Bonnie Biafore said at the NAIC Education Fest yesterday that we could download this spreadsheet to use with our Tool Kit program to analyze our stocks. I used her web address and got nowhere and I signed into our club site and then typed Jim ...
I live in Canada. Our modified partnership information has to be sent to Revenue Canada by March 31 so I hope someone will answer this quickly. One member left the Club at the end of August. His percentage ownership at that time, determined by the ...
I spoke with someone in Kathy Haller's office (Division of Taxation - 609-292-1434) (she's the official source, but was late arriving this morning) about some issues revolving around the changes in the partnership filing fee rules for investment clubs. 1) How does a club indicate ...
I have two questions that are bothering me. First, Does Bivio Tax support include State Tax forms for a club (State of Oklahoma) and Second does a club need to file if all the income received is from Stocks domiciled out of their State of ...
Recently, my club experienced a problem with Account Sync posting a double transaction for GE's latest dividend distribution on 1/29/04 because TD Waterhouse reported one distribution, cancelled it, and then posted a replacement transaction for the correct amount. However, bivio Account Sync posted this as ...
I would not even join unless you could be assured of getting an 'honest' valuation. I would suggest getting the club into Bivio, and then trying to reenter previous transactions to get better clarity. the method used below in determining a member's valuation isn't even ...
I have rejoined an investment club that I previously part of (hence "rejoined"). Anyways, we previously used Club Accounting software that used the NAIC valuation method. Since that time, the club has drindled to 5 members (now 6). They now use a simple Excel spreadsheet ...
Okay, this has me stumped. In taking the "tax interview" to produce our club's 1065, I got asked a question that I have neve seen before and for which i don't know how to answer. We hold shares in the Southern Compamn (SO). I am ...
Hey, our club owned shares of Concord EFS Inc (CE), which is now First Data Corp (FDC). I tried Bivio's merger tool but it keeps asking for the correct ticker for concord. It used to be CE but if I search I get nothing. Any ...
Today I got a mail titled "rig: Important notify about your e-mail account", from supposedly "support@bivio.com" It smells like spam to me, given the english, spacing of the message, and ambiguity of what to do with the ".txt" attachment. Here's the message contents " Hello ...
Hello and welcome. If you are in the Southern California area and would like to join an investment club then please feel free to email me with your information or questions. email address is brynrojas@yahoo.com
Ann, You are mixing apples and oranges. All allocations of income and expense are done on the basis of the percentage ownership on the day the income/expense is recognized. Additionally, there are two independent sources of "income" for a withdrawing partner. First is the income ...
How is the capital gains/loss calculated by Bivio in the K-1's - per unit value for each member or for the member's percentage holding of each individual stock? From a quick glance, I think it might be the latter, since one member who left the ...