Hi, great gurus We have a stock which split 3:2, resulting in a half share in Bivio, but a round number in TD Ameritrade. What can we do to get rid of the half share in Bivio? Many thanks! The Dow Dames
Our club uses Smith Barney and have just received the 1099. We bought an ETF in Brazil. I posted the dividends as qualified but now see that that were not all qualified so will have to change those to match the 1099. They were posted ...
thanks, I'm sure I'll be back with my tail between my legs soon enough J. Michael Banks, CPA Tax Consultant Culp Elliott & Carpenter, PLLC 4401 Barclay Downs Drive, Suite 200 Charlotte, NC 28209 Telephone: (704)372-6322 Direct Dial: (704)973-5329 Fax: (704)551-5700 jmb@ceclaw.com IRS CIRCULAR 230 ...
I agree as treasurer this would probably be very useful at some point, however the mass of emails coming in is just too much. Will I be able to get on and off the list as i have questions?? J. Michael Banks, CPA Tax Consultant ...
Any club that tries to enforce equal membership shares is doomed to failure. It isn't fair and it isn't necessary. The club has use of that member's money now and he can't use it for anything else. Therefore, he should get his units now . ...
When you register for a login with bivio, there's an option to join or not join the Club Cafe. You do have to be a member of the club cafe to post questions or answers. If you joined earlier and now wish to leave, please ...
I agree, I somehow ended up on this list and I dont even know what the club_cafe is We have Bivio and I do the transactions, but I dont recall ever signing up to be on any list serve. Could someone take mine off as ...
I have never asked to be on a list that makes me a recipient of all the mass of e-mail that goes on between bivio and folks with questions please get me off that list before my computer stops working altogether! If going to cafe ...
bivio will be providing NJ taxes. After you finish the federal tax interview, if you look at the bottom of the screen it says that NJ taxes will be available in February. We still have 17 days left. Ira Smilovitz In a message dated 02/12/08 ...
I don't see anything anywhere that indicates New Jersey is one of the lucky states for which Bivio will compute and print out the State tax forms. So must be done manually, I assume?
I have a member who makes one deposit yearly to cover the entire year evenly spread out every 2 months that we meet. When i do the accounting for it, it shows the member as making a negative contribution yet having a positive value. What ...
I'm trying to clean up our club's securities. Our previous treasurer entered each security purchase as a separate security into CA3 - apparently to keep each lot distinct. ( e.g. WFC, WFC2, WFC3, ) As our new treasurer, I've moved us to Bivio. Now I ...
Yes, Form 700. Ira Smilovitz In a message dated 02/11/08 12:23:00 P.M. Eastern Standard Time, jgreenb@bivio.com writes: Are investment clubs in Georgia required to file state taxes? Who's never won? Biggest Grammy Award surprises of all time on AOL Music.