I have been avoided the OPT out CPAR thing for a few years, but since we will redo agreement we should address it. See below. I do not have time to do it myself now. Hi all, Now that 2017 tax season has been put ...
The bivio 2024 tax program is ready for clubs to prepare and e-file their 2024 IRS tax return.A E-filing is quick, easy, secure, and already included with your bivio subscription. NEW - This year bivio offersA e-filing for 2024 state tax returnsA for all of ...
What is the best way for withdrawn members to access their K1 forms form Bivio. If they are withdrawn do they still have access to login and access their K1 report? Or can I give that temporary access so they can print out their K1 ...
an entry from 2018 (Scott Trade) who we no longer use.. just appeared in January when I display our Account Summary. I have sent many messages for it to be removed the entry makes our current Schwab account not balance I am not in balance ...
The Animal Planet channel has their "Puppy Bowl" there's "Shark Week" and Hollywood is doubling down on their GLP-1 dosages and getting fitted for the red carpet later this month. If you're unfamiliar with Manifest Investing, or participated a while ago, you're invited to explore ...
I am in the process of disbanding our club. I requested checks from Schwab on multiple occasions to pay the annual membership fee and also to pay the members. The checks were distributed in the name of the club. I will have to open a ...
Our investment club has 20 members and started in 2000. We have all been faithfully contributing every month and now have a very large portfolio. We have all gotten older of course and want to reduce the value of the total portfolio. It seems like ...
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 ...
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, ...
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 ...
Register today for these two important bivio webinars to help you make sure your club taxes get done in a timely manner.A Experienced club treasurers know that regular club audits will save your club both time and money. You'll learn what's new with theA 2024 ...
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
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.
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 ...