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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 You work in an office? What a luxury

    Just as air travel was never the same after 9/11 and lending was never the same after the 2008 financial crisis, working in an office setting will never be the same post-pandemic.

    May 26
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Pruning the branches that bear no fruit

    Do you have someone on your team who’s not flourishing and developing?

    May 21
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Your firm and the pandemic: Better after broken

    During stressful times like these, it’s natural to feel like everything around you is broken.

    May 13
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think How will clients feel after the pandemic is over?

    What Maya Angelou can teach us about client communication.

    May 1
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Working from home? Beware of the Doom Loop

    Right now, we’re in the danger zone of having some of these pandemic-era habits becoming permanent.

    April 23
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Now is the time to be your clients' problem-solver

    The guys in the brown uniforms became United Problem Solvers; why are you still pushing tax returns?

    April 14
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Be clear, be calm during coronavirus

    Establish a communication plan now, so your firm can come out of this crisis stronger than ever. Here are three key steps to follow.

    April 7
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Are you giving your clients an Uber Black experience?

    How many stars would they give you?

    March 11
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think The 10-second rule

    If you find yourself talking for more than 10 consecutive seconds during a client meeting, stop and ask the client an open-ended question, and give them ample time to respond.

    February 27
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
  • AT Think Better client onboarding: Discovery questions

    How many clients have told you they can’t wait until they’re retired? Suppose you ask them point blank, “What does retirement look like to you?”

    February 20
    Kyle Walters
    Kyle Walters
    L&H CPAs and Advisors
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© 2026 Arizent. All rights reserved.
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© 2026 Arizent. All rights reserved.