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BIVIO INVESTMENT CLUBS bivio Investment Clubs. New to bivio? Please Register. Secure Login. Please enter your login information. User ID or Email: Password: SAMPLE INVESTMENT CLUB OPERATING PROCEDURES Sample Investment Club Operating Procedures. Here is a sample of Operating Procedures for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own. Your operating procedures will establish how you will runyour club.
TAX ALLOCATIONS METHODS bivio allows your club to allocate income and expenses in one of two ways: Time Based. Time based allocations are made in proportion to each members ownership in the club on the date that each taxable item is realized by the club. It is the default and is used by most clubs. Since Time Based allocations are ongoing throughout the tax year, your DISBANDING YOUR INVESTMENT CLUB Disbanding Your Investment Club. If your club is disbanding you need to follow this process: Develop your plan. Start to decide whether you are going to sell all of your stocks or transfer them to your members. There can be tax advantages to transferring appreciated stock to withdrawing members but it is a very complex process to do correctly.OFFICERS AND ROLES
Officers and Roles - bivio Investment Clubs. Officers and Roles. These are the typical officer roles and typical duties of each officer in an investment club. You can adjust these descriptions to fit your club. It is also fine to spread out some of the administrative functions by having assistants to ABOUT INVESTMENT CLUB WITHDRAWALS About Investment Club Withdrawals. When a member wants to withdraw some or all of his club account, it is important that you handle this the correct way. There are tax and accounting issues associated with a withdrawal. YOU SHOULD NEVER ENTER A WITHDRAWAL OR TELL A MEMBER WHAT THEY ARE OWED WITHOUT KNOWING YOUR BIVIO RECORDS ARE ACCURATE AND UP SAMPLE INVESTMENT CLUB PARTNERSHIP AGREEMENT Here is a sample partnership agreement for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own agreement. AUDITING YOUR CLUB'S RECORDS Auditing Your Club's Records. An annual audit of your club's records helps everyone in the club know your clubs records are correct. Accurate records are an important part of ensuring your tax reporting is correct and your club ownership is being tracked properly. You needto do a
OVERVIEW - INVESTHERS52726 - BIVIO INVESTMENT CLUBS Refer a new club to bivio and receive 50 bivio Bucks! Quick Overview. Communications -- Upload and manage files; view and compose email messages. Select Site -- Switch clubs or go to with the Select Site menu at the top. Logout -- Always sign off from bivio if your computer is accessible to others. INVESTMENT CLUB ACCOUNTING, TAX PREPARATION AND bivio provides investment club accounting and hedge fund management services, including investment partnership accounting and tax software, private and public websites and message boards, andinvestment advice.
BIVIO INVESTMENT CLUBS bivio Investment Clubs. New to bivio? Please Register. Secure Login. Please enter your login information. User ID or Email: Password: SAMPLE INVESTMENT CLUB OPERATING PROCEDURES Sample Investment Club Operating Procedures. Here is a sample of Operating Procedures for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own. Your operating procedures will establish how you will runyour club.
