PHOENIX, July 24, 2017 /PRNewswire/ -- BeachFleischman PC announces that Dale A. Walters, CPA, PFS, CFP® has joined the firm's Phoenix office as Senior Tax Manager, Director of Canada-US Tax Services. The addition of Walters will serve to expand the firm's international and Canada-US tax capabilities. His area of focus is on real estate investors, small business owners and high net worth individuals who have business operations, real estate or other cross-border investments in Canada and the U.S. He consults on planning issues, compliance and wealth preservation and growth.
Walters is a licensed certified public accountant and has earned the personal financial specialist designation, as well as being one of the few people who has earned the Certified Financial Planner™ designation in both the US and Canada. He has over thirty-five years of tax and advisory experience and is a frequent speaker on US-Canada financial planning and tax-related issues. He is the author of Buying Real Estate in the US – The Concise Guide for Canadians and co-authored Taxation of Canadians in America: Are YOU at risk?, as well as Taxation of Americans in Canada: Are YOU at risk?
He has been recognized with several professional honors, including the "Outstanding Leadership Award" from the AZ Family College Savings Plan Oversight Committee, Mutual Funds Magazine's "Top US Financial Advisor," the ASCPA's "Committee Chair of the Year" and a finalist for the Phoenix Chamber of Commerce "Small Business Person of the Year."
Walters is a member of the American Institute of Certified Public Accountants, Arizona Society of Certified Public Accountants, Financial Planning Association and the National Association of Personal Financial Advisors. He is involved in the community and is an active Rotary International member and a board member for the Phoenix Club 100. He is an Arizona State University graduate, where he received his Bachelor of Science in Accounting.
About BeachFleischman PC
BeachFleischman PC is one of Arizona's largest locally-owned CPA firms and a Top 200 largest CPA firm in the United States. BeachFleischman provides accounting, assurance, tax and advisory services to businesses (U.S. and foreign-based), organizations, and individuals. The firm serves clients doing business domestically and internationally and specializes in a variety of practice areas, including healthcare, construction, real estate, manufacturing, hospitality, high-tech, not-for-profit and service businesses. Offices are in Tucson, AZ (headquarters) and Phoenix, AZ. Visit www.beachfleischman.com
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