00). Using Bivio makes this a easy procedure to do. We simply enter the late payment/dues on the date in which it's received (Transaction Date), but use the Valuation ...
For a while I use NCA 1.4 in conjunction with Bivio. That allowed me to have a copy of the club data on my desktop machine just in case. That version of the NAIC software has since gone south. Any recommendations on what I should ...
I was wondering, when adding new members, should we as a club "charge" a new member to enter our club? We, the original members, had to pay to start the club (lawyer fees, state treasurer fees and bivio fees). I'm just curious if anyone else ...
Hi, We need your advice. We have 1 member wanting out of our club. Most of the club's stock has lost money. We pretty much keep even % among our members. I had thought that we would run a member summary statement. Then pay the ...
When our club filed 2002 taxes we nelected to send copies of each members K1 form with our clubs 1065. The IRS is asking for them now before August 17. Is there any way that we can reprint those copies here from this site so ...
Thanks for the heads-up. >From: Gerald C Staub >Reply-To: "The Club Cafe" >Date: Fri, 2 Aug 2002 21:15:19 GMT > >Has anyone out there using E-Trade noticed that they are >always coming up with new fees. > >Just openned up one of their no fee ...