A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
Thank you for your bottomless cup of support to all who needed it over the years.
All the Best to you and Paul and the happiest of Trillium-laced trails ahead,
Mark and Wendy Robertson
On Thu, Mar 31, 2022 at 2:20 PM Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
Congratulations, Laurie! Thank you for helping our little club work through several accounting issues over the years. As someone who retired just over a year ago, I hope you find the
decision to retire to be one of the best decisions you ever made!
Howard Saltzman
From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Laurie Frederiksen <laurie@bivio.biz> Sent: Thursday, March 31, 2022 1:19 PM To: The Club Cafe <club_cafe@bivio.com> Subject: [club_cafe] It's TIme
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped
you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words
have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen
Invest with your friends! www.bivio.com
Laura, you have been a great help to me with issues dealing with partnership posting and corrections. Could not have done it without you. We have made a decision to close the partnership due to age of the members. Before you go please tell me (as the treasurer) where to find the instructions for closing the partnership. Thanks for all your trainings, your patience, and your guidance for all things BIVIO AND PARTNERSHIP related.
Ruthy Sellers
On Thu, Mar 31, 2022 at 1:20 PM Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
Congratulations, Laurie! Thank you for helping our little club work through several accounting issues over the years. As someone who retired just over a year ago, I hope you find the
decision to retire to be one of the best decisions you ever made!
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped
you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words
have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen
Invest with your friends! www.bivio.com
Hey Laurie. Thanks so much for being such a great resource for all of us treasurers and club members. You are such a graciously helpful person, I feel like just giving you a big internet hug! Best wishes to you in the future.
Vic Scango
vics@mchsi.com
Treasurer, Comet Investment Club
On Mar 31, 2022, at 2:42 PM, Ruthy Sellers via bivio.com <user*30367800001@bivio.com> wrote:
Laura, you have been a great help to me with issues dealing with partnership posting and corrections. Could not have done it without you. We have made a decision to close the partnership due to age of the members. Before you go please tell me (as the treasurer) where to find the instructions for closing the partnership. Thanks for all your trainings, your patience, and your guidance for all things BIVIO AND PARTNERSHIP related.
Ruthy Sellers
On Thu, Mar 31, 2022 at 1:20 PM Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
Sorry to see you go but I wish you the best and enjoy your retirement.
Thank you for everything you've done. It's greatly appreciated.
John Grajczyk
On Thu, Mar 31, 2022 at 2:20 PM Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
Good Luck, Laurie! Does Bivio have your replacement? Hard job to fill.
Jeanne Wu
Market Mavens
On Thu, Mar 31, 2022 at 11:20 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
Congratulations, Laurie! Thank you for helping our little club work through several accounting issues over the years. As someone who retired just over a year ago, I hope you find the
decision to retire to be one of the best decisions you ever made!
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped
you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words
have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen
Invest with your friends! www.bivio.com
Thank you for your bottomless cup of support to all who needed it over the years.
All the Best to you and Paul and the happiest of Trillium-laced trails ahead,
Mark and Wendy Robertson
On Thu, Mar 31, 2022 at 2:20 PM Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
The struggle itself toward the heights, is enough to fill a man's heart. One must imagine Sisyphus happy.
~ Albert Camus
Margot Herkes on
Laurie
You have always been a consummate professional and a true asset to our club. Wish you well.
Margot
Sent from my iPhone
On Mar 31, 2022, at 2:20 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
The saying is no one is irreplaceable. That may be true, but you are as close as anybody I have ever known.
Be well and ENJOY.
Bob
Oh Yes, THANK YOU.
On Thu, Mar 31, 2022 at 2:20 PM Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
We will certainly miss you Laurie. Good luck with your future endeavors.
Mike Grove
On Thu, Mar 31, 2022 at 11:20 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
You will be missed by many. You put a personal face on what is often 'faceless software' and it has been appreciated.
Best wishes!
Linda
On Thu, Mar 31, 2022 at 11:20 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com
You will be missed by many. You put a personal face on what is often 'faceless software' and it has been appreciated.
Best wishes!
Linda
On Thu, Mar 31, 2022 at 11:20 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
A little over 14 years ago, I started working for bivio. Today I am moving on. It's time to retire.
The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the Internet that I'm aware of.
Over the past 14 years, we've learned together and adapted to the continual changes the IRS has thrown us. We've overcome changes to related party reporting, tax form due date, cost basis reporting, CPAR reporting and now foreign reporting.
I've helped you tackle issues you've run into with wash sales, DRIP's, REIT's, withdrawal stock transfers and the numerous odd and assorted ways that companies have reorganized. I've helped you understand partnership accounting and taxation and I've helped you start clubs and help you disband them.
We've ridden the ups and downs of the stock market together and learned and become more confident and knowledgeable investors.
We've used the opportunity to deepen friendships by investing with our friends and made a commitment to pursuing a better life for ourselves by taking ownership of our finances.
During all these changes you've persevered and adapted, usually with grace, encouragement and gratitude for the help I've tried to provide to shepherd your clubs through keeping your records correctly and filing correct club taxes each year. Your kind words have meant a lot to me.
I will miss you all. Wishing you much investing success and lots of fun in the coming years.
Laurie Frederiksen Invest with your friends! www.bivio.com