A member of my stock club is suggesting the club switch to studying and investing in mutual funds, instead of individual stocks. Please discuss the pros and cons of this idea.
I would like to add my vote for Bivio having Backup and automatic Restore commands. Or call them Export and Import, as you wish. Computers and their hardware and buildings and equipment are easily destroyed. Computer data input people - me club Treasurer - make ...
My club holds a Canadian oil royalty stock that pays out monthly dividends. 2002 was the first year I had to report on its payouts. I have Bivio cover the Ordinary Dividend and Foreign Tax Paid and Return of Capital. Upon reviewing the 2002 DIV-1099 ...
Jim, I believe there are at least three additional issues with regard to continued use of NCA1.04 which may or may not be relevant to you. 1) no provision for equal allocation of expenses 2) no charitable contributions 3) IIRC, there is a problem with ...
I believe NAIC no longer supports v1.04 - if that is the program that still resides on your hard drive. I myself ran parallel for most of 2002. I finally dropped NAIC as I became totally frustrated with the new NAIC web based product. I ...
Will I run into any problems if I continue to use NAIC Club Accounting v1.04 to do data entry into 2003 and then upload this data to bivio to do reports? If that's OK, is there some reason I can't continue doing this basically forever? ...
Our club wants to focus on one sector or industry group each month and have each member research stocks in that group. Depending on what site you look at, most people put stocks in 10 or 12 sectors and a 100+ groups. We want to ...
Thank you but too cold for a Floridian. Good luck! >From: "Garbagecop" <garbagecop@foxinternet.net> >Reply-To: "The Club Cafe" <club_cafe@bivio.com> >To: "The Club Cafe" <club_cafe@bivio.com> >Subject: Re: club_cafe: Re: Joining existing club >Date: Mon, 27 Jan 2003 16:57:06 -0800 > >Sharon, it might help if we knew ...
Looking to join an existing club. Any clubs that need new members? >From: IraS1@aol.com >Reply-To: "The Club Cafe" <club_cafe@bivio.com> >To: club_cafe@bivio.com >Subject: Re: club_cafe: Final Income Tax Return - Termination of Club >Date: Fri, 24 Jan 2003 15:56:01 EST > >If your club terminated on ...
Our club recently experienced a reverse split in one of our investments(Palm Inc.) Although we are subscribed to account sync, this holding has remained as before the split, why?
I am needing some assistance in correcting the date of a member's withdrawl from the club. We didn't go online with Bivio until earlier this year so when we put in some of the information from the beginning of the club one of the members ...
If your club terminated on or before 12/31/02, you can file your 1065 and mark it final. If your club terminated in 2003, you will have to file an additional "short year" return for the period 1/1/03 through your termination date. This return is due ...
Hello, Unfortunately my club is terminating. I will file our final return and forms and check the final box on both the return and K-1's. Is there anything else that I need to do beside the above? Is there anything that I need to do ...
Lynn, Once you take back this miserably cold weather we've been having in NJ, you'll have nothing to worry about. <g> Seriously, this is only relevant to NJ based investment clubs. If a NJ club has more than (# Members)*$35,000 in total assets as of ...
S1770 passed the NJ Senate this afternoon 36-0 exempting investment clubs with less than $35,000 in assets/member from the $150/member partner fee adopted last year. Ira Smilovitz