Podcast appearances and mentions of lyle benson

This milestone episode celebrates 30 years of professional growth and client success, highlighting the dynamic evolution of the financial planning profession and the firm's commitment to innovation and excellence. Five Key Takeaways: The Evolution of a Career in Financial Planning: Growth and succession is vital for a long-lasting impact. Lyle Benson introduces his son Chris. Chris Benson shares his journey from aspiring engineer to CPA financial planner, highlighting the pivotal moments that shaped his career, including his transition from a large CPA firm to the family firm. The Critical Role of Tax Planning: Tax returns form the foundation of the firm's financial planning process. Tax strategy is woven into every aspect of wealth management, creating a seamless, cyclical approach to client service. Fixed Fees vs. AUM Model: The firm operates on a fixed-fee model, aligning services with client value while minimizing conflicts of interest, offering an alternative to traditional AUM-based fees. Technology Transforming the Profession: Advances in technology, such as digital systems and portfolio management tools, have revolutionized client service and firm efficiency. AI is seen as an augmentation tool rather than a replacement for human advisors. The Value of Community and Professional Networks: Active involvement in organizations like the AICPA and peer study groups has provided invaluable support, resources, and growth opportunities for both Chris and the firm. Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Innovative Technology for Integrated Tax and Financial Planning Building a financial planning and tax business Investment advisory business models Build your tax and financial planning advisory services PFP/PFS Drop-in Session - February 26, 2025, at 3pm ET Listen to other episodes in the Deeper CPA Financial Planner Connections podcast series. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

In this episode of "Deeper CPA Financial Planning Connections," Lyle Benson interviews Marianela Collada, CEO of Tobias Financial Advisors, about her career journey, the growth of her firm, and her role on the PFP Executive Committee. Marianela discusses her experience working with high-net-worth clients, the importance of estate and tax planning, and her approach to growing the firm's team and capabilities. She emphasizes the significance of proactive planning, developing new leaders within the firm, and her optimism for the future of the financial planning profession. How does proactive estate and tax planning benefit clients with a net worth between $7.5 million and $60 million? What strategies can financial planners use to provide personalized services to clients who are not ultra-wealthy but still require comprehensive planning? How can effective business succession planning enhance continuity and client service in a financial advisory firm? What are the benefits of incorporating a team-based approach in financial planning to address diverse client needs? How does integrating technology improve the efficiency and accuracy of financial planning processes for clients? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Vol. 2 - The Adviser's Guide to Financial & Estate Planning – 15th Ed Helping clients preserve family unity in the wealth transfer process PFP Section: Your partner in navigating financial planning This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Lyle Benson and his guests discuss how the upcoming AICPA Personal Financial Planning (PFP) Summit scheduled for January 2025 in Charlotte, North Carolina promotes the importance of networking and deepening our peer relationships. This 9th annual PFP Summit is an example of how connecting with other leaders through deep discussions on mutually beneficial topics can benefit both individuals and the CPA financial planning profession. Lyle's conversation with guests includes these topics (and more) and how PFP Summit addresses them: Finding an environment where professionals can engage deeply with a blending expert presentations with participant discussions. Combining both larger interactive group discussions with informal and smaller gatherings that together can solidify long-term professional relationships. Prioritizing the on-going development of community that builds on the initial “study group on steroids,” experience and extends during the year with other formal and informal activities, such as the PFP Summit Presents virtual follow-up meetings. Carving out time to address broader themes providing challenges and opportunities in financial planning, such as leadership, succession planning, and emerging issues like artificial intelligence. The podcast highlights the PFP Summit's unique approach to professional development and community building; looking forward to the new opportunities the 2025 event will offer. Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in the Deeper CPA Financial Planner Connections podcast series. Register for the 2025 PFP Summit to be held in Charlotte, NC on January 26-29, 2025, with a current early bird registration discount.  Attendance is limited to 120 people to encourage networking and interaction. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

In this episode, Lyle Benson and Karen Goodfriend discuss Karen's journey as a CPA financial planner, highlighting her transition from corporate aspirations to a focus on personal financial planning. Karen emphasizes the importance of integrating psychological aspects with technical financial planning, especially for clients experiencing sudden wealth. In this episode of the PFP Section podcast, Lyle Benson interviews Kelley to share more of her story with our community. The conversation includes Karen's experience and perspective on topics like: Benefits and opportunities of remote work Technology's evolving role of technology and its impact on remote collaboration Importance of the supportive CPA financial planning community and mentorship Significance of maintaining a balance between technical expertise and client relationships The CPA financial planner's role in the broader financial planning ecosystem Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series. Technology for a Tax and Financial Planning Services Business Guide Learn more about the pathways for getting educated and attaining your CPA/PFS. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Life inevitably presents us with forks in the road, whether chosen or forced upon us. These transitions can be uncomfortable, requiring us to leave the familiar and step into the unknown. Whether guiding your clients through their life changes or experiencing your own, having a strategy can make these journeys less daunting.  In this Deeper CPA Financial Planner Connections episode of the PFP Section podcast, Lyle Benson, CPA/PFS, CFP® interviews Andrea Millar, RLP®, PCC, CPA/PFS to share her expertise on navigating these uncertain times. Tune in to discover: What to anticipate during significant life transitions The primary source of struggle during periods of uncertainty Practical steps to transform these challenging moments into opportunities for growth and deep satisfaction  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Tune into Susan Bradley's podcast episode, Understanding the human side of life transitions.  Join Andrea in her session at ENGAGE, Navigating the balance: Prioritizing mental wellness for financial professionals. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Kelley Long began her career in big 4 accounting like so many other CPAs. However, she had to quickly shift her path with the fallout that happened after September 11, 2001. Her roles as a bank trust officer and as a workplace financial wellness provider led her to her passion for coaching on the everyday money issues that clients have. In this episode of the PFP Section podcast, Lyle Benson interviews Kelley to share more of her story with our community. The conversation includes the following topics: How did Kelley go from where she was to where she is now, doing her passion work as a financial coach. How did being a member of AICPA's Financial Literacy Commission impact Kelley's work? What are Kelley's thoughts on working in a remote or hybrid environment? What does Kelley want every CPA to know about HSA planning? What does Kelley enjoy doing most and how does she make sure her time and energy are aligned with this? How does Kelley view the future of CPA financial planning? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Read Kelley's article, 9 facts about HSAs that might surprise your clients - Journal of Accountancy. Learn more about the pathways for getting educated and attaining your CPA/PFS. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

