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Transfer units from one spouse to another
Our club has a husband and wife who are separate members. One spouse wants to transfer all units to the other spouse. In effect this would be gifting the units. How would this be done in club accounting?
9 messages
File Storage for clubs
I have a question, is their a way to download all files stored in the file storage area at once or do you need to do this one at a time? Steve
1 message
Absentee club?
Hi all, I am a frequently reader but rarely post. Our club is 22 years old and is on a downward spiral. I thought we were going to disband at our last meeting but everyone wants to "let it ride." This means, they want to ...
5 messages
online vs face to face clubs (from comment: are you looking for a F2F or online club)?
Hello Bivio Cafe.A I would like to start a thread on online vs face to face clubs. We have a small (<20) member club of seniors. We meet monthly in a senior center. The club is not limited to seniors but is limited to members ...
13 messages
Partial Versus Full Stock Withdrawals
I'll continue the discussion of stock withdrawals here. As Jack mentioned,A transferring stock in partial withdrawals is not recommended.A The tax rules are different than they are for transfers in full withdrawals where such transfers can provide positive tax benefits. However,A all stock transfers are ...
3 messages
Clubs in Minneapolis?
I'm looking for a club to join in the Minneapolis area. Can anyone point me in the right direction. Thanks.
6 messages
Member wanting to take cash out
Sent from my LG V20, an AT&T 4G LTE smartphone Original message From: wiltse@optonline.net Date: Fri, Nov 8, 2019 5:56 PM To: Karen Wilson via bivio.com ; Cc: Subject: Re: [club_cafe] Member wanting to take cash out Go to withdraw member and specify partial withdrawal ...
3 messages
Member wanting to take cash out
For a partial withdrawal the tax implications are much more complex than in a full withdrawal. The recommendation for partial withdrawals is CASH ONLY. Charles Bard From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of cindy gerke via bivio.com Sent: Friday, November 8, 2019 8:21 PM To: club_cafe@bivio.com ...
1 message
Member wanting to take cash out
We have a member that wants to take some of her money out but not withdraw from the club. How do we do that with the accounting.
2 messages
TDAmeritrade
Are there clubs who use TDAmeritrade as their brokerage? We are having issues with them when adding new members to I'm specifically asking for help from a club who has added a new member recently. Every time we add a new member, they change the ...
14 messages
TDAmeritrade
You do not want all members to be authorized to make trades. That creates too much chance for fraud. Only officers should have access to the online account and ability to trade. Linda The Pointe Players Sent from my LG V20, an AT&T 4G LTE ...
1 message
Zero is the new normal [Commissions that is]
These are interesting times we live in! Unless you are a hermit living in a cave on a mountaintop [with no Wi-Fi] you must be aware of the recent announcements by several major Brokerages that they are reducing their commissions for online trades to Zero. ...
9 messages
Concierge Hours QUESTION
The site says $75 an hour for assistance with special accounting issues, with a minimum of 2 hours required. Is the time tracked so that you can only use only 30 minutes at a time and reserve the rest of the time?
2 messages
Maximum Percentage a Partner Is Allowed to Own
Our club has four members. One member's investment is approximately 40% of the value of the club. The three others members have about a 20% investment each. These percentages are allowable in our partnership agreement (We used the agreement from the bivio site. ) From ...
6 messages
Question
Hi, There are 4 members in our club and 2 want to leave. The other two really do not want to close the account, but it will be hard to run a club with only 2 members. As a club, can we sell some of ...
2 messages