Mail - club_cafe - bivio Investment Clubs

Mail


K-3s I just watched the webinar Preparing Your 2022 Club taxes and I am confused about who needs to opt out of K-3s. I understand the club can opt out when they meet all 4 criteria but I don't understand why a club member would need ... Charla Hurt 3 messages
First in but not first out Is it permitted to identify sold lots in order to minimize realized gains if it does not adhere to First In / First Out? Thanks in advance for any replies. Scott Scott Freeman 4 messages
GEHC Spinoff Hello all, Does anyone have the numbers to use for the recent spinoff of GEHC? Ken and Natalie Kavula Kenneth J.(Kavula JntLivTr 4/2/2015) Kavula TTEE 3 messages
Adding Incapacitated clause to bylaws/partner agreement Our club would like to add a clause to our bylaws/partnership agreement to state that in the event a member becomes incapacitated we would liquidate her account and release it to her financial POA.A Does Bivio have a sample clause to that effect?A A Thanks ... Linda Palmer 3 messages
Tax basis adjustment Our club is located in Washington state which is a community property state. The spouse of one of our partners died in 2022. In a community property state, when either spouse dies the total value of the community property at the date of death becomes ... Linda Holt 9 messages
First Audit, Then Taxes! Hi everyone, Has your club completed your 2022 audit? We're glad many of you could join us live for the How to Do An Investment Club Audit webinar. If you missed it or want to watch again, the handouts and video and audit forms are ... Becky Kruse 3 messages
Printer Software Does we need to purchase a tax printer from IClub or will Bivio be doing this for us. Will Bivio be e-filing for Fed and State of Missouri Thanks, Steve Steven M. Todd 3 messages
Club Cafe Emails I used to be subscribed to this email blog (not sure if that is the correct term) and stopped getting them in October of 2022. I have gone into the website and subscribed several times but I am still not getting emails. I have checked ... Runell Seale 2 messages
audit Quick question:A Why on step 3 of the audit, if the total of the dividends and interest match between the brokerage report and the Bivio report, why do we need to tie the detail dividends between the two reports also?A With synchronization, how (or why) ... Peter Dunkelberger 7 messages
Electronic Filing of Tax Return Will the upcoming webinar be available to watch after Monday Ivor J. Hill 4 messages
Check In Hi I hope this email finds you well. Could i ask you a favor? Thanks Barb Cisler Barb Cisler 4 messages
Check In Hi I hope this email finds you well. Could i ask you a favor? Thanks Barb Cisler Barb Cisler 3 messages
Spam -- betware The message from "Barb Cisler" has all the earmarks of SPAM. My recommendation is to not answer -- just delete it. Dave Swierenga Dave Swierenga 1 message
Spam Hi all, Don't reply to the prior messages asking for a favor. It's spam. I've removed the sender from the Club Cafe list. Becky Kruse bivio Becky Kruse 1 message
Electronic Filing of Tax Return Becky, This link won't work. Says its a bad address on the BIVIO site. Mary From: "Becky Kruse" To: club_cafe@bivio.com Cc: Sent: Thursday February 9 2023 10:51:49AM Subject: [club_cafe] Re: Electronic Filing of Tax Return Hi all, Correction -- the webinar is MONDAY evening, February ... randmantiques 4 messages