Blog Archives

Lessons from a Cross-Border Tax Expert

A recent article in the July 2014 by Peter Merrick gives us Lessons from a Cross-Border Tax Expert…

Posted in In The News

Important: Check Your Border Crossing Records

US Customs and Border Protection (CBP) has created a database for Canadian’s visiting the US which lists every entry and exit from the US in the past five years.

Posted in In The News

The Benefits of 529 Plans in the June 2014 edition of AZ CPA Magazine

Sally Taylor, KeatsConnelly Director of Financial Planning and member of the Arizona College Savings Plan Oversight Committee wrote The Benefits of 529 Plans for the June 2014 edition of AZ CPA magazine.

Posted in In The News

KeatsConnelly – Arizona’s Most Admired Companies in 2013!

BestCompaniesAZ named KeatsConnelly one of Arizona’s Most Admired Companies in 2013!

Posted in In The News

Bob Keats quoted in Investment News article

KeatsConnelly president Bob Keats quoted in Investment News article, Is Renouncing US Citizenship Financially Favorable…

Posted in In The News

Business Network Mixer and Book Launch, Boynton Beach, Florida

KeatsConnelly will hold a Business Network Mixer and Book Launch at our Boynton Beach, Florida office on Thursday, May 23rd…

Posted in In The News

Read Bob Keats’ Article on Private Wealth Canada Online

The US meets virtually all of the requirements of a good tax haven for Canadians!

Posted in In The News

National Advisors Trust Appoints New CEO

Overland Park, KS (April 1, 2013) – National Advisors Trust Company, FSB (NATC), the nation’s largestindependent RIA-owned trust company, announced the appointment of James A. Combs, Jr. as ChiefExecutive Officer effective April 1, 2013. Prior to joining NATC, Combs was

Posted in In The News

KeatsConnelly once again sponsors the annual Great Canadian Picnic!

KeatsConnelly once again sponsors the annual Great Canadian Picnic!

Posted in In The News

KeatsConnelly Professional, Nathan Gehring, writes Defining Financial Planning with the 4 Factor Decision Model

Defining Financial Planning with the 4 Factor Decision Model written by Cross-Border Planning Professional, Nathan Gehring, published in the January edition of the Journal of Financial Planning.

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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