Welcome to Deeper CPA financial planner connections, a podcast series dedicated to impactful stories of your CPA financial planning community and the wisdom gained along the way. I am Lyle Benson, past chairman of the PFP Executive Committee, and your host for these episodes, along with the AICPA PFP team.
The idea for these connections was born as I reflected on my career as a CPA financial planner and my 30 years of volunteering with the AICPA PFP Section.