I’m still working on sorting out the cost basis of our JIG portfolio for those stocks acquired in multiple instances since I don’t think we can use a mixed basis if we transfer only a portion of a particular holding to John. I also have not started drafting whatever agreement we’ll be signing so the stocks can be transferred to John. My neighbor has submitted a request for a replacement notary stamp so that she will be able to come an notarize the letter of agreement once we’re ready.
Regarding a meeting this coming week, Peg isn’t available on Monday (and has sent me her check for December), I’m busy Tuesday, Maryellen isn’t available on Wednesday and I’m flying out early Thursday morning. So, I’m thinking we should wait to have our next meeting in January. Hoping Peg won’t have classes on Monday nights again and we can meet on January 15, 2018.
If anyone has any input, let me/us know.
Betsy
