You certainly will be missed by everyone bivio. You have been a great help with both the clubs I belong to. So professional and knowledgeable and always willing to share your expertise and very gracious and kindly.
Enjoy you retirement to the utmost and for a very long time.
Marty E.
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Laurie Frederiksen Sent: Thursday, March 31, 2022 2:20 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
You certainly will be missed by everyone bivio. You have been a great help with both the clubs I belong to. So professional and knowledgeable and always willing to share your expertise and very gracious and kindly.
Enjoy you retirement to the utmost and for a very long 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
Laurie, thanks for all your help with all my questions. Enjoy a well earned retirement.
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Carole Schmieder via bivio.com Sent: Thursday, March 31, 2022 7:36 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] It's Time
You certainly will be missed by everyone bivio. You have been a great help with both the clubs I belong to. So professional and knowledgeable and always willing to share your expertise and very gracious and kindly.
Enjoy you retirement to the utmost and for a very long 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
You certainly will be missed by everyone bivio. You have been a great help with both the clubs I belong to. So professional and knowledgeable and always willing to share your expertise and very gracious and kindly.
Enjoy you retirement to the utmost and for a very long 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
Congratulations on a job well done. We've been a club for 29 years and without your help and Bivio's I'm not certain we would still exist. You certainly made the journey a more enjoyable and you will be missed.
Jimmy Dickerson
Sent from my iPad
On Mar 31, 2022, at 5:26 PM, Martin J Eckerle via bivio.com <user*12801300001@bivio.com> wrote:
Hi Laurie,
You certainly will be missed by everyone bivio. You have been a great help with both the clubs I belong to. So professional and knowledgeable and always willing to share your expertise and very gracious and kindly.
Enjoy you retirement to the utmost and for a very long time.
Marty E.
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Laurie Frederiksen Sent: Thursday, March 31, 2022 2:20 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
You have been invaluable to Womens' Investment Group. You have helped us with so many problems over the years. Happy Retirement. We will miss you.
Joan Favero
On Friday, April 1, 2022, 11:10:01 AM PDT, James Dickerson via bivio.com <user*78700001@bivio.com> wrote:
Laurie,
Congratulations on a job well done. We've been a club for 29 years and without your help and Bivio's I'm not certain we would still exist. You certainly made the journey a more enjoyable and you will be missed.
Jimmy Dickerson
Sent from my iPad
On Mar 31, 2022, at 5:26 PM, Martin J Eckerle via bivio.com <user*12801300001@bivio.com> wrote:
Hi Laurie,
You certainly will be missed by everyone bivio. You have been a great help with both the clubs I belong to. So professional and knowledgeable and always willing to share your expertise and very gracious and kindly.
Enjoy you retirement to the utmost and for a very long time.
Marty E.
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Laurie Frederiksen Sent: Thursday, March 31, 2022 2:20 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