The tables are turned on Lyle Benson, CPA/PFS, in this episode of the PFP Section's Deeper CPA Financial Planner Connections series. Dr. Haesun Moon, communication scientist, educator, and author, interviews Lyle to pull out the gold threads of his professional story. They discuss: Lyle's story of beginning in tax and his why behind diving into financial planning at age 29 and starting his own firm at the age of 36.  How leaders in the profession became mentors early in Lyle's career and how this community connection has been the foundation throughout his career.  What it's like to be in a family business with Lyle's son, Chris, and how this can help others who are in family businesses. How Lyle is transitioning and transforming to his next life stage. The changes that Lyle has seen in the CPA financial planning profession over the last 30 years and what has stayed constant. How his firm is evolving to meet the needs of the next generation. How Lyle weaves his role as host and human connector through his professional and personal life.  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Save the date for ENGAGE 2024 where you will find the most technically advanced learning in PFP, tax, and estate planning.  Save the date for Creating your CPA financial planning practice workshop in advance of ENGAGE on June 2nd. Save the date for PFS Live! workshop in advance of ENGAGE on June 2nd.  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Jim Shambo is one of the pioneers of the CPA financial planning profession, the PFP Section, and the PFS Credential. He has a lot of insight to offer on many topics that can be useful takeaways for listeners. In this episode of the Deeper CPA financial planner connections PFP podcast, Lyle Benson facilitates a discussion with Jim to share the highlights of his story. The conversation includes the following topics: How Jim decided to focus on personal financial planning after beginning his career in tax How Jim and a few of his peers laid the foundation for what we have today with the PFP Section and the PFS credential What Jim learned in college that led to his success in his firm, in his service for clients, and as a volunteer for AICPA What approach Jim takes with investing and how his relationship with Vanguard's John Bogle influenced him How Jim planned for a successful retirement and sale of his business How using the creative side of his brain has been Jim's secret to a life well lived Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Save the date for ENGAGE 2024 where you will find the most technically advanced learning in PFP, tax, and estate planning.  Save the date for How to build your CPA financial planning practice workshop in advance of ENGAGE on June 2nd. Save the date for PFS Live! (registration coming soon) in advance of ENGAGE on June 2nd.  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.    

This is part 2 of the PFP Section podcast that marks our CPA financial planning history and celebrates the journey of where we've been to take us into the future. We once again invited other AICPA volunteer leaders into the discussion to help us share our story. In this episode, Lyle Benson, CPA/PFS, Andrea Millar, CPA/PFS, and other CPA financial planners discuss: What are the investment adviser regulatory issues that CPAs need to understand? Why should we all consider embracing calling these services personal financial planning? The purpose behind The Statement on Standards in Personal Financial Planning Services and how this elevates CPAs Why having personal financial planning on the CPA exam will be a game changer? The education that supports the CPA way of providing these services What is the coach approach and why is it so crucial?   What are the attributes you need to flourish into the future? What you get back by being involved in your CPA financial planning profession? Why we all need to come together to leave a legacy? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. The Statement on Standards in Personal Financial Planning Services. The CPA's guide to investment advisory business models and related decision chart and case study.  The evolution of the CPA exam. The education created in the CPA way, including the fundamentals and the certificates. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.    

