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2022 Best-Planning Ideas for Your Clients and Business
Personal Financial Planning

2022 Best-Planning Ideas for Your Clients and Business

Learn how to approach the year ahead to best serve your clients and continue to evolve your businesses.

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

Preparing for the year ahead

Join a panel of leading CPA financial planners to hear how they have made or plan to make changes in their businesses. You'll get tips and insights about:

  • Strategies in tax, estate, retirement, investments, risk management, charitable planning and education planning

  • How to respond to tax legislative changes, whether they are proposals or law

  • How to deepen relationships and elevate your clients' experience

Key Topics

  • Planning techniques for your clients
  • Business considerations to evolve and grow
  • Tax law changes relevant to individual clients

Learning Outcomes

  • Identify tax, retirement, estate, investment, and risk management planning to consider for your clients in the year ahead
  • Distinguish changes for your business to continue to evolve
  • Recognize the latest with tax law changes that affect individuals

Who Will Benefit

  • CPAs and other professionals who serve individuals
  • Professional financial planners who provide tax, estate, retirement, investment, and risk management services
  • Small and medium-sized firms

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
NASBA Field of Study
Specialized Knowledge
Basic knowledge of tax, retirement, estate, risk management, and investment planning
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

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

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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