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
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
Have a great retirement Laurie. We will miss you!!
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
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
Carolyn Sturgis on
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
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
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
bworst on
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
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
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.
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
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
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
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
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
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
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