You do not want all members to be authorized to make trades. That creates too much chance for fraud. Only officers should have access to the online account and ability to trade. Linda The Pointe Players Sent from my LG V20, an AT&T 4G LTE ...
Sent from my LG V20, an AT&T 4G LTE smartphone Original message From: wiltse@optonline.net Date: Fri, Nov 8, 2019 5:56 PM To: Karen Wilson via bivio.com ; Cc: Subject: Re: [club_cafe] Member wanting to take cash out Go to withdraw member and specify partial withdrawal ...
For a partial withdrawal the tax implications are much more complex than in a full withdrawal. The recommendation for partial withdrawals is CASH ONLY. Charles Bard From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of cindy gerke via bivio.com Sent: Friday, November 8, 2019 8:21 PM To: club_cafe@bivio.com ...
Hello Bivio Cafe.A I would like to start a thread on online vs face to face clubs. We have a small (<20) member club of seniors. We meet monthly in a senior center. The club is not limited to seniors but is limited to members ...
Hi all, I am a frequently reader but rarely post. Our club is 22 years old and is on a downward spiral. I thought we were going to disband at our last meeting but everyone wants to "let it ride." This means, they want to ...
Our club has a husband and wife who are separate members. One spouse wants to transfer all units to the other spouse. In effect this would be gifting the units. How would this be done in club accounting?
I know this has been covered in the past. This is the first time in my 18 years of being in a club where we have had a death of a member. I know to pay the amount to "the estate of the member". But ...
Hello all, After 22 years, our club is disbanding. We've sold all the shares and I will be distributing the money by the end of the year to make a nice clean tax season. My question is, our Bivio subscription is up on 1/21/2020. Do ...
It's our 20th birthday! Back in 1998, two Stanford graduates had the idea to develop the first web-delivered investment club accounting application. bivio (from the LatinA bivium , intersection) was born on December 8, 1999. Many thousands of investment clubs have used it since. In ...
Happy Birthday -- Thanks for all the help you give us. Jo From: "Laurie Frederiksen" To: "The Club Cafe" Cc: Sent: Sunday December 8 2019 4:15:35PM Subject: [club_cafe] Happy Birthday to Us! It's our 20th birthday! Back in 1998, two Stanford graduates had the idea ...
Hi all, Just a reminder that we will be doing our "Getting Ready for Tax Season" webinar tomorrow night (Dec. 10) at 8PM Eastern Time. There are still a few openings available if you'd like to join us. You can register for it and our ...