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2021 Best Planning Ideas for You, Your Clients, and Your Business
Personal Financial Planning

2021 Best Planning Ideas for You, Your Clients, and Your Business

Join a panel of leading CPA financial planners as they discuss how their firms have changed as a result of COVID-19, and their best ideas for success in the new year.

Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Specialized Knowledge



CPE Credits



Lyle K. Benson, Michael Goodman, Scott Sprinkle, Sue Stevens


3 months

Product Number


 Business & partner 
Product Details

Ideas for success in 2021

2020 was an unprecedented year with a health crisis that has no certainty of an end in sight. The ramifications to our personal and professional lives have been far and deep.

Join a panel of leading CPA financial planners as they discuss how their firms have changed as a result of COVID-19, and their best ideas for success as we head into the new year, including:

  • Keeping staff engaged while working remotely
  • Leveraging technology to increase effectiveness within firms
  • Maximizing the experience for clients in this environment
  • Communication techniques to guide client conversations
  • Top tax strategies with a newly elected president and congress
  • Retirement, estate, investment and risk management planning for the new year
  • Keeping calm and moving forward through it all

PCPS members save an additional 20%:

Login here to obtain the discount code to enter for this event. Not sure your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

Who Will Benefit
  • CPAs
  • Financial planners
  • Tax professionals
  • Other qualified professionals
Key Topics
  • Tax and financial planning firm practice management
  • Techniques for creating a successful client experience
  • Tax, retirement, estate, investment and risk management planning
  • Self-care
Learning Outcomes
  • Determine how to make your tax and financial planning business run effectively in today’s environment
  • Determine how to create a successful experience for your clients, including how to best communicate in the current circumstances
  • Identify the top tax, retirement, estate, investment, and risk management strategies for the year ahead
  • Determine tips for taking the best care of you, so that you can be your best for others
More Details
NASBA Field of Study
Specialized Knowledge
Basic knowledge of tax compliance and planning concepts
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
2 hrs
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

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6+ registrants

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Contact us
Lyle K. Benson
Lyle is President and Founder of L. K. Benson & Company, a CPA financial planning firm in Baltimore, Maryland, specializing in personal financial planning, tax and investment advisory services for high income individuals and families as well as corporate executives and entrepreneurial, closely held business owners. He is a past chair of the AICPA PFP Executive Committee, Co-Chair and Founder of AICPA PFP Summit, Chair and Founder of the Athena Study Group, and is a member of the Wolters Kluwer Financial and Estate Planning Advisory Board.
Michael Goodman
Michael Goodman is the Founder and President of Wealthstream Advisors, Inc. As the company’s leader, he spearheads business development, designs and implements the firm’s strategic direction, and builds and manages client relationships. His passion is helping Wealthstream’s clients articulate their financial goals, then helping them find solutions and build plans in order to reach those goals. Wealthstream Advisors offers each client an integrated and personalized approach to financial planning and investment management alongside a commitment to the highest standards of quality and integrity. Michael is an active member of the American Institute of CPAs and has held many different leadership positions.
Scott Sprinkle
Scott K. Sprinkle is a co-founder and managing member of Sprinkle & Associates LLC and Sprinkle Financial Consultants LLC. He has 25+ of experience serving high net worth individuals and family offices. His areas of expertise include investment consultation and management, estate & wealth planning, income tax planning, retirement planning, compensation and benefits consulting, individual cash flow management, insurance and survivors' needs, college and dependent funding. He has served in many volunteer roles with the AICPA including chair of the Investment Committee, chair of the ENGAGE and Advanced PFP conferences, and member Council and the Personal Financial Planning Executive Committee.
Sue Stevens
Sue earned an MBA from the Booth School of Business at the University of Chicago and she holds a master’s degree in wealth management from The College for Financial Planning. In addition, Sue is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Advisor in Philanthropy and a Chartered Financial Analyst charterholder. Sue founded and led Stevens Wealth Management prior to joining Buckingham. She is also the founder of Stevens Visionary Strategies where she is publishing several books in the Dreams of WealthTM series and previously has had leadership roles at Morningstar, Vanguard and Arthur Andersen.

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