Dale A. Walters
Writer, Consultant, and Father in Phoenix, Arizona
Dale A. Walters, CPA, PFS, CFP(R) (U.S. and Canada) is a Senior Tax Manager with BeachFleischman, CPAs and is the head of the Canada-US tax and consulting services.
Prior to joining BeachFleischman, Dale was a partner and the CEO and Chairman of KeatsConnelly, a cross-border wealth management firm headquartered in Phoenix, Arizona.
Dale is the author of Buying Real Estate in the US: The Concise Guide for Canadians and the Co-author of Taxation of Canadians in America, and Taxation of Americans in Canada.
Serving clients for over thirty-five years, Dale has twice been named one of the top financial advisors in the US by Mutual Fund Magazine.
While at KeatsConnelly Dale led the firm to numerous awards, including Phoenix Chamber’s Impact award for Company Culture, the Alfred P. Sloan award for Workplace Flexibility, the Better Business Bureau award for Ethics, all of which has led to KeatsConnelly being named one of Arizona's Most Admired Companies in 2011, 2012 and 2013, one of Arizona's 100 Best Companies in 2012, and one of Arizona's Top Companies to Work For in 2016. Dale is a frequent speaker on US-Canada financial planning and tax related issues.