We are starting a new club and the person who got the EIN initially will not be the Point of Contact (POC) for the club with the IRS and brokerage house. I thought it would be fine to just keep the EIN the same name ...
Hello Thank you for your email. I will take a look at this and get back to you. Barb and Glenn Doherty "pjprusak@starwire.net" <pjprusak@starwire.net> wrote: > Hello fellow Wisconsinite. Are they still celebrating the fantastic Packer > game last night over there in Packerland? > ...
We're move into earnings report season.A Many quarterly and annual reports will be coming out.A Here's some interesting things for your investment club to think about as you read them from our friends at StockRover: Decoding the Earnings Report Laurie Frederiksen Invest with your friends! ...
I'm wondering whether I might be able to find some help here locating a BI investment club to join in the western New York (Buffalo) area. I recently moved to Elma, NY, and I've been trying unsuccessfully to find clubs in the area since late ...
Everyone has their own reason to join a club. The 2 main reasons are to learn from others and be able to bounce ideas of each other. The second reason is that it is a social experience to meet and bond with others toward a ...
A member recently passed away, and we are going to payout his wife with cash, as requested. She asked if the check had to be made out to his estate, as this would then be the only asset that would have to be probated. I ...
In another thread, (http://www.bivio.com/club_cafe/mail-thread?p=225134000003) relating on how to handle the death of a partner, a comment was made suggesting that club's should only hold enough assets to learn rather than actually save. The club I'm in was formed in 1990 and quite frankly we never ...
Hi Laurie Do we have any indications when the tax forms will be ready. We checked the club accounts this weekend and am ready to close out once the forms are on-line Many thanks for you help this last year it is very much appreciated ...
When we rcently reviewed our PA I discussed this issue with the local bank officer. They hold checks made out in a deceased account holders name in an escrow account (the check only has to be made in the person's name - not the "estate ...
Join us this weekend and learn how to make sure your bivio records are correct by doing an audit.A Here's how to sign up for our Audit Party Weekend Webinar: Register Now! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio ...
Hi all, I've been gone for awhile, but I recently joined a club again, and I was asked to put together a list of activities to help get current members more involved. Stock watcher is the first that comes to mind. But aside from officer ...
The most successful clubs have an outline and plan of what they will do each month at their meetings. If you put together a 12 month plan for meeting dates and educational topics now, your members can add them to their calendars and you won't ...
Laurie, Today, I was again asked to use this process today. Is our club's AccountSync affected or have you worked out a permanent plan with Folio? Best Regards, Marty bmeckerle@comcast.net
Hi All, I have had further discussions with Folio about the EFT cash hold issue.A I've made it all the way up to the President of the brokerage division who at least seems somewhat understanding of the potential problems the hold causes investment clubs. However, ...
As a member of the BI Volunteer Board, I have been following this discussion with great interest. Please know that I have requested BI provide comments, given that Folio is a BI approved product, with advertised benefits for BI member clubs. I will share comments ...