The Planner Newsletter


May/June 2014

Chair Message


The PFP Section is committed to delivering thought leadership to our members via learning opportunities like our webcasts hosted by nationally-known speakers and technical experts, our highly rated Advanced PFP Conference each January, and via in-depth articles on financial planning. 

In an effort to get relevant content out to our members in a timely manner, we will be suspending the current bi-monthly format of Planner. In its place, we will be releasing articles as emerging issues, hot topics and thought leadership on the core financial planning subject areas (tax, estate, retirement, risk management and investment planning) are identified. This will ensure that you get the most recent and relevant thinking when it first becomes available.

Watch your weekly PFP News to access the latest articles. We are focused on creating an exceptional PFP/PFS member experience and delivering value consistent with your expectations. If we can improve your member experience in any way, please send your feedback to

Lyle K. Benson, Jr., CPA/PFS
Chairman, PFP Executive Committee


In This Issue (also available in pdf format): 


View Planner in pdf (printable) format

View upcoming PFP webcasts and conferences.

View Planner archives.

Editorial Advisory Board:
Kelly Allen, CPA, Kelly Allen & Associates, Inc., San Bernardino, CA; Lyle K. Benson, Jr., CPA/PFS, CFP®, L.K. Benson & Company, Baltimore, MD; Clark M. Blackman II , MA, CPA/PFS, CFA, CFP®, Alpha Wealth Strategies, Kingwood, TX; Randi K. Grant, CPA/PFS, CFP®, Berkowitz Dick Pollack & Brant Certified Public Accountants & Consultants, LLP, Miami, FL; Deena B. Katz, CFP®, Associate Professor, Texas Tech University, Lubbock, TX; Marsha G. LePhew, CPA/PFS, CFP®, ChFC, LePhew Financial Services, Inc., Rock Hill, SC; Susan McAndrew, CPA, AICPA, Gainesville, FL; Michael McConnell, CPA/PFS, CFP®, CliftonLarsonAllen LLP, Minneapolis, MN; Lawrence W. McKoy, CPA/PFS, CFP®, Dixon Hughes Goodman, LLP, Glen Allen, VA; Leslie D. Michael, CPA/PFS, CFP®, Michael Associates, LLC, Indianapolis, IN; Andrea R. Millar, CPA/PFS, AICPA, Durham, NC; Theodore J. Sarenski, CPA/PFS, CFP®, Blue Ocean Strategic Capital, LLC, Syracuse, NY; Michele L. Schaff, CPA/PFS, MPA, AIFA, Ardor Financial Group, Northfield, IL; Kenneth J. Strauss, CPA/PFS, CFP®, Berkowitz Dick Pollack & Brant Certified Public Accountants & Consultants, LLP, Fort Lauderdale, FL; Dale Walters, CPA/PFS, CFP®, Keats, Connelly & Associates, Phoenix, AZ; James D. Warring, CPA/PFS, CFP®, EagleStone Wealth Advisors, Inc., Rockville, MD; Jimmy J. Williams, CPA/PFS, CFP®, Compass Capital Management, LLC, McAlester, OK.