Laurie, we will miss you. You have been so helpful ☺ I hope your retirement is everything you want it to be . I have so appreciated your professionalism especially these past months . Susie Reather Quest for Gains Club.
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From: "Mark Robertson via bivio.com" <firstname.lastname@example.org>
Date: 3/31/22 11:27 AM (GMT-08:00)
Subject: Re: [club_cafe] It's TIme
You bring Investing With Your Friends to life.
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
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.
Invest with your friends!
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