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 ...
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) ...
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 ...
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
Hi everyone, We really appreciate everybody's feedback to the non-profit idea ( read discussion here ). We heard you loud and clear: keep Bivio running as it is. We're on it! A We have identified a very talented candidate to help us maintain and enhance ...
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 ...
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 ...
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 ...
Greetings and Happy New Year ! What method do you use to store meeting information? I am looking for a method where club members can "Upload" documents (value line reports, SSGs, etc.) prior to the meeting for everyone to review. Thank you for taking the ...