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LYLE K. BENSON, JR., CPA, PFS, CFP

Lyle K. Benson, Jr. is the President and Founder of L.K. Benson & Company, a CPA/Financial Planning firm based in Baltimore, Maryland. The firm specializes 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 across the country. Prior to starting the firm in 1994, he was a partner in a local CPA firm, building their financial planning practice over a fifteen year period.

 

Lyle has a B.A. in Accounting from Loyola College in Maryland, a Masters of Science in Taxation from the University of Baltimore. His profession designations include CPA, PFS (Personal Financial Specialist), and CFP (Certified Financial Planner).

 

As a leader in the financial planning and accounting professions, he has served in many roles of various professional organizations over the past 25 years including the AICPA PFP Division Executive Committee, National Accreditation Committee (AICPA), and Baltimore Association for Financial Planning. He has also chaired numerous national conferences including the AICPA Personal Financial Planning Investment Conference and AICPA Retirement Planning Conference. Lyle helped to found and is the President of the Association of CPA Financial Planners, (an organization of PFS). Currently, he is chair of the Media Task Force of the AICPA PFP Section. He has taught courses for various state CPA societies, spoken at numerous conferences around the country, and developed and taught a graduate level course in Personal Financial Planning at the University of Baltimore.

 

His accomplishments include earning the AICPA Personal Financial Division Distinguished Service Award, being named to the Worth Magazine Top 250 Financial Advisors, and named as One of the 100 Most Influential People in the Accounting Profession by Accounting Today.

 

Lyle has also been active in numerous civic charitable organizations including: the University of Baltimore Alumni Association, Cloverland Community Association where he serves as president, Baltimore Junior Association of Commerce, and is a past President of the Loyola College Alumni Association.

 

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