As with any profession, it's important to understand how we got to where we are today to take us into a successful future. In this 25th episode of the Deeper CPA Financial Planner Connections podcast series, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS discuss how the CPA financial profession got started and led to building a thriving community and resources from there. They also invited other AICPA volunteer leaders to this episode to share their perspectives. The conversation includes: How have CPAs played the role of trusted adviser to individuals since the creation of the accounting profession in 1887? How were personal financial planning services formalized within AICPA to provide robust resources for members? Why was it so important to create the PFP Section in 1986 and add the PFS credential in 1987? Why is the advanced PFP conference a critical aspect of the AICPA PFP community and their learning? Celebration of the incredible member volunteers who have gotten us to where we are and why passionate members are so crucial to our success  We have laid a great foundation with the best of the best resources and learning, authoritative PFP standards, financial planning on the CPA exam, an incomparable community of committed professionals, to name a few. Where do we go from here? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Sid Kess was invited to be a part of this episode. Sadly, he passed away before the recording took place. Sid prepared this dictation, graciously shared by his children, in preparation for the podcast. He focuses on the importance of a holistic approach in personal financial planning and how that also applies in the medical field.  Learn more about the PFP Division history in our 25th anniversary celebration document. Listen to other episodes in this series.  Save the date for ENGAGE 2024 where you will find the most technically advanced learning in personal financial planning, including tax, estate, retirement, risk management, and investment planning.  Save the date for How to create your CPA personal financial planning practice at ENGAGE on June 2nd (for CPAs who need guidance on building their financial planning practice) Save the date for PFS Live! at ENGAGE on June 2nd (for experienced CPA financial planners who qualify for the experienced PFS track) This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Sarah Bradley, CPA/PFS, took a leap from being an employee to being a first-time business owner practicing in tax compliance and personal financial planning. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Sarah to share her story so that you can benefit from her experiences. They discuss: How Sarah made her way to her current role as partner in a CPA financial planning firm How she decided to go from employee to business owner and to a very different role in her work What armed her with the ability to make such a bold decision and build the skills needed What got her through a pandemic the first year in business and a partner diagnosed with brain cancer in the fourth  How her firm decided their service offering, including not to provide investment advice  How she manages time for financial planning in the face of tax compliance deadlines  How coaching and mentoring has supported her along the way What she sees for the future of CPAs in financial planning  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Save the date for ENGAGE 2024 where you will find the most technically advanced learning in PFP, tax, and estate planning.  Save the date for the How to build your CPA financial planning practice workshop in advance of ENGAGE on June 2nd. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Lisa Featherngill, CPA/PFS, is on a mission to make sure the qualitative side of planning gets as much emphasis as the quantitative aspects. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Lisa to share her wisdom so that you can benefit from her experiences. They discuss: How Lisa took the leap from providing tax and financial planning services in a CPA firm environment to joining a large bank What her mom shared with her that helped her make a hard career decision Why her current role is the capstone of her career, bringing all of her experiences together  Her passion for helping her family clients be successful by communicating well, especially in the estate planning area The critical role that CPA financial planners play on a team of advisors How she wants to take her knowledge of planning for the HNW to help those with lesser wealth What she sees for the future of financial planning  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Save the date for ENGAGE 2024 where you will find the most technically advanced learning in PFP, tax, and estate planning.  Use Broadridge Advisor to make complex topics simple for your clients.  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by theCPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Tom Trainor is a CPA financial planner in Canada who has given a lot of volunteer time to the AICPA PFP Division. Tom talks about how collaborating with his peers in this community has kept his practice on the cutting edge. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Tom to share his wisdom so that you can benefit from his experiences. They discuss: The different on ramps that Tom has taken to land with his own family office  How Tom uses technology to keep his firm running smoothly with only 3 owners and employees The differences and similarities between financial planning in Canada, in the US, and in other countries How Tom leads with financial planning to inform all else like estate planning, risk management, and investment planning The way that Tom incorporates human capital into his planning Tom's view that volunteer time is research for his business  Tom's take on the future of the profession and more  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Save the date for ENGAGE 2024 where you will find the most technically advanced learning in PFP, tax, and estate planning.  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Ellen Bruno is a CPA/PFS who has taken a career path that puts her in the seat of serving financial planners who are registered investment advisers. Her experience has always tied closely to money management beginning with her first role out of university with PwC. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, guides Ellen to share how she created her remote firm with 11 employees and words of wisdom about compliance in the RIA world. Ellen answers the following questions: What made you take the leap of faith to begin your own firm 18 years ago? How have you been successful running a business with 11 employees that is 100% remote? What advice do you have for CPAs contemplating providing investment advisory services and intimated by the compliance area? What should CPAs watch out for who are shifting from traditional practice to becoming an RIA? How do you guide CPA RIAs who are fearful of having an SEC audit? What do you see for the future of CPA financial planners in the RIA world? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Be on the look out for the Building Your PFP Business workshop registration link coming to ENGAGE 2024.  If you are contemplating adding investment advisory services to your practice or if you want to make sure you're not crossing the line and need to register, read the CPA's Guide to Investment Advisory Business Models. Ellen consulted on the writing of this guide.  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Clark Blackman started out in tax, moved into financial planning, and eventually honed his expertise in investment advice. He was very likely the first CPA who had a client pay their fees based on assets under management rather than hourly or retainer fees. His experience in large CPA firms paved the way to finally open his own wealth management firm in 2006 where he now works alongside his wife and son. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Clark to learn more about his journey and nuggets of wisdom. Clark answers the following questions: How did you create the successful wealth management firm you have today? Why do you believe the AUM model is the best for your clients? What makes CPAs so well qualified to provide these services? What is most rewarding about your work with clients and how do you structure your day to have as much time for clients as possible? How has volunteering for the AICPA PFP Division enhanced your life and what do you recommend to others who want to have a good volunteer experience? What does the future of the CPA financial planning profession hold and what should we be worried about down the road? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Read the beautifully and simply written AICPA Statement on Standards in Personal Financial Planning Services. These standards came to life under Clark's leadership as chair of the AICPA PFP Executive Committee. They lay out a framework for CPAs to provide financial planning advice in the highest professional manner.  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Dave Stolz started out as a music major and shifted to business and being a CPA along the way. His journey deeper into financial planning began when he lost his dad. This tragedy shifted his perspective on life and took him in a new direction. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dave to learn how he created his financial planning practice and much more. Dave answers the following questions: How did you create the successful financial planning firm you have today? What did you do to shift tax clients to personal financial planning clients? What's most enjoyable in your day-to-day work? How did you end up specializing in divorce planning and writing a book? How are you designing a succession plan that is best for you, your colleagues, and your clients? What are your thoughts on PFS and the future of the CPA financial planning profession? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Join your AICPA PFP community at the next Advanced PFP Conference @ ENGAGE from June 5th through 8th, 2023. Register for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. You can attend in person or online.  Register for the next PFS Live workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

In this special episode of Deeper CPA Financial Planner Connections, Dr. Haesun Moon is back by popular demand. In her fist podcast, she described her simple coaching model that can be used to have more effective conversations with clients and anyone you care about in your life. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Haesun to help you put her communication framework into practice. Dr. Moon answers the following questions: How do we integrate the 4-quadrant model in practice? How does listening for what's the matter point us to what matters most to the client? What key insights have you taken away from listening to 1000s of coaching conversations? How can we have empathy for the client while also keeping focused on what they want most? What's the difference between coaching and consulting? How can tiny nuances in words have a huge impact? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to Dr. Moon's first episode, How to guide clients towards their preferred futures.  This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit every year.  Marie also speaks with Lyle Benson, Program Chair, AICPA & CIMA Personal Financial Planning Summit 2023, shortly after the summit sharing highlights and insights. Guests in order of Appearance: Eddie Kramer, Shareholder and Financial Advisor at Abacus Planning Group Rob Krueger, Senior Principal at Alexander Randolph  Louise Hunter, former financial advisor, now retired​ Kevin Kennedy, Founder of Kennedy Wealth and Tax Management Jonny Swift, Vice President and Director of Social/Digital Strategy at Impact Communications KayDee Cole, Founder and CEO of Clarity Wealth Development Susan Bradley, Founder of the Sudden Money® Institute Lisa Crafford, Director, Head of Business Consulting at BNY Mellon | Pershing Lyle Benson, Founder and President of L.K. Benson & Company

Susan Tillery, CPA/PFS, began her career journey in tax and eventually landed with her own fee for service financial planning firm that she owns with her husband, Tom. Their firm is designed to provide education and planning to their clients, and they team with other advisers to manage investments and do the tax compliance work. They also provide education and other resources to CPAs who want to add financial planning to their offerings. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Susan. Susan answers the following questions: How did you land where you are now and what services do you offer clients? How did you divide responsibilities between you and your partner? What led you to teach other CPAs how to implement your business model and how do you do this? What has been most important to you about the AICPA PFP community? What's your best advice for those adding financial planning to their services? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Listen to other episodes in this series.  Join your AICPA PFP community at the next Advanced PFP Conference @ ENGAGE from June 5th through 8th, 2023. Register for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. You can attend in person or online.  Register for the next PFS Live workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.    

