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The Border Guide
10th Edition
Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
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The Hot and the Cold of Car Expense Deductions
Category: KCA ArticlesTaxpayers run hot and cold when it comes to automobile expenses.
Keats, Connelly and Associates Promotes J. Bradford Flecke to Senior Staff Planner
Category: In The NewsKeats, Connelly and Associates 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.
Keats, Connelly and Associates to Transition Ownership to Employees Over Next 10 Years
Category: In The NewsKeats, Connelly and Associates to Transition Ownership to Employees Over Next 10 Years Keats, Connelly and Associates, 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.
Sally A. Taylor Appointed Keats, Connelly and Associates Director of Financial Planning
Category: In The NewsKeats, Connelly and Associates has named Scottsdale resident Sally A. Taylor, CPA, PFS, as its newest director of financial planning.
Fall 2008 E-Update Newsletter
Category: KCA Newsletters and E-UpdatesKCA 2009 Workshop Dates – Let Me Off This Roller Coaster – Taking Losses Gracefully – Capital Gains Tax Update – Letter to the Tax Clients
9th Edition of The Border Guide – Definitive Guide to Living on Both Sides of U.S./Canadian Border – Now Available
Category: In The NewsSelf 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 Appointed Senior Investment Officer of Keats, Connelly and Associates
Category: In The NewsPeter Eickelberg has been appointed the senior investment officer of Keats, Connelly and Associates. In his new role Eickelberg will be responsible for the firm’s investment department and will act as the chairperson of its investment committee.
Keats, Connelly and Associates Named Top Wealth Management Firm for Eighth Consecutive Year
Category: In The NewsKeats, Connelly and Associates, LLC 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.
Summer 2008 E-Update Newsletter
Category: KCA Newsletters and E-UpdatesKCA 2009 Workshop Dates – About that Joint in College – Keeping the Cottage in the Family – New Stiff Penalties for Underreporting Bank and Financial Accounts – KCA News
Keats, Connelly and Associates, LLC Recognized for Workplace Flexibility and Effectiveness
Category: In The NewsKeats, Connelly and Associates, LLC was named a winner of the 2008 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility today.