Taxpayers run hot and cold when it comes to automobile expenses.

KeatsConnelly is pleased to announce that in addition to his role as in-house legal counsel, J. Bradford Flecke, has been promoted to senior staff planner.

KeatsConnelly to Transition Ownership to Employees Over Next 10 Years KeatsConnelly, a Phoenix-based wealth management firm with more than $225 million under advisement, is pleased to announce its plans to transition ownership of the firm to a handful of employees gradually over a 10-year period.

KeatsConnelly has named Scottsdale resident Sally A. Taylor, CPA, PFS, as its newest director of financial planning.

KeatsConnelly 2009 Workshop Dates – Let Me Off This Roller Coaster – Taking Losses Gracefully – Capital Gains Tax Update – Letter to the Tax Clients

Self Counsel Press is pleased to announce the release of the 9th Edition of The Border Guide. Written by international finance expert Robert Keats.

Peter Eickelberg has been appointed the senior investment officer of KeatsConnelly. In his new role Eickelberg will be responsible for the firm’s investment department and will act as the chairperson of its investment committee.

KeatsConnelly has been named one of the top wealth management firms in the country by Wealth Manager magazine, as part of its Eighth Annual Wealth Manager “Top Dog” report.

KeatsConnelly 2009 Workshop Dates – About that Joint in College – Keeping the Cottage in the Family – New Stiff Penalties for Underreporting Bank and Financial Accounts – KeatsConnelly News

KeatsConnelly was named a winner of the 2008 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility today.

Dale Walters has been honored for his outstanding leadership during his tenure as committee chair for the Arizona Family College Savings Plan Oversight Committee (AFCSP).

KeatsConnelly has named Ronald G. Kendall its compliance officer.

KeatsConnelly has promoted Renee S. Bellefeuille to associate planner.

KeatsConnelly has named Bryant Andrus its newest associate planner.

Is the 4% Solution Right For Your Retirement Plan?

KeatsConnelly has opened an office in Naples, Florida at the Naples Executive Suites.

Market Downturns – Canadian 2008 Federal Budget Highlights – Rise in Numbers of Canadians Visiting Arizona

KeatsConnelly has named Santina M. Michel as its newest associate planner.

KeatsConnelly has named Leslie J. Hamilton as its newest staff planner.

Robert Keats and Dale Walters, who are the president and CEO of KeatsConnelly, respectively, have been named two of the “Top Financial Planners in America” by the Consumers’ Research Council of America.

Longevity: The Impact of Stress and Financial Peace of Mind

Dale Walters, CPA, PFS, CFP®, Chief Executive Officer, has been named to the “Top Advisors 2008” list by Reuters (LSE: RTR; NASDAQ: RTRSY), the global information company.