Greetings. Our club wants to consider non stock investment opportunities abroad. We want to invest in small start-ups outside the US and wanted to hear from other clubs incase they have done the same or considering it as a possibility. Questions 1. Our biggest concern ...
Our club is a member of Better Investing. I believe we pay $40 a year. I think membership used to provide a lower price for CA and/or CA support. We've switched to bivio. (Yay!) The price for AccountSync appears to be the same whether our ...
Hello, Does any know if Bivio provides investment performance as a year-to-date calculation? Annualized IRR is ok, but it will only give you an accurate YTD if you run it at the end of the year. I guess I could calculate it manually using the ...
I have made several transactions in my Ameritrade account on Friday and Monday that are not reflected at Bivio as of almost 8 am. I did change my email address on Friday but updated it at Bivio. Is there a problem that maybe I am ...
In a message dated 6/30/2007 8:04:15 P.M. Eastern Daylight Time, etana_finkler@bivio.com writes: We have paper records from 1996 to present. 1. How many years of records do we need to keep? 2. What do we need to keep in paper? Same as your personal tax ...
In a message dated 6/30/2007 8:05:33 P.M. Eastern Daylight Time, etana_finkler@bivio.com writes: If I use bivio, how do I prepare the club state (MD) taxes? Is that difficult? How much time (8-10 members) For now, you will have to do them by hand. It shouldn't ...
We have paper records from 1996 to present. 1. How many years of records do we need to keep? 2. What do we need to keep in paper? Thanks, Etana The Stockettes
Our club is purchasing a computer solely for investing/creating investor reports. There would be significant tax advantages if we could properly expense it as a deductible expense. Does anyone know how to do this? I assume it has to be amortized using MACRS. But I ...
In a message dated 6/16/2007 4:16:01 P.M. Eastern Daylight Time, generooks@cfl.rr.com writes: I don't get it. Why would you have to do anything except delete the AutoSynch entry? The information on the WD entry is already to correct as to date paid, amount, and removal ...
In a message dated 6/16/2007 2:53:37 P.M. Eastern Daylight Time, ripwest@comcast.net writes: << You can "pay" the withdrawal form the Suspense account when you run the withdrawal report. Then when the AutoSync transaction appears, convert it to a cash transfer to the Suspense account. >> ...
In a message dated 6/16/2007 10:03:16 A.M. Eastern Daylight Time, jchiggins@bivio.com writes: How do I enter a member withdrawal and NOT have our account debited twice? Once when I run the member witdrawal report and again when the withdrawing member's pay out check clears the ...
How do I enter a member withdrawal and NOT have our account debited twice? Once when I run the member witdrawal report and again when the withdrawing member's pay out check clears the borker account. I know that I can wait for a transaction, such ...
Is there any way to set the info on the Valuation Statement to include purchase date. Our club members would like to have the date of first purchase of the stocks (or valuation since date) on the Valuation Report. It was in the old accounting ...