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 Compliance
- Tax Planning and Consulting
Industry Experience
- Estate Planning
- Family Succession Planning
- High Net Worth Individuals
- 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
