We are an existing investment club and have been trying to convert to Bivio for several weeks with little success. We are, therefore, seeking a club in Memphis, TN with someone who would be willing to help us with the conversion. Is there anyone out ...
In a message dated 08/18/03 12:49:17 AM Eastern Daylight Time, spepper@bivio.com writes: Our investment club currently requires every member to pay the same amount of dues each month and we assesses a late fee when the payment is not received on time. We are considering ...
Thanks for the responses. Comments from those who responded are helpful. Setting a limit of having no partner contribute more than 20% of the value of the club makes sense (depending ,of course, on the composition of the club this might be a problem in ...
At one point when a member decided to pay their full dues for the year in one payment it also occurred to us that one member could attempt to "time" their contributions, buying shares at a lower value and end up with a greater share ...
We switched brokers and when one of our stocks was transferred we received cash for some fractional (0.25956)shares. How do you handle this transaction? Thanks.
In a message dated 08/21/03 12:43:46 AM Eastern Daylight Time, donald@bivio.com writes: We switched brokers and when one of our stocks was transferred we received cash for some fractional (0.25956)shares. How do you handle this transaction? Thanks Enter it as a sale of .25956 shares. ...
My club has an unusual situation. At the end of 2002 we made a donation to one of my club member's church. The donation was for $30 and in the form of a check. We also claimed this charitable deduction on our taxes. As of ...
It is only $30. Taxes are $2. Enter it as miscellaneous income and buy pizza for the next meeting and claim it as a learning expense. My 2 cents. Al Original Message From: Brian Lancaster [mailto:biglan@bivio.com] Sent: Friday, August 22, 2003 2:35 PM To: club_cafe@bivio.com ...
Taxes are not $2, they are more likely to be $8 (25% bracket), but even so Allesandro's point is well taken. The impact on your members is negligible. My advice, however, would be to void the original check and reissue it to the church. Unless ...
Our investment club currently requires every member to pay the same amount of dues each month and we assesses a late fee when the payment is not received on time. We are considering droping the late fee. If a member does not pay dues for ...
Thanks again Al & Ira for the information. I'll like them know next month, maybe pizza will be served. B- Original Message Follows From: IraS1@aol.com Reply-To: "The Club Cafe" To: club_cafe@bivio.com Subject: Re: club_cafe: Ira or Rip--Please help! Date: Fri, 22 Aug 2003 16:06:25 EDT ...
Club officers can save their complete club information to disk as an XML document (XML is an Internet standard for exchanging data that has been adopted by most companies in the financial industry). Until now, you had to email customer support the XML document and ...
Two items - One - we have a green card member and I got a letter from the IRS that we had to do withholding. We have not had taxable income, but the letter said that didn't matter. What do we need to do? Two ...
I would be very careful about doing this. Check your partnership agreement carefully. If your partnership agreement does not state that there is a specific contribution each month, then the members who are prepaying should get all of their units as of the date of ...
Recently, Nautica was acquired by VF Corpartion. Thus, the shares of stock my club owned were bought back. Now we are trying to update our accounts to reflect the buy back and the cash lieu amount, but I keep receiving errors. What should I do, ...