Dale A. Walters Archives

3 Tax Tips for 2017

by in AZ Business Magazine

Dale A. Walters, a CPA who is one of the leaders at KeatsConnelly, offers these tax tips for 2017: 1. Be aware that a number of tax forms have new filing deadlines.  Key deadline changes under the new law, which took effect Jan. 1 are: Partnership (Form 1065): New deadline March 15 (a month earlier)… Read More →

KeatsConnelly appoints Sally A. Taylor as CEO

Financial Statements

Phoenix-based KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle, appointed Sally A. Taylor to chief executive officer and Bryant E. Andrus to president, respectively. In her new role, Taylor will be leading and setting the strategy for the company,… Read More →

The Tax Implications From A Short Sale, Foreclosure

Short Sale - AZ Business Magazine January/February 2012

The truth of consequences: There can be tax implications from a short sale and foreclosure The only sure things in life are death and taxes. And like death, taxes can sometimes sneak up and surprise you. Some homeowners who have faced foreclosure or a short sale might be startled to learn that they may face… Read More →