BeachFleischman PC promotes Ulibarri, Barraza and Feldhausen to Shareholder

BeachFleischman PC promotes Ulibarri, Barraza and Feldhausen to Shareholder

Tucson, AZ – June 20, 2018 – BeachFleischman PC, one of Arizona’s largest locally-owned CPA firms, announces the promotions of Christine Ulibarri, Fernando Barraza and Evan Feldhausen to Shareholder. The three shareholder additions serve to support strategic growth by deepening the firm’s specialized tax and industry practices. The firm now has 21 shareholders and over […]

Saving tax on restricted stock awards with the Sec. 83(b) election

Saving tax on restricted stock awards with the Sec. 83(b) election

Today many employees receive stock-based compensation from their employer as part of their compensation and benefits package. The tax consequences of such compensation can be complex — subject to ordinary-income, capital gains, employment and other taxes. But if you receive restricted stock awards, you might have a tax-saving opportunity in the form of the Section […]

BeachFleischman named one of Accounting Today’s Best Accounting Firms to Work for

BeachFleischman named one of Accounting Today’s Best Accounting Firms to Work for

BeachFleischman was recently named as one of the 2017 Accounting Today’s Best Accounting Firms to Work for. Accounting Today has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees. This survey and awards program is designed to identify, recognize and honor the best employers in the accounting […]

Arizona CFOs Report Higher Optimism for 2017

Arizona CFOs Report Higher Optimism for 2017

January 31, 2017, Tucson, AZ — CFOs in both Phoenix and Tucson believe that economic conditions have improved significantly in their cities and the state of Arizona, with the majority expecting revenue growth and one-third are planning to raise the price of their goods and services this year. These were just some of the results […]

BeachFleischman PC promotes Armstrong, Bickerton, and Maneval to shareholder

BeachFleischman PC promotes Armstrong, Bickerton, and Maneval to shareholder

Tucson, AZ – January 6, 2017 — BeachFleischman PC, one of Arizona’s largest locally-owned CPA firms, is proud to announce the promotions of Susan A. Armstrong, Jon Bickerton, and Eric B. Maneval to shareholder, effective January 1, 2017. Susan A. Armstrong, CPA is a Tax Shareholder and a member of the firm’s Real Estate Segment […]

Should you make a “charitable IRA rollover” in 2016?

Should you make a “charitable IRA rollover” in 2016?

Last year a break valued by many charitably inclined retirees was made permanent: the charitable IRA rollover. If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA to qualified charitable organizations without owing any income tax on the distributions. Satisfy your RMD A charitable IRA […]

To deduct business losses, you may have to prove “material participation”

To deduct business losses, you may have to prove “material participation”

You can only deduct losses from an S corporation, partnership or LLC if you “materially participate” in the business. If you don’t, your losses are generally “passive” and can only be used to offset income from other passive activities. Any excess passive loss is suspended and must be carried forward to future years. Material participation […]

BeachFleischman PC appoints Marc Fleischman as Chief Executive Officer

BeachFleischman PC announces that Marc Fleischman has been appointed Chief Executive Officer. Fleischman succeeds Bruce Beach, who led the firm as CEO since 1990. Fleischman will guide BeachFleischman’s vision and strategy, and will continue to maintain his role leading the firm’s Litigation Support practice. Beach will remain as chairman of the board and senior advisor, […]

BeachFleischman PC and Cervantes CPA Firm, P.C. merge to expand Phoenix footprint

BeachFleischman PC and Cervantes CPA Firm, P.C. merge to expand Phoenix footprint

Phoenix, AZ – January 1, 2016 – BeachFleischman PC, one of Arizona’s largest locally-owned CPA firms, is proud to announce a merger with Scottsdale-based Cervantes CPA Firm, P.C., effective January 1, 2016. The combined firms are practicing as BeachFleischman PC, and Cervantes CPA Firm’s employees, including 1 shareholder and 4 staff, have relocated to BeachFleischman’s […]