TAX ALLOCATIONS METHODS bivio allows your club to allocate income and expenses in one of two ways: Time Based. Time based allocations are made in proportion to each members ownership in the club on the date that each taxable item is realized by the club. It is the default and is used by most clubs. Since Time Based allocations are ongoing throughout the tax year, your DISBANDING YOUR INVESTMENT CLUB Disbanding Your Investment Club. If your club is disbanding you need to follow this process: Develop your plan. Start to decide whether you are going to sell all of your stocks or transfer them to your members. There can be tax advantages to transferring appreciated stock to withdrawing members but it is a very complex process to do correctly.OFFICERS AND ROLES
Officers and Roles - bivio Investment Clubs. Officers and Roles. These are the typical officer roles and typical duties of each officer in an investment club. You can adjust these descriptions to fit your club. It is also fine to spread out some of the administrative functions by having assistants to ABOUT INVESTMENT CLUB WITHDRAWALS About Investment Club Withdrawals. When a member wants to withdraw some or all of his club account, it is important that you handle this the correct way. There are tax and accounting issues associated with a withdrawal. YOU SHOULD NEVER ENTER A WITHDRAWAL OR TELL A MEMBER WHAT THEY ARE OWED WITHOUT KNOWING YOUR BIVIO RECORDS ARE ACCURATE AND UP SAMPLE INVESTMENT CLUB PARTNERSHIP AGREEMENT Here is a sample partnership agreement for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own agreement. AUDITING YOUR CLUB'S RECORDS Auditing Your Club's Records. An annual audit of your club's records helps everyone in the club know your clubs records are correct. Accurate records are an important part of ensuring your tax reporting is correct and your club ownership is being tracked properly. You needto do a
OVERVIEW - INVESTHERS52726 - BIVIO INVESTMENT CLUBS Refer a new club to bivio and receive 50 bivio Bucks! Quick Overview. Communications -- Upload and manage files; view and compose email messages. Select Site -- Switch clubs or go to with the Select Site menu at the top. Logout -- Always sign off from bivio if your computer is accessible to others. TAX ALLOCATIONS METHODS bivio allows your club to allocate income and expenses in one of two ways: Time Based. Time based allocations are made in proportion to each members ownership in the club on the date that each taxable item is realized by the club. It is the default and is used by most clubs. Since Time Based allocations are ongoing throughout the tax year, yourBENEFICIARY FORMS
Beneficiary Forms. We do not recommend that clubs have beneficiary forms because, depending on state laws, they may not be a valid way to distribute a partnership interest in the event of a death. If your club distributes assets incorrectly, you may end up in the middle of a dispute with the heirs to the estate. ABOUT INVESTMENT CLUB WITHDRAWALS About Investment Club Withdrawals. When a member wants to withdraw some or all of his club account, it is important that you handle this the correct way. There are tax and accounting issues associated with a withdrawal. YOU SHOULD NEVER ENTER A WITHDRAWAL OR TELL A MEMBER WHAT THEY ARE OWED WITHOUT KNOWING YOUR BIVIO RECORDS ARE ACCURATE AND UPOFFICERS AND ROLES
Officers and Roles - bivio Investment Clubs. Officers and Roles. These are the typical officer roles and typical duties of each officer in an investment club. You can adjust these descriptions to fit your club. It is also fine to spread out some of the administrative functions by having assistants to SAMPLE INVESTMENT CLUB PARTNERSHIP AGREEMENT Here is a sample partnership agreement for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own agreement. OVERVIEW - INVESTHERS52726 - BIVIO INVESTMENT CLUBS Refer a new club to bivio and receive 50 bivio Bucks! Quick Overview. Communications -- Upload and manage files; view and compose email messages. Select Site -- Switch clubs or go to with the Select Site menu at the top. Logout -- Always sign off from bivio if your computer is accessible to others. INVESTMENT CLUB STATE TAX REQUIREMENTS Starred states included with bivio subscription. Filing option for other states. State - State of official club address Club Is Resident - The club is officially headquartered in the state Any Member Resident - Club has members who live in the state, but club headquarters are in a different state Contact Support - Special circumstances may apply to your club. FILES - WEBSITE - BIVIO INVESTMENT CLUBS /Public/a20100624.html /Public/aardvark66223-benchmark-report.html /Public/abodi-benchmark-report.html /Public/accountSync-Automatic-Data-Entry-Description.html HOW TO HANDLE "COMPANY PAID" COMMISSIONS AND FEES Some companies offering Dividend Reinvestment Plans (DRIP's) pay expenses such as commissions and fees on the behalf of plan participants. These commissions and fees, which are paid by the company, are considered by the IRS to be additional dividend income for your club in the year in which they are paid. FIRST LET’S TALK ABOUT EXPENSES. WE AN 25% 20% 25% 20% 10% 12/15/2009 Clubdinnerat Restaurant Total Bill $200 Pd withClubCheck Choice 1‐Default. Allocate Proportionally 50 40 5040 20
INVESTMENT CLUB ACCOUNTING, TAX PREPARATION AND bivio provides investment club accounting and hedge fund management services, including investment partnership accounting and tax software, private and public websites and message boards, andinvestment advice.
BIVIO INVESTMENT CLUBS bivio Investment Clubs. New to bivio? Please Register. Secure Login. Please enter your login information. User ID or Email: Password:BENEFICIARY FORMS
Beneficiary Forms. We do not recommend that clubs have beneficiary forms because, depending on state laws, they may not be a valid way to distribute a partnership interest in the event of a death. If your club distributes assets incorrectly, you may end up in the middle of a dispute with the heirs to the estate. SAMPLE INVESTMENT CLUB OPERATING PROCEDURES Sample Investment Club Operating Procedures. Here is a sample of Operating Procedures for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own. Your operating procedures will establish how you will runyour club.
