We are looking for some suggestions on how to handle the withdrawal and other issues related to the death of one of our members Our club president passed away in mid-August. I am now the new president of the club. Our club is now down ...
The bivio programmers have been busy adding newA chartsA to selected bivio reports.A These newA chartsA are now available for clubs at all subscription levels. Here are some quick tips to begin:A You can find theA chartsA in bivio by selecting Accounting > Reports &A ...
Hi all, We have a new member who has asked if her shares can be in the name of her trust. Our PA says no, but I can't remember why this is. Our original PA was based on the BI agreement, with changes recommended by ...
On the valuation page, does the unrealized gain/loss include dividends paid? I do not think that it does but I could be wrong. If it does not how could I show that. We have a stock that pays dividends and I would like to show ...
Hi everyone, December is flying by. If you missed last week's bivio "Getting Ready for Tax Season" webinar, now would be a good time to watch it. We're glad so many of you could attend. You can find the webinar and the handouts here: https://www.bivio.com/site-help/bp/Getting_Ready_For_Tax_Season_Help ...
I print out two reports for meetings Valuation and Status. It used be two pages now I am required to include multiple pages of charts which wastes too much paper. Please make them separate and opional. Barbara Hansen Treasurer.
I cannot run a Capital Gains and Loss Report for 2024. I get an error message and it states that someone has been notified. When will this be fixed? Thanks, Beth Smith
There have been comments in other message strings about brokers having a separate application for investment clubs than other partnerships. Does anyone know why the distinction? 1. How does the broker know the entity is an investment club? Is it just if the words are ...
Our club has been in existence since June 2020. I had issues opening up our checking account up until recently (I was given the run around on what was needed to open the account in the past). I was able to successfully open our checking ...
One of the members of our club has recently lost her spouse and has created a MAP (Medicaid Asset Protection) trust and has listed her portion of our club as part of the assets in her trust. In researching this kind of trust I've discovered ...
The following information will not apply to most investment clubs, but there may be a few to which it does apply. If your investment club is a partnership formed without a state requirement to file the partnership agreement or other applications with secretary of state, ...
When will the tax software be available for clubs disbanding in 2024? We closed our club in April of this year. My understanding is that we need to file by the 15th of the third month following the closing date. I know that Bivio will ...
For those using Fidelity and instructing members where to send their automatic monthly payments: What address do you use? We were told to send to UMB bank, but not originally given an address. When I looked up an address online I found: 1010 Grand Blvd, ...