KeatsConnelly Adds Mexico to Its Cross Border Planning

KeatsConnelly, a wealth management firm in Phoenix specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has expanded its services to offer cross border planning for Canadians and Americans moving to Mexico.

“For us, it was a natural fit. Many of our current clients who travel, relocate or purchase real estate on both sides of the US/Canadian border are also traveling and buying real estate in Mexico,” said Dale Walters, chief executive officer of Keats, Connelly and Associates.

In January, Keats purchased Cross Border Tax & Accounting, LLC (CBTA), which serves clients with international tax concerns and offers a full range of tax planning and preparation in both the United States and Canada. The acquisition makes CBTA a wholly-owned subsidiary of KeatsConnelly.

As part of KeatsConnelly, CBTA offers financial planning and investment management to its current client base, and it avails Keats the chance to advise a new market of cross border citizens.

“KeatsConnelly serves the high net worth client. With CBTA, we have moved to address the needs of the middle market client in the cross border niche,” said Walters.

CBTA requires its clients to posses a minimum of $250,000 in assets to manage, while Keats, Connelly currently requires its client posses over $1 million in assets.

“Keats, Connelly received over 300 inquiries in 2006, with only 10 percent being potential clients. CBTA will now be able to serve most of that remaining 90 percent,” said Walters.

About KeatsConnelly

KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit www.keatsconnelly.com.

Related Downloads

REL-Mexico.pdf

Posted in In The News
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
TRY OUR CROSS-BORDER FORUM »
Get Updates from Us
SIGN UP FOR E-UPDATES »