Matt Fizell, CFP® (@mattfizell) 's Twitter Profile
Matt Fizell, CFP®

@mattfizell

Proverbs 28:1 🦁| Owner of Harmony Wealth | Fee-Only CFP® Medical Professionals and Business Owners | Patience always wins | Gamer 🎮 | Twitter is not advice

ID: 594043402

linkhttp://planwithharmony.com calendar_today29-05-2012 21:11:50

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Matt Fizell, CFP® (@mattfizell) 's Twitter Profile Photo

So MichaelKitces ... loved the episode of Kitces&Carl about buying out a firm. What about a partial sale to an outside firm? I could be wrong, but it feels like if the Advisory Firm selling stays in business, there would probably be some additional risk as the buyer? Thoughts?

Matt Fizell, CFP® (@mattfizell) 's Twitter Profile Photo

It's so interesting. The longer I do this, the more I feel my thoughts about "client mistakes" moving from one category to another. Which do you feel is more "true" when it comes to the errors clients make?

Matt Fizell, CFP® (@mattfizell) 's Twitter Profile Photo

Still one of the coolest memories I have! With all the flack Jake Owen got from someone recently, I’ll just say he’s a really awesome person and was super welcoming. You don’t see many artists doing stuff like this! Hope we can make that reunion happen!

Still one of the coolest memories I have! With all the flack <a href="/jakeowen/">Jake Owen</a> got from someone recently, I’ll just say he’s a really awesome person and was super welcoming. You don’t see many artists doing stuff like this! Hope we can make that reunion happen!
Matt Fizell, CFP® (@mattfizell) 's Twitter Profile Photo

I'm curious MichaelKitces and Jeff Levine, CPA/PFS, CFP® ... after a few recent podcasts about acquisitions/promissory notes, what is the tax treatment of a performance-based promissory note? Some are saying it's just a glorified earnout. I'm hearing a lot of conflicting things on the web.

Matt Fizell, CFP® (@mattfizell) 's Twitter Profile Photo

After a Kitces and Carl episode… it got me thinking. We hear a lot about the horror stories of mergers and it being “worse than divorce”. MichaelKitces do you have any shining examples or episodes of this being done well in small firms? Like <75 clients each?

Matt Fizell, CFP® (@mattfizell) 's Twitter Profile Photo

Less than a week until all these political ads are done... for my fellow Wisconsinites, the light at the end of the tunnel is in sight.

Matt Fizell, CFP® (@mattfizell) 's Twitter Profile Photo

Is the CFP Board trying to make CE more complicated than the tax code? "Do more hours". "You can carryforward some hours". "Pro-Bono converts at 3:1 up to 10 hours". And don't even get me started on how bad some CE is.