DISBANDING YOUR INVESTMENT CLUB Disbanding Your Investment Club. If your club is disbanding you need to follow this process: Develop your plan. Start to decide whether you are going to sell all of your stocks or transfer them to your members. There can be tax advantages to transferring appreciated stock to withdrawing members but it is a very complex process to do correctly. OVERVIEW - INVESTHERS52726 - BIVIO INVESTMENT CLUBS Refer a new club to bivio and receive 50 bivio Bucks! Quick Overview. Communications -- Upload and manage files; view and compose email messages. Select Site -- Switch clubs or go to with the Select Site menu at the top. Logout -- Always sign off from bivio if your computer is accessible to others. SAMPLE INVESTMENT CLUB PARTNERSHIP AGREEMENT Here is a sample partnership agreement for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own agreement. INVESTMENT CLUB TAX WEBINAR 2021 3 IRS Instructions Form 1065 Form K‐1 Rulebooks Finally, of course we also have to comply with the instructions for filling 2019 SCHEDULE K-1 (FORM 1065) Schedule K-1 (Form 1065) 2019. Page . 2 . This list identifies the codes used on Schedule K-1 for all partners and provides summarized reporting information for partners who file Form 1040 or 1040-SR. FIRST LET’S TALK ABOUT EXPENSES. WE AN 25% 20% 25% 20% 10% 12/15/2009 Clubdinnerat Restaurant Total Bill $200 Pd withClubCheck Choice 1‐Default. Allocate Proportionally 50 40 5040 20
INVESTMENT CLUB ACCOUNTING, TAX PREPARATION AND bivio provides investment club accounting and hedge fund management services, including investment partnership accounting and tax software, private and public websites and message boards, andinvestment advice.
BIVIO INVESTMENT CLUBS bivio Investment Clubs. New to bivio? Please Register. Secure Login. Please enter your login information. User ID or Email: Password:BENEFICIARY FORMS
Beneficiary Forms. We do not recommend that clubs have beneficiary forms because, depending on state laws, they may not be a valid way to distribute a partnership interest in the event of a death. If your club distributes assets incorrectly, you may end up in the middle of a dispute with the heirs to the estate. SAMPLE INVESTMENT CLUB OPERATING PROCEDURES Sample Investment Club Operating Procedures. Here is a sample of Operating Procedures for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own. Your operating procedures will establish how you will runyour club.
DISBANDING YOUR INVESTMENT CLUB Disbanding Your Investment Club. If your club is disbanding you need to follow this process: Develop your plan. Start to decide whether you are going to sell all of your stocks or transfer them to your members. There can be tax advantages to transferring appreciated stock to withdrawing members but it is a very complex process to do correctly. OVERVIEW - INVESTHERS52726 - BIVIO INVESTMENT CLUBS Refer a new club to bivio and receive 50 bivio Bucks! Quick Overview. Communications -- Upload and manage files; view and compose email messages. Select Site -- Switch clubs or go to with the Select Site menu at the top. Logout -- Always sign off from bivio if your computer is accessible to others. SAMPLE INVESTMENT CLUB PARTNERSHIP AGREEMENT Here is a sample partnership agreement for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own agreement. INVESTMENT CLUB TAX WEBINAR 2021 3 IRS Instructions Form 1065 Form K‐1 Rulebooks Finally, of course we also have to comply with the instructions for filling 2019 SCHEDULE K-1 (FORM 1065) Schedule K-1 (Form 1065) 2019. Page . 2 . This list identifies the codes used on Schedule K-1 for all partners and provides summarized reporting information for partners who file Form 1040 or 1040-SR. FIRST LET’S TALK ABOUT EXPENSES. WE AN 25% 20% 25% 20% 10% 12/15/2009 Clubdinnerat Restaurant Total Bill $200 Pd withClubCheck Choice 1‐Default. Allocate Proportionally 50 40 5040 20
