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Laurie,  

Thank you so much for your help throughout the years especially with my questions about missing pennies and you always graciously handled them as a professional.  

Congratulations on your well deserved retirement as I'm sure you have earned it.  I know you'll soon think it's the best decision you've made in years.  Enjoy the new chapter in your life.  You'll be missed in the bivio Club Cafe. 

Steve Foster
Circle of Friends

On Thursday, March 31, 2022, 11:19:49 AM PDT, 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+

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Hi Laurie,

Thank you so much.  You have been a tremendous help/support to me and my club partners over the years.   We are so grateful.
 I certainly will miss you.  

Congratulations and Best Wishes for your retirement.  Enjoy this new chapter in your life.


Sincerely,
Pozella Wilder
Shiloh Inv. Club #2 



-----Original Message-----
From: Laurie Frederiksen <laurie@bivio.biz>
To: The Club Cafe <club_cafe@bivio.com>
Sent: Thu, Mar 31, 2022 2:19 pm
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

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, Thank you so much for helping me with learning the ins and outs of being a club treasurer. . I really was pulling my hair out learning how to keep track of everything. The tax webinars were extremely helpful and a good review year after year. I appreciate your excellent teaching skills and patience. Best wishes.

Marianna Hrynko Lakeland Ladies Investment Club

On 3/31/2022 2:19 PM, Laurie Frederiksen 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

Laurie-

We have never met. Yet, you have been a steady and reliable source of clear and helpful information.

Thank you and good luck.

Bernie Khoury
Venetian Bulls and Bears

On Thu, Mar 31, 2022 at 9:16 PM Marianna Hrynko via bivio.com <user*24539400001@bivio.com> wrote:

Laurie, Thank you so much for helping me with learning the ins and outs of being a club treasurer. . I really was pulling my hair out learning how to keep track of everything. The tax webinars were extremely helpful and a good review year after year. I appreciate your excellent teaching skills and patience. Best wishes.

Marianna Hrynko Lakeland Ladies Investment Club

On 3/31/2022 2:19 PM, Laurie Frederiksen 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

Congrats on retirement/ good luck and thanks for all of your help and expertise! 

Penny Foy 

Sent from my iPhone Penny Foy 319-432-1998

On 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

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, thank you for all that you have done for me and everyone else.

May you enjoy your retirement, you deserve it!

Take care, stay healthy and enjoy your retirement!

Wilma

On Thursday, March 31, 2022, 09:16:32 PM CDT, Mediacom via bivio.com <user*21931100001@bivio.com> wrote:


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

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 recall the first year our club joined Bivio, on a Saturday night during tax season I needed an answer to a question, and decided to email  Bivio support in hopes of getting an answer by Tuesday.  I was shocked to find your reply in my inbox Sunday morning.  Your commitment and dedication to helping your clients is unparalleled  and we 
Thank You a thousand times over for all your help!!!

My you enjoy a wonderful retirement.  You've earned it.

Sincerely,
Gary Sergio
Sidney Investment Club


On Mar 31, 2022, at 2:19 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

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,

Thank you for all you have done over the years. Your support has been amazing. 

I wish you all the best as you start this new chapter in life.

Best regards,

Ty Hughes



On Mar 31, 2022, at 2:19 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

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


Congratulations,  Laurie, and please know that you will be missed. I appreciate all you've graciously done for us and wish you good luck.   Take Care, Susan



Sent from my Verizon, Samsung Galaxy smartphone


-------- Original message --------
From: Laurie Frederiksen <laurie@bivio.biz>
Date: 3/31/22 11:20 AM (GMT-08:00)
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

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,

I was shocked to see you were leaving - but you do deserve a GREAT retirement. Your calm and helpful assistance will be missed.

Renee

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

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,

Thank YOU for all the gracious help you have provided to clubs over the years. Have a long and wonderful retirement!

Jeri Morgan, Mutual Investors Group of Cheney

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Laurie Frederiksen
Sent: Thursday, March 31, 2022 11:20 AM
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

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

Thank you, Laurie, for all you have done for this group of Investor / Treasurers. You will be greatly missed.

Thanks for your service.

Curtis Meaux, CPA Retired

Cpmeaux51@att.net

318-229-6665 (cell)

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Laurie Frederiksen
Sent: Thursday, March 31, 2022 1:20 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

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,

Thanks for all the help you have given our club, Mt. Ararat, over the years. Hope you enjoy your retirement.
You certainly deserve it.

Ann

On Thu, Mar 31, 2022 at 2:19 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

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

Wow... You will certainly be missed. This is our first year with Bibio and you've been really great to us. 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

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

Thank you everyone for the kind thoughts. They mean a lot to me.

It has been my pleasure to work with you all.

Wishing all of your clubs much success 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


On Sun, Apr 3, 2022 at 10:26 PM Suwanee Money Honeys Investment Club via bivio.com <user*39017100001@bivio.com> wrote:
Wow... You will certainly be missed. This is our first year with Bibio and you've been really great to us. 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!
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