Heather Morton is a Tax Senior Manager at BeachFleischman PC. She has extensive experience in the estate and trust area. She has been in public accounting since 1997.

Areas of Specialty

  • Estate, Trust and Gift Taxation
  • Individual Taxation
  • Tax Planning and Consulting
  • Tax Compliance

Industry Experience

  • High Net Worth Individuals
  • Family Succession Planning
  • Estate Planning
  • Trust Taxation

Education

  • University of Arizona, Bachelor of Science in Business Administration, Accounting

Professional Associations and Activities

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Southern Arizona Estate Planning Council