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Laurie,
Thanks so much for the knowledge you've very patiently conveyed to us all over the years. My club is relatively new but we appreciate as much as any club all your hard work on our behalf.
Enjoy retirement!!!
Val Johnson
Brooklyn Wealth Collective


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

Laurie, 

Congratulations on your retirement.  You've have always been there for us. Enjoy, Enjoy Enjoy!!


On Thursday, March 31, 2022, 03:03:12 PM EDT, Margot Herkes via bivio.com <user*37004200001@bivio.com> wrote:


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

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

Have a great retirement Laurie. We will miss you!!Heart Eyes

Larry Reno 
Good judgement comes from experience. Experience comes from bad judgement--Mark Twain
Stay positive....Test negative!!


-----Original Message-----
From: M. D. via bivio.com <user*9437600001@bivio.com>
To: club_cafe@bivio.com <club_cafe@bivio.com>
Sent: Thu, Mar 31, 2022 3:31 pm
Subject: Re: [club_cafe] It's TIme

Laurie, 

Congratulations on your retirement.  You've have always been there for us. Enjoy, Enjoy Enjoy!!


On Thursday, March 31, 2022, 03:03:12 PM EDT, Margot Herkes via bivio.com <user*37004200001@bivio.com> wrote:


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

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 thank you for all the help that you have given us over
the years! Very much appreciated! Congratulations and best
wishes for a great retirement!

Len Delmolino
Massachusetts High Flyers Investment Club
Laurie,

Enjoy retirement!  Thank you for all your help and advice.  You made being treasurer relatively easy.

Carolyn Sturgis 

Sent from my iPhone

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,
You have been just an email away through many strange and baffling situations I have had to deal with as treasurer. Your responses have be quick, clear, and positive. I thank you for your support and assistance. I am sure you are training your successors to be as kind and able as you are. But you will be missed. I
Enjoy your retirement.
Peg wentworth, Womens Investment Network

On Thu, Mar 31, 2022 at 3:43 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Laurie,

We thank you for all the help that you have given us over
the years! Very much appreciated! Congratulations and best
wishes for a great retirement!

Len Delmolino
Massachusetts High Flyers Investment Club
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
Laurie:

Congratulations on your retirement and our investment club will miss you.  Thank you for your excellent service.

John Bahr
North Texas Model Investment Club

On Thursday, March 31, 2022, 01:20:10 PM CDT, 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 on your retirement. It seems like only a few years ago bivio started up as an on-line service and you've been a part of our collective experience, it seems like forever. Where has the time flown? I wish you well, happiness and good health on your journeys. Thank you for all you've done for the investment club community. We will miss you.

John Munn
Capitol Investors Investment Club
Troy, NY

On Thu, Mar 31, 2022 at 3:54 PM Bernard Worst via bivio.com <user*16855300001@bivio.com> wrote:
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

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 your support over the years. Good luck in your retirement!
Glen

Sent from my iPhone

On Mar 31, 2022, at 12:41 PM, Ann Dexheimer via bivio.com <user*102500001@bivio.com> wrote:


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

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

Laurie: thank you for all the help you have given our club throughout the years. You will be missed. Enjoy your retirement.

Anna

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

Laurie - Best of luck in your retirement. I want to echo the accolades of the many others in how helpful you have been over the years. You represented the BIVIO community in an exemplary fashion. We can only hope your successor can measure up to the standard you have set. Thanks for all your work.

Ray Barnes

Former Treasurer Celestial Investors

On 3/31/2022 1:19 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

Hi Laurie,  Thanks so much for helping us out.  You were always there at a moments notice.  We will miss you!!  Enjoy your well deserved retirement.

Carolyn Louie
Money Mavens

Sent from my iPhone

On Mar 31, 2022, at 12:21 PM, Ann Dexheimer via bivio.com <user*102500001@bivio.com> wrote:


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