Blog Archives

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

The 2nd Annual KeatsConnelly Bonspiel will be held during CANADA WEEK 2016!

KeatsConnelly sponsors their 2nd annual Bonspiel from February 11-14, 2016 at the Coyotes Curling Club in Tempe, Arizona.

Posted in In The News

Remembrance Day Event Honors Canadian and US Veterans in Phoenix

KeatsConnelly is a proud sponsor of the Veterans’ Day and Remembrance Day Charity Pancake Breakfast to be held on Remembrance Day – Wednesday, November 11, 2015 at the Deer Valley Airport located at 702 West Deer Valley Road in Phoenix. 

Posted in In The News

A Canadian’s Best Tax Haven: The US/Take Your Money and Drive now in its 2nd edition

The 2nd edition of A Canadian’s Best Tax Haven: The US/Take Your Money and Drive is now available. In it, Bob Keats illustrates how a lifestyle choice that involves a climate with year-round golfing and sandy beaches is not only

Posted in In The News

Bob Keats’ article, Border Strategies, in the December issue of Southbound magazine

Please click here to read Bob Keats’ article, Border Strategies, which appears in the December issue of Southbound magazine. When planning a cross-border move it is a good idea to seek the advice of a cross-border specialist familiar with the legalities involved in cross-border planning and tax.

Posted in In The News

Keats Connelly Bonspiel to be held during CANADA WEEK 2015!

KeatsConnelly sponsors Bonspiel at Coyotes Curling Club in Tempe, AZ / February 13th, 14th and 15th of CANADA WEEK 2015!

Posted in In The News

Canada/Arizona Fact Sheet

Did you know that Canada and the US have the world’s largest trading relationship… and, that more than 8 million US jobs depend on trade and investment with Canada?

Posted in In The News

KeatsConnelly Wins 2014 When Work Works Award

KeatsConnelly is a winner of the 2014 When Work Works award. As honored recipients, we are one of only 13 companies in Arizona to be recognized for our excellence in workplace effectiveness and flexibility!

Posted in In The News

Sally Taylor Appointed President of Soroptimist International of Phoenix

Sally Taylor, Director of Financial Planning at KeatsConnelly, was appointed President of Soroptimist International of Phoenix. The Phoenix chapter is part of the international group, which has a worldwide membership of over 85,000 business, professional, and executive women in 120 countries committed to community service and international goodwill.

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.
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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