Dirk Edwards, CPA/PFS, designed his financial planning practice to make the complex planning work the centerpiece for his clients. He brings in experts in the areas such as estate, risk management, and investments to implement the planning so that his family clients have the best specialists involved. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dirk to share ideas that may resonate with others in the community. Lyle poses the following questions to Dirk: How did you get your PFP practice off the ground and evolve it to where it is now? Since you don't manage investments or give investment advice, how do you connect the dots to provide holistic advice? What billing method has worked well with your practice model? How did you identify your partner to bring in as your successor? What's your best of advice for someone starting a PFP practice or a tax professional adding PFP services to their offering? Note that this podcast was recorded in August 2022. Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links. Listen to other episodes in this series. Join your AICPA PFP community at the next Advanced PFP Conference @ ENGAGE from June 5 through 8, 2023. Register for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3 and 4, 2023. Register for the next PFS Live workshop in advance of PFP ENGAGE on June 3 and 4, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Many CPA financial planners give credit for the career they have created to the relationships they have built within their AICPA PFP community. To spread these stories and pearls of wisdom more broadly, we created the Deeper CPA Financial Planner Connections series in November 2021. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS, discuss the 7 recurring themes and lessons learned that have played through the many stories shared and what they mean to them, including: Know yourself. Be a constant learner and do what is right for your client. You are the coach to your clients. Get involved. Don't let others define success for you. CPAs are incredibly well positioned to provide these services to their clients. Be courageous. Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links.  Listen to other episodes in this series. Join your AICPA PFP community at the next Advanced PFP Conference @ ENGAGE from June 5th through 8th, 2023. Register for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. Register for the next PFS Live workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

As CPAs and financial planners, we are trained in the technical skills to help clients plan for transitions such as a business sale, retirement, divorce, or loss of a spouse. What we may not be as prepared for is the human experience that takes place over the years leading up to, during, and settling into a new way of life. The human side is messy and it's more challenging to see how it influences choices and decisions. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews life transition expert, Susan Bradley. They discuss: What is the skillset needed for the human side? How does the approach shift in a voluntary versus forced transition? Susan's thoughts on Lyle's transition predicament Why it's important to understand your own personal transition style Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links. Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Haesun Moon, Ph.D., is a communication scientist who has a mission to change the world through better conversations. She has created a simple coaching model in which people participate to imagineer and perform their preferred change. Lyle Benson, CPA/PFS, interviews Haesun to understand how her approach can lead to effective financial planning conversations. They discuss: Why guiding clients towards their preferred future may be more powerful than creating goals Haesun's take on empathy and how to keep conversations real and purposeful How to use the simple coaching model and Dialogic Quadrant tool How to use coaching to co-construct meaning with clients Haesun's take on the use of questions in coaching What can attendees expect to come away with at Haesun's session at PFP Summit in January?  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links.  Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Brooke Salvini, CPA/PFS, started out in the CPA profession in the traditional way and eventually made her way back to an early seed that planted her desire for personal finance. In this episode of the PFP Section podcast, Lyle Benson connects with Brooke to share her story and how she made decisions along the way. Brooke answers the following questions: How did you decide to start your hourly advice financial planning firm? What led you to add investment management and how did you figure out how to do it? What did you do to develop your people skills? How have you woven your passions in other areas into your firm? How have you used technology to make your work more enjoyable and your service more valuable? What are you predicting for the future of financial planning? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links.  Listen to other episodes in this series. Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 2023. Save the date for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Mark Astrinos, CPA/PFS, has made some bold and scary moves in his career to land where he is now with his own financial planning firm. In this episode of the PFP Section podcast, Lyle Benson facilitates Mark to share his story and the wisdom he has gained. Mark discusses: Why and how he made moves from audit to tax to financial planning to business owner How he got clear on his vision for his life and work and made it happen What he did to move beyond the fear of putting everything on the line when he started his firm from scratch Why he decided to purchase another firm The value he brings to the table that differentiates him from other financial planners His thoughts on the AICPA PFP community and the future of financial planning Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links.  Listen to other episodes in this series. Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 2023. Save the date for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Mackey McNeill, CPA/PFS, has evolved from a business owner providing traditional accounting services to owning three companies to serve her business owner, business, and personal financial planning clients. She has also gone from running the businesses to handing that duty off and working part time to fulfill other areas of her life. In this episode of the PFP Section podcast, Lyle Benson facilitates Mackey to share her story and what she has learned along the way. Mackey talks about: How identifying her vision and her why for what she does has guided her decision making along the way What she does to holistically integrate all the needs for her clients with prosperity and intention as the common thread How she was able to prove that she didn't need to run the business day to day The importance of living life from the inside out Her prediction for the future of financial planning Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Listen to other episodes in this series. Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 2023. Save the date for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

David Oransky, CPA/PFS, took the leap to start his own financial planning firm from scratch at the age of 26. He has come a long way and shares his story and pearls of wisdom in this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS. David discusses: How he went from being an auditor in a big 4 firm to figuring out financial planning was the right path for him. What he did to evolve his firm intentionally over time from the clients he works with to how he bills for his services. Why he grounds his financial planning with life planning and how he developed these skills. How he merges his loves of the big picture with the nitty gritty and solving puzzles, all while applying this to clients to make it meaningful. What he found most surprising about the AICPA PFP community. His thoughts on Bitcoin, the future of the CPA financial planning profession, and what those starting out should focus on to be successful. Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Listen to other episodes in this series. Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 2023. Save the date for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

