| Re: [club_cafe] Withdrawal of a Deceased MemberLinda, there is no such thing as " controlling when each member pays their fair share of the taxes". No matter what they do everyone will pay their "fair share" of taxes. As Ira said what they do will determine when each person will pay ... |
| Re: [club_cafe] Partial withdrawls || Tax ImplicationsHi Ira, Thank you for this email you have explained so much you make it easy to understand, so mush of this I did not know. Thanks Again, Mary On 09/12/2020 11:59 PM ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote: Unfortunately, there has been quite a ... |
| Re: [club_cafe] Schwab cash withdrawalWe also transitioned from TDA to Schwab. At that time we had to open a Schwab checking account; they told us it only allowed us to write checks for outgoing money, NOT for making deposits into. We recently sold stock to provide partial withdrawals to ... |
| RE: [club_cafe] Folio Policy on Bill Pay FundsFrom Folio's Website "Funds Available for Withdrawal From Deposits While you will generally be able to make an investment 1 business day after funds are deposited into your account, you will generally not be able to withdraw the new deposit money from your account for ... |
| Re: [club_cafe] K-1, Box 19The club withdrawal report shows $0 as the realized Gain/(Loss) on the withdrawal. From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of ira smilovitz via bivio.com <user*2883400001@bivio.com> Sent: Friday, March 10, 2023 12:08 AM To: club_cafe@bivio.com <club_cafe@bivio.com> Subject: Re: [club_cafe] K-1, Box 19 The entry in box 19A ... |
| Re: [club_cafe] Schwab cash withdrawalYour club might be grandfathered with Schwab, but Schwab bank does not accept organizational accounts. That is investment clubs organized as partnerships cannot have a bank account with Schwab. That is what they have told me. Thanks, A Peter Dunkelberger On Tue, Oct 17, 2023 ... |
| Re: [club_cafe] Partial withdrawls || Tax ImplicationsCindy - When the club sells you all share the gain or loss. Withdrawals are completely separate transactions and never associated with the sale of a stock. -- Mark Eckman On Sat, Sep 12, 2020 at 4:06 PM Cindy Relick via bivio.com <user* 12399200001@bivio.com > ... |
| Re: [club_cafe] Giving K-1s to members (include state too?)Why would you continue to give a withdrawn member access to bivio? Once their withdrawal is complete their access to bivio would terminate; I would think. Ann Merrick From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of dennymccarthy@comcast.net <dennymccarthy@comcast.net> Sent: Thursday, March 2, 2017 9:11 PM To: club ... |
| Investment Club Help Topicsa This list should cover most of your questions about using bivio. If you don't find what you need here, you can find additional information by searching our public message boards. Just enter the term(s) you are searching for in the search box at the ... |
| Da Demo Investment Club Transferring Stock in an Investment Club WithdrawalDa Demo Club Accounting Justin is Reimbursed For a Club Expense With Units Da Demo Members Introduction Transferring Stock to Pay A Withdrawal Annie Carlson recently had to withdraw from Da Demo. In order to process the withdrawal in a way that provided the greatest ... |
| January 18 Bivio Investment Club Meeting Minutes.pdfJanuary 18 Wednesday, January 18, 2023 10:56 AM * Quorum to begin the meeting * Call meeting to order * 11:01 * Secretary's report * Motion to support Georgline and John * None opposed * Secretary report accepted at 11:09 * Treasurer's Report * Moressa ... |
| Re: [club_cafe] Re: Equal EquityThe solution to this problem is to pick one valuation date for all member payments no matter when during the month they pay. We use the last day of each month for our valuation date. That way each $50.00 member payment buys exactly the same ... |
| Re: [club_cafe] WithdrawalsOur club is in NY. Most members are not very knowledgeable and rely on the advice of a small group. About half respond to buy and sell votes by email in between meetings. Recommendations by our research committee are followed most times. Research can also ... |
| Re: [club_cafe] Folio Policy on Bill Pay FundsLen, See my note to Laurie for more details. One of my accounts is the Georgia Model Club and a withdrawing members check bounce this month. We will have to monitor when funds are available and reissue that check. Ye ole bud, Larry Larry Reno ... |
| Re: Non-stock investment abroad (in a start-up)I had mailed earlier if Investment Club funds could be invested in a start-up. After some deliberations we realized Club funds can be used to invest outside the brokerage account. This brings me to another question. 1. What is the accounting treatment in Bivio for ... |