Dale A. Walters, CPA, PFS

Dale is the Director of Canada-US Tax Services at BeachFleischman, one of Arizona’s largest locally owned CPA firms.

Dale is a licensed certified public accountant and has earned the personal financial specialist designation.

Dale has over 40 years of experience and is a frequent speaker on US-Canada financial planning and tax related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and is the co-author of Taxation of Canadians in America: Are YOU at risk? and Taxation of Americans in Canada: Are YOU at risk?

Having owned and run many businesses over many years, Dale understands the needs, frustrations and challenges of business owners. Dale has experienced the decisions to be made with regards to structure, compensation and benefits, pricing, marketing, hiring, culture, mergers and ultimately the successful transition of a business to the next generation of leadership.

Dale is a former collegiate wrestler and four-time World Heavyweight Karate Champion. Dale is also fourth-degree black belt in Judo and a first-degree black belt in the Israeli self-defense system of Krav Maga.

Areas of Specialty

  • Canada-US Tax and Tax Planning
  • Financial Planning
  • High Net Worth Individuals
  • Trust and Estate Planning
  • US Tax Planning and Strategy

Industry Experience

  • Professional Services – Accounting, Consulting and Financial Planning
  • Real Estate Investors
  • Small Business Owners

Education

  • Arizona State University, Bachelor of Science in Accounting
  • Personal Financial Specialist (PFS)

Awards & Recognition

  • Outstanding Leadership Award – AZ Family College Savings Plan Oversight Committee, 2008
  • Finalist for Phoenix Chamber of Commerce Small Business Person of the Year award, 2006
  • Mutual Funds Magazine Top US Financial Advisor, 2001 & 2002
  • ASCPA Committee Chair of the Year, 1995

Professional Associations and Activities

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Current Business/Community Association and Activities

  • Canada Arizona Business Council
  • Financial Planning Association of Greater Phoenix – Board Member
  • Rotary International, Phoenix Club 100 – Board Member

Past Business/Community Activities

  • Arizona Family College Savings Plan Oversight Committee Chair
  • Arizona Society of CPAs Financial Planning Committee Chair
  • Family Promise of Phoenix Board Member
  • Hospice of the Valley Board Member
  • New Song for Grieving Children Board Chair
  • Personal Financial Specialist Credential Committee Member
  • Phoenix/Calgary Sister Cities Committee

Selected Speaking Engagements

  • American Institute of CPAs
  • Arizona Society of CPAs
  • Arizona State University – Financial Management Association Club
  • Financial Planning Association
  • Florida Institute of CPAs
  • Maricopa County Bar Association
  • National Association of Personal Financial Advisors
  • National Association of Professional Accountants
  • National Society of Accountants