>>Who holds your shares? >>If you use a broker, you will receive a statement that outlines the transaction, including any cash in lieu. I don't see the need for any mathematical calculations regarding gains if you did not sell any shares. I have recorded several ...
I stand corrected. My only previous experience is with stock mergers where there is a fractional share cash payment. Thanks for the education. I do learn from and continue to appreciate the honest and lively exchange of ideas in the Bivio Sphere. JM Original Message ...
Hello- What is the difference between a dividend and qualified Dividend? I have noticed recently in our accounting section you now have to enter something called a ex-qualified date. I have entered it for some, but not all. When I run an income report for ...
>>What is the difference between a dividend and qualified Dividend? I have noticed recently in our accounting section you now have to enter something called a ex-qualified date. I have entered it for some, but not all. Qualified dividends are a subset of ordinary dividends ...
how much expenses incurred by an investment club are deductible to the partners Such things as travel and entertainment Also, do you just use the standard k-1 filing?
>>how much expenses incurred by an investment club are deductible to the partners Such things as travel and entertainment Also, do you just use the standard k-1 filing? Expenses incurred by an investment club are deductible to the same extent they would be to an ...
Our club bought out a member in Sept 2003 for the amount of $1,300 but she never cashed the check. In January 2004 we found out that she had moved. We stopped payment on her check because she hadn't cashed it and we weren't sure ...
In a message dated 4/20/2004 10:39:28 AM Eastern Standard Time, candy@bivio.com writes: Our club bought out a member in Sept 2003 for the amount of $1,300 but she never cashed the check. In January 2004 we found out that she had moved. We stopped payment ...
How much work is Personal Bookkeeper to do ? What are the task I would need to perform? I am looking to get account sync but I am worried that not having the Personal Bookkeeper will cause me problems.
2 proposals: 1. State Tax Reporting 2. Would it be possible to add stock categories (i.e. small cap, mid cap, large based on NAIC guidelines) to the suite of reports? Thanks, Nick Picini
is there a report that shows "tax" contributions (i.e. w/o fees)? Both the Member Status Report and the Contributions/Withdrawal Report seem to show contributions as including fees. What happened to the "member tax basis" report?
Just trying to find out what happens to the shares that our club currently owns. They are worth pennies and I don't want to sell them and incur the transaction costs. Better to hold and wait till they are cancelled. Anyone know what the status ...
Any chance that you are working on the ability to enter short sales? We do some shorting and will do more in the future. This work around situation is a pain and the members can not see the position when we have one open. Thanks.
Does anyone know if you are able to adjust the number of member units on Bivio. For some unknown reason, I am off 2.012877 shares. I can see where the error. I need to move the shares from one member to another and I can't ...
>>Does anyone know if you are able to adjust the number of member units on Bivio. For some unknown reason, I am off 2.012877 shares. I can see where the error. I need to move the shares from one member to another and I can't ...