As we have heard often in this podcast series, Lori Luck, CPA/PFS, didn't take a straight path to becoming a CPA financial planner. Though the knowledge and skills she learned along the way developed her into a CPA financial planner who has clients for life. In this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS, Lori shares her story and her wisdom by answering the following questions: Why do the business, finance, and tax skills of CPAs make them strong personal financial planners? How did your own life events play a role in becoming a financial planner? How do you offer the full scope of needs for your clients from tax compliance to investment management and all in between? What is AICPA doing to make sure students know about this career path and serve CPA financial planners throughout their career journey? What is the future of the CPA financial planning profession? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Learn about the pathways to the CPA Personal Financial Specialist Credential. Make use of the resources in the AICPA Personal Financial Planning Section. Check out the blueprint for the new CPA exam which includes personal financial planning. Submit feedback by September 30th. Save the dates for PFP Summit taking place in Austin, TX from January 30th through February 1st. Save the dates for the advanced PFP conference at AICPA ENGAGE at the Aria in Las Vegas from June 4th through 7th. To listen to more episodes in this series, visit here. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Howard Safer, CPA/PFS, fell into financial planning when he worked for business owners who valued Howard's ability to respond to personal finance questions and bring balance to their lives above all other services. He shares his story and nuggets of wisdom in this PFP Section podcast guided by Lyle Benson, CPA/PFS. Howard discusses: Why trust companies are a great platform for CPAs to provide these services How CPA tax professionals can provide value in the investment area Why tax expertise is second to none in being able to provide sound financial planning advice How he integrates lifestyle planning into his services and how this plays into the future of financial planning Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Access the financial planning checklist to identify opportunities from your client's tax return. Use the personal finance scorecard to have your clients rate themselves in the areas of financial planning. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Akemi Dalvi, CPA/PFS, began her career working in audit at PwC. She loved the idea of working more intimately with clients, so she took her dad's offer to join his financial planning business in 2008 and has since taken over as President. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions: How did she create a niche practice to serve Japanese Americans? How did the pandemic lead to endless possibilities for attracting and retaining clients and staff? What allows her to spend her time on what she loves most? How does she build her knowledge and community of other advisors? What do her clients find most valuable about her service offering? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  PFP and PFS members can get a taste of what the PFP Summit community is all about by joining us for a one-hour discussion on June 29th from 1 to 2 pm ET. Cameron Passmore and Jean-Luc Bourdon, CPA/PFS, will share their experiences with having client conversations about their personal finances in times of high inflation, rising interest rates, stock market volatility, and geopolitical uncertainty. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Scott Sprinkle, CPA/PFS, learned early in his career that financial planning was his passion because of the difference it made for his clients. He plays the role of financial quarterback, touching the ball with every interaction and decision. Tune in and gain ideas for your own practice as Lyle Benson, CPA/PFS, interviews Scott in this episode of the PFP Section podcast.  They discuss:   How Scott creates stickiness and long-term relationships with his clients How he balances doing tax, investment, and financial planning work for multiple generations What he did to access the network and learning he needed in a small firm environment His best advice for someone who wants to create a firm like his Scott's prediction for the future of financial planning   Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.   Visit the landing page for Deeper CPA Financial Planner Connectionsto find other episodes in this series. Join your community of CPA financial planners at the Advanced PFP Conferenceat ENGAGE on June 6th through 8th. Attend the Tax and Financial Planning Workshopwith Scott and other CPA financial planners at the Aria or online on June 4th and 5th. For those who meet the requirements of the CPA/PFS experienced track, you can attend the PFS Live! Workshopon June 4th and 5th. Access resources to weave financial planning into your tax offerings.   This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Ted Sarenski is in a sweet spot of life where he is doing what he loves most at work and has reaped the benefits of the relationships and business he created.  He shares his story in this new podcast series hosted by Lyle Benson, CPA/PFS.  Ted discusses: How he went from doing small firm accounting and tax work to owning a financial planning business that serves the everyday client. What he did to find a successor that aligned with his values and priorities. His advice for those who want to create a firm like his. How he became a Social Security expert and used media to gain awareness for his business. How the Advanced PFP Conference, PFP Section, and PFS credential shaped his career. His thoughts on the future of tax and financial planning.  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Visit the landing page for Deeper CPA Financial Planner Connections to find other episodes in this series. Register for the Building a Tax and Financial Planning Workshop at ENGAGE or online on June 4th and 5th. For those who meet the requirements of the CPA/PFS experienced track, you can attend the PFS Live! Workshop on June 4th and 5th. Join your community of CPA financial planners at the Advanced PFP Conference at ENGAGE on June 6th through 8th. Access Ted's Adviser's Guide to Social Security Planning. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Beth Gamel, CPA/PFS, has had many wonderful experiences over her 30+ year career as a CPA financial planner. Among other challenges, she was one of the first CPAs to add investment management to her offerings and she had to build her firm from the ground up. She shares her story and the lessons she learned along the way in this new podcast series hosted by Lyle Benson, CPA/PFS.  Beth discusses: How she created a successful retirement transition, financially and psychologically What she did to attract clients in the early days What she learned through the volatile investment markets that applies to today How she mentored her staff to be able to serve the complex HNW clients What the AICPA PFP community has meant for her success and her friendships  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Visit the landing page for Deeper CPA Financial Planner Connections to find other episodes in this series. Use the AICPA PFP Section to help you help your clients by visting us here. If you have questions, contact the PFP team at financialplanning@aicpa.org. Connect with your community of peers at the PFP conference at ENGAGEand at the pre-conference workshop. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Jean-Luc Bourdon, CPA/PFS has worn many hats in his career including accountant in corporate America, CPA tax professional, and owning his own wealth management firm. He shares his story and wisdom he has gained along the way in the fourth episode in this new podcast series hosted by Lyle Benson, CPA/PFS.  Jean-Luc discusses: What it takes for CPA firms to be successful in wealth management His chef's table ultra-customized approach to his client services How he learned to be present and empathetic with his clients His proactive “retirement tribe” framework How he opened his eyes to the importance of self-care Why defining purpose and values provides meaning to our lives Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Visit the landing page for this series and access the first three episodes with Lyle Benson, Michael Goodman, and Sue Stevens. Use the AICPA PFP Section to help you help your clients by visting us here. If you have questions, contact the PFP team at financialplanning@aicpa.org. Connect with your community of peers at the PFP conference at ENGAGE and at the pre-conference workshop. Listen to Jean-Luc's podcast on how to have transformative conversations. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Sue Stevens, CPA/PFS, has forged her own unique path to create her successful financial planning firm. She shares her journey and the wisdom she learned along the way in the third episode in this new podcast series hosted by Lyle Benson, CPA/PFS.  Sue shares: What led her from being a cellist recording albums to becoming a CPA financial planner How she made the decision to merge her firm with Buckingham Advisors How her love of music and writing has shaped her work for clients Her blueprint for a successful life and career (hint, begin with your vision!) Her predictions for the future of financial planning What the AICPA PFP community has meant to her work and her life  Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Visit the landing page for this series and access the first two episodes with Lyle Benson and Michael Goodman. Use the AICPA PFP Section to help you help your clients by visting us here. If you have questions, contact the PFP team at financialplanning@aicpa.org. Connect with your community of peers at the PFP conference at ENGAGE and at the pre-conference workshop. Find Sue's books in her Dreams of Wealth series here! This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Lyle Benson credits much of his career as a CPA financial planner to his interactions with colleagues across the country. He wanted CPAs in all stages of their career to be able to benefit from hearing how fellow CPA financial planners have gotten to where they are now, how they work with clients, and what it has meant for their lives. In episode two of this PFP Section podcast series, Lyle interviews Michael Goodman, CPA/PFS. They discuss: How Michael brought his love for business and working with people to where he is today How he made the conscious decision to go from a lifestyle practice to an enterprise Why just doing it, making mistakes, and learning along the way has been a key to success What he did to keep a wonderful culture and a team that feels valued during the pandemic What the AICPA PFP community has meant for him, what sets CPA financial planners apart, and his predictions for the future Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.   Find the 1st episode in this series featuring Lyle Benson as the interviewee. Attend 2022 Best Planning Ideas for Your Clients and Your Business with Lyle, Michael, and others virtually on January 19th (free with CPE for PFP/PFS members). Find resources to help you help your clients through the AICPA's PFP Section. Learn about the CPA exclusive PFS credential.   This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

