Since we had several people wanting to put their IRA investments in our limited partnership, we found the following three IRA custodians that offer the service (to invest in your behalf). Pensco Trust (www.pensco.com), Equit Trust (www.trustetc.com) and Sterling Trust (www.sterling-trust.com). These are fee based, ...
My answers would differ slightly from Rip's, but I understand his perspective in answering. [Rip]: bivio prepares a complete federal partnership tax return for each club. [me]: Agreed. 1> Does the Club Accounting package automatically fill out the necessary boxes in the IRS tax forms? ...
Hi, I am trying out bivio's Club Accounting demo. One of the features for this package is: * IRS taxes (1065 and K-1, D schedules) My questions for this feature are: 1> Does the Club Accounting package automatically fill out the necessary boxes in the ...
It seems like your problem is not with the intricacies of the unit systems, it's with the fundamentals of investing. Original Message From: club_cafe-owner@bivio.com [mailto:club_cafe-owner@bivio.com] On Behalf Of Eric Dobbs Sent: Friday, July 29, 2005 10:29 AM To: club_cafe@bivio.com Subject: club_cafe: Re: Explaining Units Owned ...
Hi members, I am testing the demo to simulate buy/sell and to manage my sim club. I created my club account for my sim Broker, and I included sim members (6) with different % ownerships. I noticed that when I created my sim bank account ...
We just imported from NCA 1.04 to Bivio. Looking backwards, everything matches except the PIPE column vs. Tax Basis columns - after 01/01/05 they differ. Members tax basis are less in Bivio than they were in the PIPE column in NCA. Why?
I am having a hard time explaining how units vary with the value of the club's holdings to members. Several members have noted that there are some members who own a few more units than some founding members. I've read them the appropriate passages in ...
Why is the date used for determining NAV two days old- that is Today is Thurs, 7/28/05 NAV date being used by BIVIO to determine NAV is from Tues, 7/26/05. I did some searching in HELP and found a statement to the effect that the ...
Our club just joined with bivio this past January. We were an already established club with equal partners, so we all have the same number of units. A new member recently joined and wanted to be a full member. On the day she gave me ...
Today is the first time I have read this section on Bivio, and I am not familiar with your Beta Test with Scottrade. Please explain. My club is using Waterhouse, but we have become unhappy with their service and "extra" charges. We would like to ...
Hello All, I'm in the 90-day trial period with bivio and I couldn't be more pleased with the support received to date. Within about 30 days our clubs records with NAIC's nca system and bivio's reports match virtually perfectly. It's going to be easy to ...
Hi, I see Scottrade was recently added to the list of brokers for which bivio's AccountSync service is available. Has anyone tried this out yet? Mike Carroll Oro Valley, AZ