Deeper CPA financial planner connections with Dr. Moon and Lyle {PFP Section}

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.

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