Communications
club_cafe
HelpRegister
Filing 1065; USPS Certified Mail Tracking Incomplete
I mailed the 1065 for 2015 to the IRS on April 4th. I did not specify a return green post card this year (first time) as the clerk said their on-line tracking was sufficient. The tracking shows the envelope reached Salt Lake on April 6th ...
5 messages
Shared from Twitter: Take the same finance class the NFL gives its players - MarketWatch
Interesting article on how the NFL is now educating the players.A Considering all the horror stories of payers filing bankruptcy this seems rather reactionary.A But still,A it never hurts to review good concepts. Mark Eckman Take the same finance class the NFL gives its players ...
1 message
Withdrawal Question
When I took over as treasurer I had all sorts of issues with those dates and the way we did our payouts. It was complicated by people who took weeks to deposit their checks. I had the club rewrite the bylaws to specify the valuation ...
5 messages
New Jersey Important Tax Filing Status Update
The New Jersey Division of Taxation has released the 2015 web application for filing the NJ-1065 Partnership Return but the application is buggy.A Investment clubs that are subject to the filing fee A may be able to file their 2015 NJ-1065 at this time. However, ...
5 messages
Withdrawal Question
There are two dates listed to use when filling out a member withdrawal: the "transaction date" and the "member valuation date". I've always assumed that the member valuation date fixed the end date for transactions, and the transaction date is used to record the correct ...
1 message
Withdrawal Question
There are two dates listed to use when filling out a member withdrawal: the "transaction date" and the "member valuation date". I've always assumed that the member valuation date fixed the end date for transactions, and the transaction date is used to record the correct ...
1 message
Foreign National as club member?
Do any club here have experience with foreign national (non-us citizen person) as a member? What will be operational difficulties like membership dues, distributions, brokerage accounts etc etc? Any special requirement for filing tax forms other than 1065, tax witholdings? Most of the hedge funds ...
8 messages
Club tax information missing
Is there a way to discern if club taxes have been filed? Our club's tax filer has become indisposed.
3 messages
Think Inside the Box!
Anybody know a millennial looking for a job or a boomer looking to supplement retirement or Social Security?A Maybe they should check this out: Kiosk Ambassadors Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio ...
3 messages
Investment Idea?
Anybody have a cat as a member of the household?A These might sell like crazy. Lenovo PawPad Yoga 9 If it really stops the early morning yowling, A I'm in! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us ...
1 message
How Many Stocks?
Good morning all, We just had a subscriber ask "How many stocks does the average investment club own?". A We don't keep that statistic because different investment clubs have different philosophies.A I'm not sure what would be considered an "average" one. But I did tell ...
13 messages
How many stocks
Attached is an article I wrote for our club a couple of years ago.. Jayne Gilbert RICH (Rainbow Investment Club of Houston) How Many Stocks in a Portfolio? This is a compilation as articles from books and websites with general information on the number of ...
2 messages
Tools for assessing stocks
I've enjoyed the current thread about how many stocks to hold. The comments about which guidelines are important to track resonates. My club is full of newbies (including me), so I love to learn what other people think is important. Based on Pat Dorsey's book ...
3 messages
Ouch!
I hope none of your investment clubs own Valeant (VRX): Piper Jaffray Gives Up On Valeant Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ Click here to A Subscribe A ...
3 messages
NJ Return Filing - Status Update
Filing Your Cluba€(TM)s NJ-1065 Return a€" Status Update a€" March 23, 2016 A If your club is required to file NJ-1065 with New Jersey and you generated your cluba€(TM)s NJ return in bivio, your tax document will have a cover page with the message below ...
2 messages