BENEFICIARY FORMS
Beneficiary Forms. We do not recommend that clubs have beneficiary forms because, depending on state laws, they may not be a valid way to distribute a partnership interest in the event of a death. If your club distributes assets incorrectly, you may end up in the middle of a dispute with the heirs to the estate. TAX ALLOCATIONS METHODS bivio allows your club to allocate income and expenses in one of two ways: Time Based. Time based allocations are made in proportion to each members ownership in the club on the date that each taxable item is realized by the club. It is the default and is used by most clubs. Since Time Based allocations are ongoing throughout the tax year, your ABOUT INVESTMENT CLUB WITHDRAWALS About Investment Club Withdrawals. When a member wants to withdraw some or all of his club account, it is important that you handle this the correct way. There are tax and accounting issues associated with a withdrawal. YOU SHOULD NEVER ENTER A WITHDRAWAL OR TELL A MEMBER WHAT THEY ARE OWED WITHOUT KNOWING YOUR BIVIO RECORDS ARE ACCURATE AND UPOFFICERS AND ROLES
Officers and Roles - bivio Investment Clubs. Officers and Roles. These are the typical officer roles and typical duties of each officer in an investment club. You can adjust these descriptions to fit your club. It is also fine to spread out some of the administrative functions by having assistants to INVESTMENT CLUB TAX WEBINAR 2021 3 IRS Instructions Form 1065 Form K‐1 Rulebooks Finally, of course we also have to comply with the instructions for filling FILES - WEBSITE - BIVIO INVESTMENT CLUBS /Public/a20100624.html /Public/aardvark66223-benchmark-report.html /Public/abodi-benchmark-report.html /Public/accountSync-Automatic-Data-Entry-Description.html CLUB ACCOUNTING CONCEPTS Basic Concepts 3 divided by the total number of units owned by all club members. See Valuation Date for more detail. (Note that traditional investment THIS LIST IDENTIFIES THE CODES USED ON SCHEDULE K-1 FOR Schedule K-1 (Form 1065) 2011. Page . 2 . This list identifies the codes used on Schedule K-1 for all partners and provides summarized reporting information for partners who file Form 1040. PARTIAL MEMBER WITHDRAWALS A member makes a partial withdrawal and is paid out with cash on hand. Effect on the Withdrawing Member: The withdrawing member's cost basis in the club is reduced by the amount of the withdrawal, down to, but not below, zero. If the withdrawal amount exceeds their cost basis in the club, they must treat the excess as a capital gain in the year FIRST LET’S TALK ABOUT EXPENSES. WE AN 25% 20% 25% 20% 10% 12/15/2009 Clubdinnerat Restaurant Total Bill $200 Pd withClubCheck Choice 1‐Default. Allocate Proportionally 50 40 5040 20
INVESTMENT CLUB ACCOUNTING, TAX PREPARATION AND bivio provides investment club accounting and hedge fund management services, including investment partnership accounting and tax software, private and public websites and message boards, andinvestment advice.
BIVIO INVESTMENT CLUBS bivio Investment Clubs. New to bivio? Please Register. Secure Login. Please enter your login information. User ID or Email: Password: TAX ALLOCATIONS METHODS bivio allows your club to allocate income and expenses in one of two ways: Time Based. Time based allocations are made in proportion to each members ownership in the club on the date that each taxable item is realized by the club. It is the default and is used by most clubs. Since Time Based allocations are ongoing throughout the tax year, your SAMPLE INVESTMENT CLUB OPERATING PROCEDURES Sample Investment Club Operating Procedures. Here is a sample of Operating Procedures for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own. Your operating procedures will establish how you will runyour club.
