Blog Archives

KeatsConnelly helps Canadians and Americans Live on Both Sides of the Border

Sally Taylor, Bob Keats and Dale Walters of KeatsConnelly talk about helping Canadians and Americans live on both sides of the border in an article published on azcentral.com and in the Arizona Business Gazette.  Please click here to read it!

Posted in In The News

2017 Canada Week Bonspiel

KeatsConnelly will sponsor the Canada Week Bonspiel again in 2017!  It will be held at the Coyotes Curling Club in Tempe, AZ from Thursday, February 2nd to Sunday, February 5th. Registration is open at coyotescurling.com. Hope you can join us.

Posted in In The News

2017 KeatsConnelly Cross-Border Workshops

The dates are set for our 2017 Cross-Border Workshops. Please click here for details. Hope to see you!

Posted in In The News

KeatsConnelly adds two New Cross-Border Professionals to its Staff

Kerry Gray, International Tax Director and Michael Hinterlong, Investment Analyst join the KeatsConnelly team! Click “Read More” below for more information.

Posted in In The News

KeatsConnelly was named a Top Company To Work For In Arizona!

KeatsConnelly was named one of the TOP COMPANIES TO WORK FOR IN ARIZONA! We are extremely proud to be recognized in this way. Sponsored through The Arizona Republic, BestCompaniesAZ and azcentral.com, this award recognizes organizations that are creating quality jobs

Posted in In The News

Our Cross-Border Series is Expanding!

Our Cross-Border Series is expanding! The new 11th edition of The Border Guide is now available. We have also added another book to our series entitled, Taxation of Americans in Canada: Are you at RISK? Please view the flyer for more

Posted in In The News

Canada/US Announce New Agreement on Customs

Canadians traveling to the United States will eventually be able to get pre-clearance from U.S. customs agents before they cross the border, helping to ease lines at busy border crossings. Public Safety Minister Steven Blaney and U.S. Homeland Security Secretary

Posted in In The News

KeatsConnelly Annual Cross-Border Workshops

Keats Connelly Annual Cross-Border Living Workshops are coming up!  Please click here for details.

Posted in In The News

Canada Week 2016

Canada week 2016 will soon be here. The activities begin on Sunday, February 6, 2016 with the 64th Annual Great Canadian Picnic. Activities will continue through Sunday, February 14, 2016. The week includes the annual Canada Week Bonspiel and the Canada

Posted in In The News

KeatsConnelly Celebrates 25 Years of Service!

KeatsConnelly opened its doors in 1990 — 2015 marks our 25th year of service. We are proud to be the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a

Posted in In The News
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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Upcoming Workshops
2017 - Phoenix, AZ
2017 - Palm Springs, CA
2017 - Naples, FL
2017 - Boca Raton, FL

WORKSHOP/SEMINAR DETAILS »