In the first of this new podcast series, Lyle Benson, CPA/PFS, shares the purpose behind this series as well as his story that led him to where he is now in his tax and financial planning firm. In this episode of the PFP Section podcast, Lyle answers questions such as:   What is his definition of success? What types of clients does he work with and what services does he provide? What is his why for doing what he does and what do his clients value most about his work for them? How did he go from beginning his business to where he is now and who does he credit for his progression? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Visit the PFP Section for resources to help you help your clients. Learn about the CPA exclusive PFS credential. Find resources to add financial planning to your tax practice. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

With a lot of unknowns going into the last quarter of the year, top CPA financial planners have been gathering to share conversations that they're having with clients now. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, reviews a collection of ideas and thoughts that have been discussed in his Athena study group and other CPA financial planner panels. Lyle gives an overview of what he and his peers are talking about with their clients in the following areas: Income tax planning, including the capital gain rate increase and opportunities for gain harvesting Retirement planning, from reviewing assumptions used in plans to getting ahead of tax proposals Estate planning changes and the need to line up attorneys and valuation experts now Charitable giving strategies such as donor advised funds and making use of the 100% AGI limit for cash contributions Investment planning, including educating clients about the purpose of bonds in their portfolios Insurance planning and the renewed interest in ILITs, disability coverage, and annuities Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Register for our year-end planning webcast that is free with CPE for PFP/PFS members. Access the Proactive Planning Toolkit audio learning to hear about tax proposals impacting individuals. Access the Adviser's Guide to Financial & Estate Planning for more on planning with your clients. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app

We've dissected this pandemic in every way possible so far – its impact on our world, our health, our businesses, our employees, and the future of work – as well as its impact on leadership, innovation, technology, and the pace of change in general. It's all speeding up, right? But let's take a closer look at how COVID-19 has impacted the world of financial planning – not only for clients and the state of their finances, but for businesses, practices, and how the profession is changing as a result of this crisis. Lyle Benson is president and founder of L.K. Benson & Company in Baltimore, and he joined us back in the summer of 2020 to talk about some specific worries around personal finance and savings during the early days of the pandemic. Today, we're doing a deeper dive into financial planning. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://lkbenson.com/ (lkbenson.com) Read: https://www.cnbc.com/2021/06/21/americans-say-they-got-better-with-money-during-the-pandemic.html (A third of Americans say they got better with money during the pandemic) Read: https://fortune.com/2021/05/01/retirement-financial-planning-covid-northwestern-mutual/ (COVID has rewritten the rules on financial planning) Future-Proof is a production of http://crate.media (Crate Media)

