Kyle Walters

Partner

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.

Client communications

Benefits Think Time to up your ‘out of office’ game

Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.

By Kyle Walters

December 4

Work from home

Benefits Think Work-from-home tools to master: Video messaging

When it comes to working from home, people’s thoughts automatically turn to Zoom. But there’s another game-changing tool that’s rapidly gaining traction in the telework arena.

By Kyle Walters

August 20