Dale Walters

Dale Walters Email and Phone Number

Leader | Mentor | Canada-U.S. Tax | Cross Border Consultant | Business Coach | Author | Speaker @ SCORE Mentors
Dale Walters's Location
Scottsdale, Arizona, United States, United States
Dale Walters's Contact Details
About Dale Walters

I previously provided cross-border tax and financial consulting. I advised high-net-worth families on cross-border tax and financial planning matters.I am an author and co-author of three Canada-US tax related books. I currently mentor new and aspiring entrepreneurs.

Dale Walters's Current Company Details
SCORE Mentors

Score Mentors

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Leader | Mentor | Canada-U.S. Tax | Cross Border Consultant | Business Coach | Author | Speaker
Dale Walters Work Experience Details
  • Dale A. Walters Consulting
    Consultant
    Dale A. Walters Consulting Nov 2023 - Present
    Consulting, mentoring and coaching entrepreneurs.
  • Score Mentors
    Certified Mentor
    Score Mentors Nov 2023 - Present
    Washington, Dc, Us
    Business mentor for small and aspiring business owners.
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  • Beachfleischman
    Retired Senior Tax Manager And Director Of Canada-Us Tax Services
    Beachfleischman Jul 2017 - Oct 2023
    Tucson, Az, Us
    Canada-US tax and tax planning Advising high net worth familiesBusiness DevelopmentBeachFleischman PC has grown to be the largest locally-owned CPA firms in Arizona and is in the top 150 largest CPA firm in the United States. The firm serves privately owned businesses, not-for-profit organizations and entrepreneurs in the US, Mexico and Canada, and provides a wide range of accounting, audit, and tax services, as well as business valuations, HR and Cyber Security consulting services.
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  • Keatsconnelly - Cross Border Wealth Management
    Chairman Of The Board
    Keatsconnelly - Cross Border Wealth Management Sep 2016 - Mar 2017
    Phoenix, Arizona, Us
    KeatsConnelly manages the wealth and complexity of high net worth individuals looking to move, invest or retire across the U.S./Canada border. KeatsConnelly is a cross-border wealth management firm that specializes in assisting Canadians and Americans in realizing their dreams of a cross-border lifestyle.
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  • Keatsconnelly - Cross Border Wealth Management
    Chief Executive Officer
    Keatsconnelly - Cross Border Wealth Management Jun 1994 - Sep 2016
    Phoenix, Arizona, Us
    KeatsConnelly manages the wealth and complexity of high net worth individuals looking to move, invest or retire across the U.S./Canada border. KeatsConnelly is a cross-border wealth management firm that specializes in assisting Canadians and Americans in realizing their dreams of a cross-border lifestyle. The majority of our clients are business owners looking to sell their business in Canada and retire in the U.S.
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  • Cross Border Tax & Accounting
    President And Ceo
    Cross Border Tax & Accounting Jan 1999 - Mar 2017
    Phoenix, Arizona, Us
    Cross Border Tax & Accounting, provides tax planning and preparation of U.S. and Canadian tax returns. We are a wholly owned subsidiary of KeatsConnelly.Cross Border Tax & Accounting has offices in Arizona and Florida, and has a team of professionals that include an Attorney, Certified Public Accountants (U.S.) and Chartered Public Accountants (Canada), as well as other tax and accounting designations.
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Dale Walters Skills

Tax Estate Planning Financial Services Wealth Management Income Tax Small Business Retirement Planning Financial Planners Tax Preparation Leadership Trusts Strategic Planning Asset Management Personal Finance Personal Financial Planning High Net Worth Individuals Accounting Asset Managment Us Canada Tax Us Canada Financial Planning Financial Planning Cpa Asset Allocation Financial Analysis Mergers And Acquisitions Compliance Finance Management Martial Arts Self Defense Team Leadership Leadership Development Coaching And Mentoring Organizational Leadership Team Building Entity Selection Choice Of Entity Personal Tax Planning

Dale Walters Education Details

  • W. P. Carey School Of Business – Arizona State University
    W. P. Carey School Of Business – Arizona State University
    Accounting
  • Drake University
    Drake University
    Finance And Education

Frequently Asked Questions about Dale Walters

What company does Dale Walters work for?

Dale Walters works for Score Mentors

What is Dale Walters's role at the current company?

Dale Walters's current role is Leader | Mentor | Canada-U.S. Tax | Cross Border Consultant | Business Coach | Author | Speaker.

What is Dale Walters's email address?

Dale Walters's email address is da****@****lly.com

What is Dale Walters's direct phone number?

Dale Walters's direct phone number is +160295*****

What schools did Dale Walters attend?

Dale Walters attended W. P. Carey School Of Business – Arizona State University, Drake University.

What are some of Dale Walters's interests?

Dale Walters has interest in Martial Arts, Cross Border Tax And Financial Planning, Religion, Philosophy.

What skills is Dale Walters known for?

Dale Walters has skills like Tax, Estate Planning, Financial Services, Wealth Management, Income Tax, Small Business, Retirement Planning, Financial Planners, Tax Preparation, Leadership, Trusts, Strategic Planning.

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