Is there any tool or website that can help point me in the direction of socially responsible investment options. it is hard to gage these factors from the traditional sources of information on the internet.
Our club has a memeber that is withdrawing. Another member is interested in buying out his units. Is it possible to do this, or do units get divided proportionatly among all members? This will be a cash transaction and no stock will be involved. I ...
I am preparing my club taxes after filing a request for more time. How do I remove 4 members who left the club before we purchased any stock. Even if I keep them for this taz return, how do I remove them for next year. ...
How can I go about amending our partnership agreement when a member fully withdraws or when we add a new member??? Do we reprint and have everyone resign?? Do we just add an amendment page with the new member for his/her signature?? What about the ...
Is there anyway that I can go back and re-input fees as member contributions without messing up the 2001 tax year??? And without having to file amended 1065 and K-1's??? They were deposited in Oct. 2001. -Jay LA MIGRA
In the years that we have had our club, situations have arisen where we need to pay for expenses with a credit card. What usually happens is that I use my personal card and reimburse myself from the club account with a check. I think ...
Hello All !! Why is it, when foreign tax is withheld from a dividend the amount is not subtracted from the account? I have to manually subract it from the account to make the account balance. Putting the amount in the Investment Income screen doesnt ...
We just started using bivio, because I couldn't figure the taxes out. So I entered back to the beginning all our transactions. However 3 of our members withdrew and we paid them what they had paid in actual value. So when I try to use ...
Looking for someone in the DFW area with extensive Excel experience. Some statistics background and interpretation of data would be a bonus. Our club started in February 1997. Our 'Average Annual Rate of Return for All Members' from 2/97 to 5/02 is 22.4%. From 2/97 ...
Can anyone give me the name of a bank that has a "no frills" checking option foran investment club ? You know, no minimum balance, no fees, etc. Thanks in advance
We released a new feature, which throws away email messages which contain executable attachments. We noticed an increase in infected PCs send messages to their clubs which contain viruses. By default, executable attachments are blocked. This prevents the spread of viruses. Very few users send ...