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Investing and Value in Perspective
Good morning everyone, I came across this this morning and found it inspiring in terms of thinking about investment and prosperity. It's words from a TED talk about economics remixed with pictures and music: http://www.upworthy.com/yeah-you-can-invest-in-the-stock-market-like-a-nerd-but-the-cool-kids-are-investing-in-hope Many of you can probably relate to the thought that ...
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Audit Webinar Recording Posted
Hi Everyone, In case you missed it, the recording and presentation for the Audit webinar given this weekend is now posted here: Audit Webinar Enjoy! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on ...
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It's Time to Do Your Investment Club Audit!
Audit Party Weekend! Get ahead of the game! The number one thing you can do now to make sure you'll be able to prepare your investment club taxes quickly is to make sure your bivio records are correct. Whether or not you're a club treasurer, ...
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Nutty Earnings Reports
Sometimes earnings reports seem kind of nutty. Here's a case where that has been proved to be true! Diamond Foods to Pay $5 Million to Settle SEC Accounting Charges It seems like I remember the Diamond Foods CEO on Cramer a few years ago boasting ...
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New Year, New Ideas
Happy New Year everyone! Hope it is warmer where you are than it is where I am. The world never stops changing. I've gone many years without ever having heard of a Polar Vortex. New things aren't always good, but they are interesting to learn ...
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Happy Holidays from bivio!
Wishing you a wonderful holiday season and a new year full of gifts of appreciation from the stocks your club invests in! ---------------------- Your friends at bivio
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Tax returns
I would like to prepare and file the tax return using Lacerte's tax program so I can e-file the return. Since we have over 50 members it is too much to paper file the return. Do you have any method of exporting the tax info ...
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Access to club after a withdrawal
I just processed a full withdraw of two members and continued their access to the club for the K-1s. Will they also receive the club emails that go thru Bivio? Will they also be able to see how the club is doing or just their ...
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Tax question - options
Hi all, I'm in a covered calls group, and a question was posed that I would like to get an answer to. Can any of our resident tax code experts help me with this? Thanks! Happy holidays! It was my understanding that if an investor ...
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State Filing Requirements?
Does your investment club need to file state as well as federal investment club taxes? Our new state requirements page will help you to figure out the answer: State Filing Requirements Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us ...
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snap shot vs. time based
I am a replacement treasurer using Bivio. I have been doing this for 2 years of our 11 year existence. Two of our members left the club recently and I asked for a "Member Tax Allocation report. Get a msg back saying I can't get ...
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Investor Education
Upcoming investor education seminar, InvestEd, has terrific class for those wanting to increase their knowledge of investing. I have attended for years and I always learn. InvestEd is a nonprofit organization who dedicates themselves to furthering knowledge of this complex subject with all avenues of ...
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deleted deposit from TD Ameritrade
How do I retrieve a transaction when I deleted it by mistake?
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deleted deposit from TD Ameritrade
How do I retrieve a transaction when I deleted it by mistake?
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Tax Season Central
Want to go one place to find out about your investment club taxes? A 2013 tax season link has been added to our homepage. It will take you to our Tax Season Central page. You can sign up for our tax season webinars, view tax ...
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