Dale Walters, CPA, PFS, CFP®

Beach Fleischman
Director of Canada - US Tax Services


Dale is the Director of Canada-US Tax Services at BeachFleischman, one of Arizona’s largest locally owned CPA firms.

Dale is a licensed certified public accountant and has earned the personal financial specialist designation, as well as being one of the few people that have earned the Certified Financial Planner™ designation in both the US and Canada.

Dale has over thirty-five years of experience and is a frequent speaker on US-Canada financial planning and tax related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and is the co-author of Taxation of Canadians in America: Are YOU at risk? and Taxation of Americans in Canada: Are YOU at risk?

Having owned and run many businesses over many years, Dale understands the needs, frustrations and challenges of business owners. Dale has experienced the decisions to be made with regards to structure, compensation and benefits, pricing, marketing, hiring, culture, mergers and ultimately the successful transition of a business to the next generation of leadership.

Dale is a former collegiate wrestler and four-time World Heavyweight Karate Champion. Dale is also a fourth-degree black belt in Judo and a first-degree black belt in the Israeli self-defense system of Krav Maga.

About Us:

BeachFleischman CPAs is based in Arizona and has offices in Phoenix and Tucson (Headquarters). We are one of Arizona's largest locally-owned CPA firms and a "Top 200" largest CPA firm in the U.S. We serve over 7,000 private enterprises, not-for-profit organizations and entrepreneurs in the US and Mexico, and provide accounting, assurance, tax and advisory services. We work closely with clients to help them save taxes, preserve wealth, mitigate risk, improve accountability, enhance profitability and support growth. We also have specialized industry expertise in the healthcare, real estate, construction, manufacturing, service and non-profit sectors. We passionately believe in the power of collaboration. Working together in pursuit of your success is our purpose and our privilege. You get the best of both worlds with BeachFleischman: A firm with the resources to deliver on a global level combined with a service and community-minded approach of a local firm.

Archived Webinars Offered


Date RecordedApril 29, 2019  CostFREE  Course Length1.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other