ABOUT INVESTMENT CLUB WITHDRAWALS About Investment Club Withdrawals. When a member wants to withdraw some or all of his club account, it is important that you handle this the correct way. There are tax and accounting issues associated with a withdrawal. YOU SHOULD NEVER ENTER A WITHDRAWAL OR TELL A MEMBER WHAT THEY ARE OWED WITHOUT KNOWING YOUR BIVIO RECORDS ARE ACCURATE AND UP DISBANDING YOUR INVESTMENT CLUB Disbanding Your Investment Club. If your club is disbanding you need to follow this process: Develop your plan. Start to decide whether you are going to sell all of your stocks or transfer them to your members. There can be tax advantages to transferring appreciated stock to withdrawing members but it is a very complex process to do correctly. SAMPLE INVESTMENT CLUB PARTNERSHIP AGREEMENT Here is a sample partnership agreement for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own agreement. OVERVIEW - INVESTHERS52726 - BIVIO INVESTMENT CLUBS Refer a new club to bivio and receive 50 bivio Bucks! Quick Overview. Communications -- Upload and manage files; view and compose email messages. Select Site -- Switch clubs or go to with the Select Site menu at the top. Logout -- Always sign off from bivio if your computer is accessible to others. AUDITING YOUR CLUB'S RECORDS Auditing Your Club's Records. An annual audit of your club's records helps everyone in the club know your clubs records are correct. Accurate records are an important part of ensuring your tax reporting is correct and your club ownership is being tracked properly. You needto do a
FIRST LET’S TALK ABOUT EXPENSES. WE AN 25% 20% 25% 20% 10% 12/15/2009 Clubdinnerat Restaurant Total Bill $200 Pd withClubCheck Choice 1‐Default. Allocate Proportionally 50 40 5040 20
INVESTMENT CLUB ACCOUNTING, TAX PREPARATION AND bivio provides investment club accounting and hedge fund management services, including investment partnership accounting and tax software, private and public websites and message boards, andinvestment advice.
BIVIO INVESTMENT CLUBS bivio Investment Clubs. New to bivio? Please Register. Secure Login. Please enter your login information. User ID or Email: Password: TAX ALLOCATIONS METHODS bivio allows your club to allocate income and expenses in one of two ways: Time Based. Time based allocations are made in proportion to each members ownership in the club on the date that each taxable item is realized by the club. It is the default and is used by most clubs. Since Time Based allocations are ongoing throughout the tax year, your SAMPLE INVESTMENT CLUB OPERATING PROCEDURES Sample Investment Club Operating Procedures. Here is a sample of Operating Procedures for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own. Your operating procedures will establish how you will runyour club.
ABOUT INVESTMENT CLUB WITHDRAWALS About Investment Club Withdrawals. When a member wants to withdraw some or all of his club account, it is important that you handle this the correct way. There are tax and accounting issues associated with a withdrawal. YOU SHOULD NEVER ENTER A WITHDRAWAL OR TELL A MEMBER WHAT THEY ARE OWED WITHOUT KNOWING YOUR BIVIO RECORDS ARE ACCURATE AND UP DISBANDING YOUR INVESTMENT CLUB Disbanding Your Investment Club. If your club is disbanding you need to follow this process: Develop your plan. Start to decide whether you are going to sell all of your stocks or transfer them to your members. There can be tax advantages to transferring appreciated stock to withdrawing members but it is a very complex process to do correctly. SAMPLE INVESTMENT CLUB PARTNERSHIP AGREEMENT Here is a sample partnership agreement for a typical investment club which uses bivio for their accounting. Next to each topic is a link to a page which discusses considerations you might make when incorporating it into your own agreement. OVERVIEW - INVESTHERS52726 - BIVIO INVESTMENT CLUBS Refer a new club to bivio and receive 50 bivio Bucks! Quick Overview. Communications -- Upload and manage files; view and compose email messages. Select Site -- Switch clubs or go to with the Select Site menu at the top. Logout -- Always sign off from bivio if your computer is accessible to others. AUDITING YOUR CLUB'S RECORDS Auditing Your Club's Records. An annual audit of your club's records helps everyone in the club know your clubs records are correct. Accurate records are an important part of ensuring your tax reporting is correct and your club ownership is being tracked properly. You needto do a
FIRST LET’S TALK ABOUT EXPENSES. WE AN 25% 20% 25% 20% 10% 12/15/2009 Clubdinnerat Restaurant Total Bill $200 Pd withClubCheck Choice 1‐Default. Allocate Proportionally 50 40 5040 20
