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
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
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
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
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
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
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
ThankYou 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
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
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
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
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
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
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
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
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