In a message dated 4/2/2005 10:46:47 P.M. Eastern Standard Time, joeydag@bivio.com writes: Does bivio support printing state tax returns without additional cost? Bivio does not offer state returns at any cost. In other words, even if you are willing to pay you can't get it. ...
Some of you have been wondering what Mark is up to. Amongst the many things he is working on, we have Mark doing an SSG on BBBY on http://www.stockfundas.com Check it out and see how easy it is to share SSG with fellow club members. ...
Does anyone know anything about this State Tax Form. I'm told NAIC sent out some kind of information card concerning this form being filed this year (for 2004), but I never got it. Any information would be welcomed. Sorry if this has been asked before ...
If your club is based in VA, it must file a VA Partnership Return (Form 502) for 2004. This is a change in VA tax law. Ira Smilovitz In a message dated 4/4/2005 8:40:25 A.M. Eastern Daylight Time, biglan@bivio.com writes: Does anyone know anything about ...
>>I am in the midst of completing it for our club. I obtained the forms and instructions from www.tax.virginia.gov. >>We got a postcard from NAIC saying the form is due beginning 1/1/2004 and there is a penalty of $200 a month if not filed by ...
Our club exercised some put options this past week. When I use the exercise option feature, our account shows that we still have the puts and does not show that we are short the stock. Do I need to expire the option and then enter ...
Is there a report that we can view that shows the daily NAV value for a period of time? I would like chart our daily NAV, but looking up each day's value will be time consuming and I wonder if this already exists and I ...
Hello, My name is Chris Biegel. I am the founding member of FNF (Family and Friends) Investment Partnership based in Chicago, IL on 1996. Currently, we are 4 members strong looking to add new members either locally or remotely (via on-line). If you are interested ...
We are a 16 member club and would like to have someone form another club speak at an upcoming meeting to share information about their club: how they operate, how they evaluation stocks, manage their portfolio - etc. We meet the first Tuesday of every ...
http://biwiki.editme.com/ is a new site about NAIC-style investing. The content is a colaborative effort of those who choose to contribute. I've been involved in getting some initial content put up. Feel free to look around. If you see a topic (or the absence of a ...
>>Why did you assess each member a closing fee? Charlie I suspect the "closing fee" was actually just setting aside whatever money would be required to complete the final tax filing and partnership dissolution. I usually recommend that club's enter their estimates of these costs ...
Hi, I see Scottrade was recently added to the list of brokers for which bivio's AccountSync service is available. Has anyone tried this out yet? Mike Carroll Oro Valley, AZ
Mathematically, how is the "Average Annual Return for All Members" calculated on the "Member Performance" report? I can't seem to recreate the number using simply the member amounts on the report. Is it the IRR for the entire portfolio or a function of the member ...