MEMBER WITHDRAWAL REPORT The Member Withdrawal Report is a very important report which contains information a member may need to report on his personal taxes (See Gain/(Loss) Realized on Withdrawal below). This information is in addition to the information that will be shown on the K-1 he will also receive for the tax year. A copy of it should be given to him when he receives his withdrawal payout. MEMBER CONTRIBUTIONS Member Contributions. Part of being in an investment club is making regular contributions so that the club has money to invest. It's important that people understand that the club needs to be able to count on this or it will not be able to operate effectively. Monthly contributions to an investment club are as important as bringing abowling
DISBANDING YOUR INVESTMENT CLUB Disbanding Your Investment Club. If your club is disbanding you need to follow this process: Develop your plan. Start to decide whether you are going to sell all of your stocks or transfer them to your members. There can be tax advantages to transferring appreciated stock to withdrawing members but it is a very complex process to do correctly. AUDITING YOUR CLUB'S RECORDS Auditing Your Club's Records. An annual audit of your club's records helps everyone in the club know your clubs records are correct. Accurate records are an important part of ensuring your tax reporting is correct and your club ownership is being tracked properly. You needto do a
OFFICERS AND ROLES
Officers and Roles - bivio Investment Clubs. Officers and Roles. These are the typical officer roles and typical duties of each officer in an investment club. You can adjust these descriptions to fit your club. It is also fine to spread out some of the administrative functions by having assistants toNEE TICKER RESEARCH
Nextera Energy Research Links. Nextera Energy Investor Relations; Yahoo Finance Page; Morningstar Page; MSN Money Page 2019 SCHEDULE K-1 (FORM 1065) Schedule K-1 (Form 1065) 2019. Page . 2 . This list identifies the codes used on Schedule K-1 for all partners and provides summarized reporting information for partners who file Form 1040 or 1040-SR. THIS LIST IDENTIFIES THE CODES USED ON SCHEDULE K-1 FOR Schedule K-1 (Form 1065) 2013 Page 2 This list identifies the codes used on Schedule K-1 for all partners and provides summarized reporting information for partners who file Form 1040. HOW TO HANDLE "COMPANY PAID" COMMISSIONS AND FEES Some companies offering Dividend Reinvestment Plans (DRIP's) pay expenses such as commissions and fees on the behalf of plan participants. These commissions and fees, which are paid by the company, are considered by the IRS to be additional dividend income for your club in the year in which they are paid. FIRST LET’S TALK ABOUT EXPENSES. WE AN 25% 20% 25% 20% 10% 12/15/2009 Clubdinnerat Restaurant Total Bill $200 Pd withClubCheck Choice 1‐Default. Allocate Proportionally 50 40 5040 20
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_"I can't imagine trying to effectively manage an investment club without using Bivio. It is very intuitive, and easy to use for non-accountant and non-technical types. It makes tracking investments and preparing the club's taxes and investors K-1 forms a breeze. Thank you for your great product and service!"-Joe M., KS_ _"Thank you for all your help and wonderful service over the years. There's no question that bivio is one of the best things that ever happened to investment clubs."-Bev T., WA_ _"Bivio is great software. To be able to correct historical transactions and have them flow into today's member values and last year's tax returns is fantastic. I'm a CPA so I know good accounting software when I see it!"-Alec P., NC_Club Cafe
Why Start an Investment Club? Reorg/Cost Basis Update FLIR merger with TDY Hi Kim, This was a cash plus stock merger so it is more difficult to enter.A If you can send ...What do you think?
Laurie
Frederiksen - The Club Cafe - 05/28/202105/28/2021 GMTUninvested Cash
Thanks to everyone for your input on this topic! Very helpful and much appreciated! Len Delmolino Massachusetts High Flyers Investment ...What do you think?
Leonard
J Delmolino - The Club Cafe - 05/28/202105/28/2021 GMTExpenses
Thanks. I would agree with all you said. I guess I just wanted to be sure. On Monday, May 17, ...What do you think?
Karen
Wilson - The Club Cafe - 05/18/202105/18/2021 GMT Capital Loss/Gain report The gain/loss will depend on whether you sold shares before or after the merger with JAZZ.A The merger was also ...What do you think?
Paul
Moeller - The Club Cafe - 05/14/202105/14/2021 GMTLate payments
We use TDAmeritrade as the brokerage account.A We do keep a separate bank account, but only as an easy means ...What do you think?
James
P. Dickerson - The Club Cafe - 05/01/202105/01/2021 GMT Synching Tax Lots from TDAmeritrads There is no information in the data file read by AccountSync that indicates which lots were sold.A A Therefore,A AccountSync ...What do you think?
Paul
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