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American Institute of CPAs - Personal Financial Planning (PFP)

Nov 19, 2021

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?

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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 to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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