CariAnn Todd is a Principal for BeachFleischman, where she directs the firm’s Employee Benefit Plan Group and serves as a member of the Accounting & Assurance Department. CariAnn provides accounting, assurance, and consulting services for various privately-held businesses. In addition to having a depth of knowledge and experience with employee benefit plan audits, she is a subject matter expert in complex issues such as the Paycheck Protection Program and Employee Retention Credits. CariAnn has worked in public accounting since 1995, and she is a Certified Public Accountant licensed to practice in Arizona and Texas.
Areas of Specialty
- Accounting and Assurance
- ASC 740 – Income Tax Accounting
- Employee Benefit Plans
- Employee Retention Credits
- Paycheck Protection Program
Industry Experience
Education
- Abilene Christian University, Bachelor of Business Administration in Accounting
Professional Associations and Activities
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
Speaking Engagement
- Arizona Commerce Authority’s Small Business Boot Camp (Ongoing Contributor)
Community Involvement
- Aledo High School Softball Booster Club, Board Member
- Youth Softball Coach (14 Seasons)
Publications
Journal of Pension Benefits:
- Initial Audits of Large Plans (Fall 2018)
- Common Operational Errors in Large Plan Audits (Spring 2018)
- Employee Benefit Plan Audit Quality (Fall 2017)