Fellow Treasurers, My club owned MRK when they spun off ORG. After the spin off we had 7 shares of OGN. We sold our 7 shares at our June meeting. Now in getting things set for our 2021 Audit the figures between what Bivio has ...
Prior to recent changes in CA law, state-created pass-through entities (LLCs, LPs, LLPs, corporations, etc.) were required to register with the Secretary of State and received an SOS# which was included on their state tax filings. General partnerships (such as most investment clubs)A were exempt ...
We followed BIVIO instructions for entering merger between GWPH and JAZZ in May 2021. BIVIO calculated the sale of our 5 GWPH shares @ $890 however the actual price in the transaction was $200/share or $1000, plus a fractional share of the new JAZZ valued ...
I have a question about 2 of our stocks, Charlottes Web and BioNTech. On our TDAmeritrade portfolio it has Canada beside the name of Charlottes Web, but if you look at their website it says they are a Colorado company. On BioNTech, is it a ...
We just discovered a problem with a withdrawal stock transfer. Even though we specified in writing which block of shares to transfer, TD Ameritrade chose to transfer shares from the oldest block. This was back in 2020. When we tried to transfer shares from that ...
I invited a potential member as a Guest. she shows in roster as a guest member. The description of a Guest member states Guest does not see Club Emails yet Guest called me next day and said she is seeing all members comments about her ...
I invited a potential member as a Guest. she shows in roster as a guest member. The description of a Guest member states Guest does not see Club Emails yet Guest called me next day and said she is seeing all members comments about her ...
Question: Member requested withdrawal on Aug 6, 2021, and Club membership proposed partial withdrawal, Aug 31, 2021. Member accepted partial withdrawal on Sep 1, 2021. Partial withdrawal check dated Sep 4, 2021 and member cashed check Sep 7, 2021. Partial withdrawal effective date and valuation ...
Our club will likely opt out this year. Is there some language we need to add to our membership agreement to do so. I seem to recall seeing something a couple years ago.
Is there an easy way to record the transfer of stock to a member if the club agrees to give them shares of stock instead of cash when they request a withdrawal or leave the club? We are discussing this as an option for our ...
Always check every transaction for accuracy. My club has to reduce its size every December to avoid a partnership fee in NJ. Last year we decided to distribute shares of Apple to our members in proportion to our club ownership. Each member was required to ...
The recording of the Getting Started for Tax Season Webinar we did on Wednesday is now posted here: Getting Ready for Investment Club 2021 Tax Season Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio ...
There are a lot of new types of investments we find clubs are getting into without really knowing a lot about them, including the tax consequences of owning them. One of them is SPAC's or Special Purpose Acquisition Companies.A A This short, easy to watch ...
If a member of this list has their personal email account hacked,A it may send a spam email to this list. When this happens,A we immediately remove them from the list so no further ones will come through. As we have asked in the past,A ...
We have all of our members email address's in Bivio and I would like to use Bivio's email to send out reports and information to our members. There must be away to do this that I'm not finding! The more I use Bivio the more ...