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Subject:  Re: sign of times? Date:  11/3/2017  1:57 PM
Author:  GreenMartianX Number:  2268 of 3780

does buying it for him in his account with you wreck computing your returns?

no, just creates more work
we will open another taxable account ('unmanaged') and
I will move this stock over to that account
and then go back and erase any sign of this transaction in the managed side
(I'll put a note in his file to document the whole thing)

ordinarily, it would have been nicer for him to open the account himself but he wanted the stock immediately; only the 2nd time this has happened in 23 years...
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