My grandsons, who are both under the age of 18, have recently become members of our Investment Club. They are 11 and 9 years old, and my daughter is their Custodiian. Do my grandsons have a say in our voting process, even though they just ...
Your partnership agreement should speak to the issue of adding and removing members. This area would state that a new member needs to: (insert whatever criterion / initial payment - units - so forth). The new member would need to sign the partnership agreement. I ...
We are adding a new partner to our club for the first time. We have everything handled from the financial side, but how do we handle it from a legal perspective? Do we just need to add her to the signature page on the partnership ...
When SCOR was aquired by CAH, Ameritrade charged us a $20 mandatory reorganization fee. I assume this "fee" becomes part of our cost basis for CAH. How and where is this fee properly entered?
i was reading back through some of the articles and letters about fees v. expenses, and i understand the differences. My question is, does bivio allow us anyway to specially allocate an expense to one partner? Or do I have to adjust the K-1s manually? ...
I received a similar valuation when Citigroup spun off Travelers A & B shares. I found that I had put in an incorrect spin-off ration and thus had a $200 plus value on one of the TAP shares. I mention this because I believe Palm ...
I don't believe bivio can handle short sales. If you try to record a sale for more shares than you own, you get an error message. I also do not find an entry for short sales in the help files. Ira Smilovitz In a message ...
Pam, The "% surprise" is how much the actual eps varied from the expected eps. If the analyst projected/expected $.25/share eps in a quarter and the company actually reported $.26, the % surprise would be (.26 - .25)/.25 * 100 = 4%. This number seemed ...
I've been studying a lot of analyst's reports and there is one recurring term that I don't understand. "% surprise" What exactly does that mean? Signed 1st year investor. Pam Tuttle.
We are a new investment club here in Australia just starting to invest in the Australian share market. As these securities are unlisted on the Bivio database we therefore have to manually update our portfolia share prices. Am I correct in this? If so, is ...
>>What are the filing requirements for the State of Maine? Although Maine has a partnership return (1065-ME) it isn't clear to me whether an investment club has to file. Call ME Revenue Services , a local tax professional, or if you are an NAIC-affiliated club, ...
On the Valuation Summary, our plan stock as of 12/31/02 has a Price Per share of $585.00. How is that possible? What should I do to correct it or is there no fix?
I am going over tax forms, and noticed that on our members that did a cash withdrawal, it shows the amount distributed, but does not show their loss. How does this get reported?
>>I am going over tax forms, and noticed that on our members that did a cash withdrawal, it shows the amount distributed, but does not show their loss. How does this get reported? What loss? If you mean that they withdrew and received less than ...