Guest: Lyle Benson, CPA/PFS AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as: The power of having clarity on the core values and purpose of your firm and bringing staff and clients along for the ride to inspire a sense of belonging. Supporting clients to gain direction on their cherished charitable goals to bring meaning to their money. Lessons learned from guiding blind athletes that tie in perfectly with your role as a financial planner. Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. The March edition of Bob Veres Inside Information includes write ups of two PFP Summit sessions. Listen to an in-depth session on 2021 best ideas for you, your clients, and your firm. Read about skills financial planners need to succeed in today’s environment. This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Guest: Lyle Benson Drastic changes may be ahead in the world of tax planning. On one hand we may change administrations, and on the other, we have a pandemic to fund. In this PFP Section podcast episode, find out how leading CPA financial planners are guiding their clients. Lyle Benson, CPA/PFS, shares detailed ideas in each of the following areas: Turning traditional year-end tax planning on its head by accelerating income and gains into 2020 Taking advantage of estate planning strategies while we have favorable laws Helping clients rethink their retirement planning financially and emotionally Getting back to basics with investment planning Access resources related to this podcast: Register for a year-end planning webcast fresh off the election Get in depth estate planning strategies Read Lyle’s best planning ideas for 2020 This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Guest: Lyle Benson, CPA/PFS Drastic changes may be ahead in the world of tax planning. On one hand we may change administrations, and on the other, we have a pandemic to fund. In this PFP Section podcast episode, find out how leading CPA financial planners are guiding their clients. Lyle Benson, CPA/PFS, shares detailed ideas in each of the following areas: Turning traditional year-end tax planning on its head by accelerating income and gains into 2020 Taking advantage of estate planning strategies while we have favorable laws Helping clients rethink their retirement planning financially and emotionally Getting back to basics with investment planning Access resources related to this podcast: Register for a year-end planning webcast fresh off the election (https://future.aicpa.org/cpe-learning/postelection-year-end-planning) Get in depth estate planning strategies  (https://future.aicpa.org/resources/podcast/how-to-help-clients-take-advantage-of-low-interest-rates) Read Lyle’s best planning ideas for 2020 (https://www.aicpa.org/content/dam/aicpa/interestareas/personalfinancialplanning/resources/taxplanning/downloadabledocuments/best-financial-planning-ideas-benson-202010.pdf) This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Guest: Lyle Benson, CPA/PFS Gain ideas for how to talk with clients about their emotions, goals, politics, investments and year-end planning in this episode of the PFP Section podcast. Lyle Benson, CPA/PFS, shares takeaways from a recent AICPA PFP Summit Presents event that will guide you on how to approach your clients in the most effective way. Topics include: Going deeper to understand what is changing with client goals and making room for aha moments How to engage with clients who are anxious or grieving What to say about the investment markets, uncertainty in the economy and the politics that we’re facing now Discussions to have about year-end planning and what could be coming Access resources related to this podcast: Year-end planning tips with Bob Keebler, CPA/PFS Register for a year-end planning webcast fresh off the election on November 10th (free with CPE for PFP/PFS members) How to have transformative conversations with Jean-Luc Bourdon, CPA/PFS This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Guest: Lyle Benson, CPA/PFS Gain ideas for how to talk with clients about their emotions, goals, politics, investments and year-end planning in this episode of the PFP Section podcast. Lyle Benson, CPA/PFS, shares takeaways from a recent AICPA PFP Summit Presents event that will guide you on how to approach your clients in the most effective way. Topics include: Going deeper to understand what is changing with client goals and making room for aha moments How to engage with clients who are anxious or grieving What to say about the investment markets, uncertainty in the economy and the politics that we’re facing now Discussions to have about year-end planning and what could be coming Access resources related to this podcast: Year-end planning tips with Bob Keebler, CPA/PFS { https://future.aicpa.org/resources/podcast/2020-year-end-planning-opportunities-and-election-implications} Register for a year-end planning webcast fresh off the election on November 10th (free with CPE for PFP/PFS members) { https://future.aicpa.org/cpe-learning/postelection-year-end-planning} How to have transformative conversations with Jean-Luc Bourdon, CPA/PFS {https://future.aicpa.org/resources/podcast/how-to-have-transformative-conversations} This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Guests:  Lyle Benson, CPA/PFS & Susan Bradley, founder of Financial Transitionist® Institute Your clients look to you for more than just numbers. You can help them through the human and personal dynamics of transition. Lyle Benson CPA/PFS, facilitates a conversation with Susan Bradley on how to skillfully help clients move through the pandemic. You will learn: What is the financial transition model you can use with clients? What are three questions to ask your clients in the midst of transition? How can you effectively guide a client from what was to what will be? How do you put together the two sides of money – technical and personal – to guide decision-making for your client? Access the related resources from this podcast: Slides that accompany the podcast Key takeaways from AICPA Personal Financial Planning Summit 2020 Planning ideas and more during the pandemic - https://www.aicpa.org/pfp/covid19 Learn more about Susan’s Financial Transitionist® Institute - https://financialtransitionist.com/ The episode is brought to you by the AICPA’s Personal Financial Planning Section (www.aicpa.org/pfp), the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential (www.aicpa.org/pfs) program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Guests:  Lyle Benson, CPA/PFS, and Susan Bradley, CeFT®, CFP® The emotions underlying decisions can create confusion in times of major transition like the pandemic.  In this podcast, you will walk away with gems to help you have better conversations with your clients that lead to action with purpose. Tune in as Lyle Benson interviews life transition expert Susan Bradley:  What are the four stages of transition and how you can you support your clients through each? What are the most effective questions to help clients discover their purpose? And what question might you want to avoid? Why is having a structured conversation so important and what tools can help facilitate? Access the related resources from this podcast: Diagrams highlighting the four stages of transition and the personal and technical side of money Purpose, method, outcome (PMO) worksheet to structure and facilitate conversations with clients Broadridge Advisor’s Life Events Resource Center (available for PFP Section members) The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

What should we be doing with our money, with our investments, when things are as unpredictable as they’ve been lately? There’s a lot of advice out there — some of it good, some of it bad — and we wanted to speak to someone who knows what he’s talking about to sort it out. Lyle Benson is president of L.K. Benson & Company in Baltimore and a MACPA member who has been at the forefront of advancing planning services for individuals within the profession. He’s served with the AICPA’s Personal Financial Planning Division Executive Committee, the National Accreditation Committee, the Baltimore Association for Financial Planning, and he is also chair of the Media Task Force of the AICPA's PFP Section.  He joins us to talk about everything we need to be considering right now: Cash on hand, investments, estate planning, and financial planning — especially as it relates to uncertain and chaotic times like this. To learn more, and for the complete show notes, visit blionline.org/blog (https://blionline.org/blog) . Resources: www.lkbenson.com (https://lkbenson.com) LinkedIn: www.linkedin.com/in/lyle-benson-b019b25 (https://www.linkedin.com/in/lyle-benson-b019b25/) Read: "These Aren’t Normal Times. You Still Need a Financial Plan for the Pandemic" (https://www.cnbc.com/2020/05/12/a-pandemic-financial-plan-can-help-you-get-a-better-grip-on-your-money.html) Read: "Money Lessons From the Pandemic—and the Power of Financial Planning" (https://www.marketwatch.com/story/money-lessons-from-the-pandemicand-the-power-of-financial-planning-2020-05-06) Future-Proof is a production of (http://crate.media)

Guests:  Lyle Benson, CPA/PFS Has your client contact increased significantly during the pandemic? Do you wonder how other CPA financial planners are adding value and communicating with clients during this time? CPAs have provided the calm in the storm for their clients and have shifted their ways of doing business to meet changing client needs. Learn from Lyle Benson, CPA/PFS, as he shares insights from his study group of leading CPA financial planners such as: What is the most important message to make sure your clients hear? What are the fears and challenges that are top of mind for clients and how can you address them? What are ways you can add value as a CPA financial planner? What are the unique planning opportunities you can consider with your clients now? What reflections questions will help you and your clients think about how you’d like life to look as we come out of the pandemic? And much more Access the related resources from this podcast: Visit www.aicpa.org/pfp/covid19 to find a client letter shared by Lyle that includes reflection questions. You will also find on-demand learning from top experts covering planning strategies mentioned in the podcast. The episode is brought to you by the AICPA’s Personal Financial Planning Section (www.aicpa.org/pfp), the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential (www.aicpa.org/pfs) program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Guests:  Lyle Benson, CPA/PFS & Michael Goodman, CPA/PFS In this episode, Lyle Benson, CPA/PFS and Michael Goodman, CPA/PFS give you an inside look at AICPA PFP Summit, including: What makes PFP Summit unique and different Highlights from PFP Summit sessions and how can you implement them in your own practice, such as: Engaging with Generation Next Using mindfulness in your practice Measuring client satisfaction and where do you focus your energy on improvements Engaging clients in the planning process to act on their recommendations Building a growth element into your client services culture Envisioning your unique succession plan Attracting the right talent to build your team Communicating your value proposition Access the related resources from this podcast: Practice management resources from the AICPA PFP Section Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program. Don’t miss other PFP Summit sneak-peek podcasts! Cultivating mindfulness in your practice Team building for the next generation The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device  

