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 Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



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 Become our Facebook friend!  www.facebook.com/bivio Follow us on twitter!  www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

Laurie,
I hope it was nothing I said.
In any event, have a great retirement from someone who has done it before.
Cannot be beat.
Have a long and healthy retirement



Bernard Worst



Mobile: 201-694-2523 Email: bworst@yahoo.com

Address: 5 Bayard Road, Somerset, NJ 08873-7205

I hope you enjoy retirement as much as possible.

Thank you for all your help over these years.

Diane Ellison



Enjoy a well-deserved retirement, Laurie! Thank you for all the help you have given us over the years - I've learned so much. We will miss you...

Ann

Money Mavens

On Thu, Mar 31, 2022 at 12:14 PM Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:

Laurie,

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 Become our Facebook friend!  www.facebook.com/bivio Follow us on twitter!  www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

Hi Laurie,

For a long time now you’ve been a gracious “go-to” person for all things bivio.  You will be missed, but enjoy your well-earned retirement.

Take Care,

    Lynn

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 Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



Enjoy a well-deserved retirement, Laurie! Thank you for all the help you have given us over the years - I've learned so much. We will miss you...

Ann

Money Mavens

On Thu, Mar 31, 2022 at 12:14 PM Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:

Laurie,

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 Become our Facebook friend!  www.facebook.com/bivio Follow us on twitter!  www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe