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 ...
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 ...