Heath Walters, Cpa, Ctc

Heath Walters, Cpa, Ctc Email and Phone Number

Chief Tax Planner @ The Walters Institute
Florida, United States
Heath Walters, Cpa, Ctc's Location
Greater Tampa Bay Area, United States, United States
Heath Walters, Cpa, Ctc's Contact Details

Heath Walters, Cpa, Ctc work email

Heath Walters, Cpa, Ctc personal email

Heath Walters, Cpa, Ctc phone numbers

About Heath Walters, Cpa, Ctc

Heath Walters is a strategic tax planning specialist who trains and partners with financial advisors to recommend and deliver specialized tax, investment, and legal/estate strategies for their high-net-worth clients. With over 10 years of experience as a CPA and Certified Tax Coach, Heath helps financial planning firms set themselves apart to their ideal clients through coaching and specialized services to complement traditional financial planning. Heath’s proven process for client acquisition has led to many advisors doubling their book of business in as little as 24 months.Heath has both a Bachelor degree in Accounting and Master of Science in Accounting from Appalachian State University.Heath is the co-founder and President of The Walters Way, LLC. Heath was certified as a North Carolina CPA in 2000. He is a Certified Tax Coach as well as an instructor with The American Institute of Certified Tax Planners. Heath also conducts training seminars for financial and wealth advisors, Continuing Professional Education for CPAs, and is a mentor for other CPAs working toward converting their practice to an Advanced Tax Planning firm.To learn more, please visit https://TheWaltersInstitute.org

Heath Walters, Cpa, Ctc's Current Company Details
The Walters Institute

The Walters Institute

View
Chief Tax Planner
Florida, United States
Heath Walters, Cpa, Ctc Work Experience Details
  • The Walters Institute
    Chief Tax Planner
    The Walters Institute
    Florida, United States
    View
  • The Walters Institute
    Chief Tax Planner
    The Walters Institute Mar 2011 - Present
    United States, Us
    Our mission is to help financial advisors grow their practices to unprecedented levels by building strategic tax planning into their service. By serving as tax planning specialists in a behind-the-scenes capacity for your clients, we can elevate the positioning of your firm and quickly set you apart from other advisors. Our business model is based on the principle of educating advisors and their clients on underutilized strategies for mitigating tax liability.
    View
  • The Walters Way
    Owner
    The Walters Way Aug 2013 - Present
    Charlotte, Nc, Us
    The Walters Way, LLC offers tax planning and business advisory services. The firm's innovative tax saving strategies means big results for business owners: an average of 48% on their taxes annually. The Walters Way combines strategic tax planning services with sound business guidance in a powerful, proactive approach that reduces tax burdens and help clients make smarter decisions about every aspect of their financial lives.
    View
  • The Walters Way
    President
    The Walters Way Nov 2010 - Present
    Charlotte, Nc, Us
    SAFE College Funding, LLC is a Professional Financial Aid Consulting Firm that combines college planning and funding with tax and retirement planning to ensure families are set up for the best financial standing possible. By considering these various aspects together, SAFE College Funding prevents parents from sacrificing retirement funds to pay for college and maximizes opportunity for financial aid. This holistic approach is the key to success for the families represented.
    View
  • The Home Depot
    Operations Manager
    The Home Depot Mar 2006 - Mar 2011
    Atlanta, Georgia, Us
    View
  • Lowe'S
    Operations Manager
    Lowe'S Nov 2001 - Feb 2005
    Mooresville, Nc, Us
    View
  • Arthur Andersen Business Consulting
    Staff Auditor
    Arthur Andersen Business Consulting Sep 1999 - Oct 2000
    View

Heath Walters, Cpa, Ctc Skills

Retirement Planning Finance Retirement Small Business Accounting Management Business Planning Tax Team Leadership Financial Planners Project Planning Negotiation Strategy Insurance Process Improvement Microsoft Word Business Development Risk Management Contract Negotiation New Business Development Strategic Financial Planning Financial Planning Change Management Business Strategy Problem Solving

Heath Walters, Cpa, Ctc Education Details

  • Appalachian State University
    Appalachian State University
    Accounting
  • Appalachian State University
    Appalachian State University
    Accounting

Frequently Asked Questions about Heath Walters, Cpa, Ctc

What company does Heath Walters, Cpa, Ctc work for?

Heath Walters, Cpa, Ctc works for The Walters Institute

What is Heath Walters, Cpa, Ctc's role at the current company?

Heath Walters, Cpa, Ctc's current role is Chief Tax Planner.

What is Heath Walters, Cpa, Ctc's email address?

Heath Walters, Cpa, Ctc's email address is he****@****ail.com

What is Heath Walters, Cpa, Ctc's direct phone number?

Heath Walters, Cpa, Ctc's direct phone number is +170465*****

What schools did Heath Walters, Cpa, Ctc attend?

Heath Walters, Cpa, Ctc attended Appalachian State University, Appalachian State University.

What skills is Heath Walters, Cpa, Ctc known for?

Heath Walters, Cpa, Ctc has skills like Retirement Planning, Finance, Retirement, Small Business, Accounting, Management, Business Planning, Tax, Team Leadership, Financial Planners, Project Planning, Negotiation.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.