Guests:  Bob Keebler, CPA/PFS, and Lyle Benson, CPA/PFS In this episode, recorded at the close of markets on February 28th, Lyle Benson, CPA/PFS, and Bob Keebler, CPA/PFS, discuss: How to communicate with clients during this uncertain time to bring them peace of mind and keep them focused on the long-term perspective and purpose of their investment strategy Income and estate planning techniques that work well in a volatile market and low interest rate environment, including Roth conversations, gain/loss harvesting, funding GRATs, IDGT sales, and more Other considerations such as alternative valuation dates for estates and life insurance reviews   Access the related resources from this podcast: Use this Broadridge client alert to help clients understand the potential global economic impact and the recent US stock market pull back. Visit Broadridge Advisor and search “market volatility” to find other client-friendly resources. Read this example of a communication to help keep clients calm, written by Chris Benson, CPA/PFS. The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

In this 15-minute podcast, Bob Keebler and Lyle Benson discuss strategies for estate and income tax planning in the midst of market volatility, including Roth conversions, loss harvesting, alternate valuation date elections, gifting and selling low value assets, asset substitutions, and more. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

In this 15-minute podcast, Bob Keebler and Lyle Benson discuss strategies for estate and income tax planning in the midst of market volatility, including Roth conversions, loss harvesting, alternate valuation date elections, gifting and selling low value assets, asset substitutions, and more. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Guest: Michael Goodman, CPA/PFS In this encore* episode, Michael Goodman, CPA/PFS interview generation 1 (G1) members– Lyle Benson, Beth Gamel, and Steve Levey^– about succession planning for personal financial planners, including: The business models and background of each’s succession planning experience The genesis of the succession plan vision How advisors can overcome obstacles, like fear, in order to take the first steps toward succession planning   The importance of succession planning to address the unexpected How each approached anticipated challenges and, in hindsight, what unanticipated challenges were surprising Advice for practitioners who want to move forward in the succession planning process *This episode originally appeared on www.aicpa.org/pfp in August 2017. The nature of this content is still accurate and relevant and we hope you enjoy this series. ^ Steve Levey has since passed away; yet, his legacy has impacted and benefited so many in our PFP Section community and are grateful for his contribution. Access the related resources from this podcast: Practice management resources from the AICPA PFP Section Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program. Don’t miss other succession planning podcasts! Succession planning: Q&A with David DeVoe Success tips from Generation 1 Success tips from Generation 2 ^ Steve Levey has since passed away; yet, his legacy has impacted and benefited so many in our PFP Section community and are grateful for his contribution. The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Guest: Lyle Benson, CPA/PFS & Jody Jacobson, PhD We are living in times where every moment is throwing something new at us. To thrive in this highly transformative time as a personal financial planner, you need to rethink the offerings and value you can deliver. In this episode, Lyle Benson, CPA/PFS chats with Jody Jacobson about her session at PFP Summit on cultivating mindfulness in your practice: What is mindfulness? Why is it important? How will mindfulness impact my relationships and my practice? What do you hope attendees with gain from this session and practicing mindfulness in business? Transform to thrive at the PFP Summit in Austin, TX from January 27-29, 2020. The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

“The more you understand yourself, the more you’re in control of what’s going on around you, and you’re not just reacting.” - Lyle Benson. In episode #097 of the Meeting Leadership Podcast, we welcome back Lyle Benson, who visited us previously in episodes 082 and 089.  This time we invited Dr. Benson to take part in our “Inspiring Leadership Stories” series. He gifts use with an invaluable excerpt from his lifetime of experience, including his own journey to self-awareness, 21st century leadership, and the Holistic Leadership Development model.  For more information or a transcript of MLP 097, visit: https://meetingleadershipinc.com/97

Sarcasm was famously described by Oscar Wilde as the lowest form of wit, but the highest form of intelligence. While the intention behind sarcasm might often be lighthearted, its effects can be more severe, especially if you’re in a position of authority over the recipient. In MLP 089, we welcome back Lyle Benson, an Associate Professor from Macewan who visited the podcast in episodes MLP 082 and MLP 097.  He is here to explain to us why sarcasm is more hurtful than most of us realize and why we should strive to cut it out our discussions.  For more information or a transcript of MLP 089, visit: https://meetingleadershipinc.com/89

Constructive criticism is a necessary part of leadership, but a little positive reinforcement can go a long way.  To help us understand the concept of building up team members, we brought in Lyle Benson an Associate ProfessorMacEwan University. Lyle brings his wealth of knowledge to bear in episode #082 of the Meeting Leadership Podcast. We discuss the importance of looking for the good in people, practicing the art of praise, and how building up team members can help you become more effective as a leader. For more information or a transcript of MLP 082, visit: http://meetingleadershipinc.com/82

When you think about helping your clients become more future-proof, you’re probably thinking about things like helping them innovate, revamping their business models, taking advantage of new technologies, or finding their next competitive advantage. However, you’re probably not thinking about helping them get their finances in order. I mean, that’s not future-proofing anybody’s business — that’s just doing what we’ve always done, right? And yet our guest this week, Lyle Benson, says doing what we’ve always done is, in a way, the essence of being future-ready. Lyle is president of L.K. Benson & Company in Baltimore, and he’s an MACPA member. He’s also on the forefront of advancing planning services for individuals within the profession; he served with the AICPA’s Personal Financial Planning Division Executive Committee, and the National Accreditation Committee, and the Baltimore Association for Financial Planning, and he is also chair of the Media Task Force of the AICPA's PFP Section. To learn more, and for the complete show notes, visit blionline.org/blog. Resources: Learn more at (http://lkbenson.com/) Connect with Lyle on LinkedIn: https://www.linkedin.com/in/lyle-benson-b019b25/ Future-proof your services: AICPA.org/GrowAdvisoryServices Check out MACPA’s CPE catalog: MACPA.org/learning Future-Proof is produced by Podcast Masters

AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

In this audio stream, Lyle, Ted and Scott discuss why 2012 is a critical year to proactively plan with your clients. Hear about planning techniques that need to be considered now given the many unknowns in 2013. Learn about planning opportunities that can be uncovered while you’re preparing your clients 2011 tax returns. Find out tips to communicate the value of financial planning with clients, and how you can get paid for the work you are providing and increase your bottom line by adding or expanding Personal Financial Planning services.