Joy C. Cervantes earns the Certified Exit Planning Advisor (CEPA) designation

BeachFleischman’s Joy C. Cervantes recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 4-day executive MBA-style program. Joy joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the[ … ]

BeachFleischman Announces 2020 Promotions

Staff Promotions Sr. Administrative Assistant to Sr. Administrative Assistant/Time & Billing Team Leader Alanna Danby (Internal Operations) Manager to Senior Manager Mikaela Knutson (Audit) Monica Vera (Tax) Supervisor to Manager Anita Asbury (SOAR) Senior to Supervisor Gina Khawam (Tax) Associate to Senior Doug Austhof (Tax) Taylor Brown (Audit) Helen Bui (Tax) Ryan Li (Tax) Lauren[ … ]

BeachFleischman holds Community Impact Day

BeachFleischman’s first Community Impact Day took place on Tuesday, December 10th! Community impact is one of our core values, and we were excited at this opportunity to expand the impact we have on our cities. Staff from BeachFleischman and Pinnacle Plan Design partnered with United Way of Tucson and Southern Arizona in Tucson as well[ … ]

BeachFleischman named a “10 Best Firms for Young Accountants” in the U.S.

Accounting Today Magazine has named BeachFleischman as one of the “10 Best Firms for Young Accountants” in the U.S.  Each year, Accounting Today and Best Companies Group recognizes the “100 Best Firms to Work For in the U.S.” — and this year they also picked the “10 Best Firms for Young Accountants.” This new report singles out the[ … ]

BeachFleischman Named a 2019 Accounting Today’s “Best Accounting Firms to Work for”

BeachFleischman was recently named as one of the 2019 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 are designed to identify, recognize and honor the best employers in the accounting[ … ]

Contempo HCM launches to provide Arizona business owners with payroll and human capital management technology

Payroll executive and entrepreneur, Lawrence Bailliere, BeachFleischman PC, one of Arizona’s largest locally-owned CPA firms, and Pinnacle Plan Design, LLC, a third-party administrator (TPA) for employer-sponsored qualified retirement plans, announce the formation of a joint venture to launch Contempo HCM, LLC, an Arizona-based payroll and human capital management company. Bailliere has been named CEO and will[ … ]

BeachFleischman PC promotes Eisenman and Mattull to Shareholder

Tucson, AZ – January 1, 2019 – BeachFleischman PC announces the promotions of Lyuda Eisenman and Karen Mattull to Shareholder. The two shareholder additions serve to support strategic growth by deepening the firm’s specialized tax and healthcare industry practice as well as firm operations. The firm now has 23 shareholders and over 170 professional client[ … ]

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

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[ … ]