Blog Archives

Event: The Tax Transformation in Calgary (Oct 26, 2017)

If you are a business or individual on either side of the border, this event is your chance to learn how to take advantage of the upcoming tax changes and learn how they may impact you!

Posted in Cross-Border Blog

Event: The Tax Transformation in Edmonton (Oct 24, 2017)

If you are a business or individual on either side of the border, this event is your chance to learn how to take advantage of the upcoming tax changes and learn how they may impact you!

Posted in Cross-Border Blog

The United States Is the Only Tax Haven to Which Canadians Can Drive

With the pending tax proposal from Finance Minister Morneau, Canadians may need a tax haven. The US is the most commonly overlooked tax haven opportunity for Canadians. Throughout the book A Canadian’s Best Tax Haven: The US – Take Your

Posted in Cross-Border Blog

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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Posted in Cross-Border Blog

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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Posted in Cross-Border Blog

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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Posted in Cross-Border Blog

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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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.
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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