Dale Walters, CEO of KeatsConnelly answers the most common questions Canadian buyers have when buying real estate in the US.

KeatsConnelly President – Bob Keats, CEO – Dale Walters and Senior Planner – Brad Flecke, quoted in the December 23, 2010 edition of the Financial Post.

KeatsConnelly president and author of The Border Guide, Bob Keats, quoted in the December 17, 2010 edition of the Phoenix Business Journal.

KeatsConnelly Senior Investment Office, Peter Eickelberg, was quoted in the December 17, 2010 edition of the Phoenix Business Journal.

KeatsConnelly president and author of The Border Guide, Bob Keats, quoted in the November 25, 2010 edition of the Globe and Mail.

CONTACT: ALISON BAILIN ABAILIN@HMAPR.COM twitter.com/abailin FOR IMMEDIATE RELEASE KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce that its chief executive officer and partner Dale Walters, CPA, PFS, IACCP, CFP™, has been named president of the All Star Financial Group, a national [...]

CONTACT: ALISON BAILIN ABAILIN@HMAPR.COM (800)678-5007 FOR IMMEDIATE RELEASE KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has expanded its services to offer cross border tax planning for citizens of both the United States and United Kingdom living, investing and/or working in both countries. “For us, [...]

CONTACT: ALISON BAILIN ABAILIN@HMAPR.COM FOR IMMEDIATE RELEASE KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has appointed Barbara Madden to marketing administrator. In her new role, Madden will be responsible for marketing, business development and oversight of public relations efforts for the firm’s offices nationwide. [...]

CONTACT: ALISON BAILIN abailin@hmapr.com twitter.com/abailin FOR IMMEDIATE RELEASE KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has appointed Courtney J. Miner to tax preparer. Miner joined the firm in 2006 and most recently worked as a tax associate and bookkeeper for the firm. She obtained [...]

KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has been named one of the top wealth management firms in the country by Wealth Manager Magazine, as part of its 10th Annual Top Wealth Manager (formerly “Top Dog”) Report. The firm has been honored each year since the list’s inception.

KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has been named a winner of the 2010 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility, distinguishing the employer as a leading practitioner of workplace flexibility in Arizona and across the nation. It is the firm’s third consecutive year earning the honor.

KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce that as part of its 20th anniversary celebration it has gone green by installing solar panels across its roof, reducing its power consumption by 58.8%. The entire solar program is tied to a computer system and is backed up by a natural gas generator.

KeatsConnelly is pleased to announce that its own Virginia E. Dhondt, has been named president of the Financial Planning Association of Greater Phoenix.

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

KeatsConnelly LLC featured in Accounting Today

Self Counsel Press is pleased to announce the release of the 10th Edition of The Border Guide. Written by international finance expert Robert Keats.

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:

KeatsConnelly is pleased to announce finance expert Robert Keats as a contributor to The Trusted Advisor’s Survival Kit.

KeatsConnelly has been named a winner of the 2009 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility.

KeatsConnelly is pleased to announce Bryant Andrus has been appointed the firm’s newest staff planner.

KeatsConnelly has been awarded the Greater Phoenix Chamber of Commerce’s Impact Award for Company Culture.

KeatsConnelly is pleased to announce Linda Field, CPA, has rejoined the Phoenix office full-time as a tax manager.

KeatsConnelly is pleased to announce the firm’s own Robert Keats has been appointed to the National Advisors Trust Company (NATC) Board of Directors.

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.

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.