Blog Archives

Taxing Authorities are Fighting Fraud by asking for your Driver’s License

The IRS and state tax authorities are implementing new safeguards to protect your identity.  The IRS safeguards are currently aimed at tax returns that are prepared using tax software.  For example, there may be a 16-character code found on your

Posted in Cross-Border Blog

Four US tax tips for 2017

By Dale A. Walters, CPA, PFS, CFP® (US and Canada) November 21, 2016 1. Be aware that several US tax forms have new filing deadlines. Key changes are: Return Type Previous Law New Law Effective Jan 1, 2017 Partnership (Form

Posted in Cross-Border Blog

KeatsConnelly Cross-Border Weekly Best of the Web 2016-10-28

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. Featured this week include a piece reviewing a

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Posted in Cross-Border Blog

IRS announces 2017 inflation adjusted numbers

By Dale A. Walters, CPA, PFS, CFP® (US and Canada) October 26, 2016 More than 50 US tax figures are changed each year due to inflation. Here are some of the 2017 tax items that are adjusted for inflation. Unified

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KeatsConnelly Cross-Border Weekly Best of the Web 2016-9-30

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. This week’s articles depart from the cross-border trail

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KeatsConnelly Cross-Border Weekly Best of the Web 2016-9-16

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. This week, we highlight three articles. The first

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KeatsConnelly Cross-Border Weekly Best of the Web 2016-9-9

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. Two articles are brought into focus this week.

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Income Tax Differences: Canada and the US

Canadians have become almost numb to the issue of taxation having been bombarded with media reports decrying the amount of tax that Canadians pay and the thought that Canada is one of the most heavily taxed nations on Earth. Setting

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KeatsConnelly Cross-Border Weekly Best of the Web 2016-8-19

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. Two articles are highlighted this week. The first

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Posted in Cross-Border Blog

KeatsConnelly Cross-Border Weekly Best of the Web 2016-8-5

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. This week we highlight two articles. The first

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Posted in Cross-Border Blog
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.
Buying Real Estate in the US
This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
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?
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