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Kyle Walters
Kyle Walters of L&H CPAs and Advisors
Job title
Partner
Company/organization
L&H CPAs and Advisors
AT Think
About

Kyle Walters, CFP, CPWA, CIMA, is a partner at L&H CPAs and Advisors in Dallas. He is the author of the book, The Personal CFO. Click here for his recent articles and posts. He has been featured in media sources ranging from The Wall Street Journal and Fox TV and The Dallas Morning News to Wealth Management.com.

Areas of expertise
Practice managementTax practiceTax season
CONTRIBUTED STORIES
  • AT Think Overworked vs. overlived

    When it comes to your career, know the cost of choosing to be on a championship team.

    November 12
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Team vs. family

    In the intense war for talent, more and more firms are calling themselves a family. That can be dangerous.

    November 5
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Are you selling toothfish or sea bass?

    Creating unique, clear and meaningful names for your offerings sets your firm apart from competitors and communicates value more effectively to clients.

    October 8
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Stop being so faithful to your old ideas

    Learn to be intellectually promiscuous.

    September 24
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Is your firm's SOS process in need of rescue?

    Now is a great time to look at three important operations within your firm: sales, onboarding and service.

    September 4
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Beware of video communication pitfalls

    Keep your videos brief and focused on a single point to make them most impactful.

    July 29
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Choosing the scheduled tax season

    After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.

    July 11
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Communicate a scheduled tax season to your clients and team

    When you announce the new tax season to your clients, let them know it's a new benefit you're offering.

    June 25
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Breaking down a scheduled tax season

    Here's a step-by-step guide to calendar blocking.

    June 7
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Move beyond the busy season mindset

    There are advantages to an extended (but carefully scheduled) tax season.

    May 29
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
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© 2024 Arizent. All rights reserved.
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© 2024 Arizent. All rights reserved.