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Getting Ready For Tax Season
Hi all, Just a reminder that we will be doing our "Getting Ready for Tax Season" webinar tomorrow night (Dec. 10) at 8PM Eastern Time. There are still a few openings available if you'd like to join us. You can register for it and our ...
3 messages
Happy Birthday to Us!
Happy Birthday -- Thanks for all the help you give us. Jo From: "Laurie Frederiksen" To: "The Club Cafe" Cc: Sent: Sunday December 8 2019 4:15:35PM Subject: [club_cafe] Happy Birthday to Us! It's our 20th birthday! Back in 1998, two Stanford graduates had the idea ...
1 message
Subscription renewal for taxes only?
Hello all, After 22 years, our club is disbanding. We've sold all the shares and I will be distributing the money by the end of the year to make a nice clean tax season. My question is, our Bivio subscription is up on 1/21/2020. Do ...
3 messages
Schwab / TD Am Merger
Our club uses TD Am which is going to merge with Schwab. Have others been ok with Schwab's services? Thanks in advance
11 messages
Death of a Club Member
I know this has been covered in the past. This is the first time in my 18 years of being in a club where we have had a death of a member. I know to pay the amount to "the estate of the member". But ...
5 messages
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