By company founder Robert Keats, 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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Posted by KeatsConnelly on Dec 18, 2009
KeatsConnelly is pleased to announce John Rice, a staff planner a Chartered Financial Analyst® designee and a CERTIFIED FINANCIAL PLANNER™ professional, has joined the CFA Society of South Florida’s Board of Directors
Posted by KeatsConnelly on Nov 02, 2009
Featured Articles: Widows and Widowers of US Citizens Under US Immigration Rules., Investing in Foreign Securities and Currency., Gifting to Grandchildren in Canada.
Posted by KeatsConnelly on Oct 28, 2009
KeatsConnelly LLC featured in Accounting Today
Posted by KeatsConnelly on Oct 05, 2009
Self Counsel Press is pleased to announce the release of the 10th Edition of The Border Guide. Written by international finance expert Robert Keats.
Posted by KeatsConnelly on Aug 27, 2009
KeatsConnelly, a local wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce four new partners:
Posted by KeatsConnelly on Aug 12, 2009
Featured Articles: DHS Clarifies “Unlawful Presence,” Health Insurance in the US, CHGFE—Currency Exchange, Investment Strategies, National Advisors Trust, FSB Conference, Tax Client Survey.
Posted by KeatsConnelly on Jul 22, 2009
KeatsConnelly is pleased to announce finance expert Robert Keats as a contributor to The Trusted Advisor’s Survival Kit.
Posted by KeatsConnelly on Jun 11, 2009
KeatsConnelly has been named a winner of the 2009 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility.
Posted by KeatsConnelly on Jun 01, 2009
KeatsConnelly is pleased to announce Bryant Andrus has been appointed the firm’s newest staff planner.
Posted by KeatsConnelly on May 27, 2009
KeatsConnelly has been awarded the Greater Phoenix Chamber of Commerce’s Impact Award for Company Culture.
Posted by KeatsConnelly on May 21, 2009
Featured Articles: IRS Reaches out to Non-Resident US Taxpayers, US Naturalization Update, Investment Returns, Newsworthy Notes, Risk Tolerance and Portfolio Allocation, Green Tip$
Posted by KeatsConnelly on May 19, 2009
KeatsConnelly is pleased to announce Linda Field, CPA, has rejoined the Phoenix office full-time as a tax manager.
Posted by KeatsConnelly on May 14, 2009
KeatsConnelly is pleased to announce the firm’s own Robert Keats has been appointed to the National Advisors Trust Company (NATC) Board of Directors.
Posted by KeatsConnelly on May 10, 2009
KeatsConnelly is pleased to announce John Rice, who holds a Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional, has joined the company’s Florida office as a staff planner.
Posted by KeatsConnelly on Apr 01, 2009
KeatsConnelly has been named a top CPA/Financial Planning Firm in the United States by CPA Wealth Provider’s Sixth Annual Financial Planning Awards program.
Posted by KeatsConnelly on Mar 19, 2009
Here is an article that Bob Keats has written that discusses the current market conditions
Posted by KeatsConnelly on Mar 17, 2009
KeatsConnelly (KCA) is pleased to announce it has relocated and expanded its Florida office to the Renaissance Commons at 1880 N. Congress Ave. in Boynton Beach.
Posted by KeatsConnelly on Mar 03, 2009
KeatsConnelly has been named a finalist for the Greater Phoenix Chamber of Commerce’s Impact Award.
Posted by KeatsConnelly on Jan 26, 2009
February 2009 Workshop Dates – No Time for Tax? – 2008 Nursing Home Costs – The Border Guide Forum – Tax Timeline
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