Please Visit Our E-Update Blog…

Now we can regularly update you with the latest articles from our expert staff, as well as announcements of upcoming events of interest and pictures of our team! Please click on the link to view our latest E-Update Newsletter

Featured Articles: Changes to the Canada Pension Plan (CPP); Audits: Good News Bad News; Buying Real Estate in the US: A Guide for Canadians; KeatsConnelly Phoenix Goes Solar, plus details on upcoming cross-border seminars in Edmonton and Calgary. 2010 Fall E-Update Newsletter (PDF)

Pre-existing Conditions Eliminated Ahead of 2014 Law Change One feature of the new US health care law should be welcome news for Canadians: the elimination of pre-existing condition clauses in US health insurance policies.  For years, these clauses have prompted some Canadians with health concerns to set aside plans for US residency or retirement in [...]

The Financial Planning Standards Council of Canada conducted a study that questioned 7,838 English speaking Canadians to determine if financial planning was valuable.

After almost a year of debate, the President signed into law a new health care bill, achieving his goal of a broad reform of the US health care system. Health care reform will offer our clients a mixed bag of opportunities and challenges.

Featured Articles: Widows and Widowers of US Citizens Under US Immigration Rules., Investing in Foreign Securities and Currency., Gifting to Grandchildren in Canada.

Featured Articles: DHS Clarifies “Unlawful Presence,” Health Insurance in the US, CHGFE—Currency Exchange, Investment Strategies, National Advisors Trust, FSB Conference, Tax Client Survey.

Featured Articles: IRS Reaches out to Non-Resident US Taxpayers, US Naturalization Update, Investment Returns, Newsworthy Notes, Risk Tolerance and Portfolio Allocation, Green Tip$

Here is an article that Bob Keats has written that discusses the current market conditions

February 2009 Workshop Dates – No Time for Tax? – 2008 Nursing Home Costs – The Border Guide Forum – Tax Timeline

Taxpayers run hot and cold when it comes to automobile expenses.

KeatsConnelly 2009 Workshop Dates – Let Me Off This Roller Coaster – Taking Losses Gracefully – Capital Gains Tax Update – Letter to the Tax Clients

KeatsConnelly 2009 Workshop Dates – About that Joint in College – Keeping the Cottage in the Family – New Stiff Penalties for Underreporting Bank and Financial Accounts – KeatsConnelly News

Is the 4% Solution Right For Your Retirement Plan?

Market Downturns – Canadian 2008 Federal Budget Highlights – Rise in Numbers of Canadians Visiting Arizona

Longevity: The Impact of Stress and Financial Peace of Mind

KeatsConnelly in the News – Register Now for our Upcoming Workshops! December 2007 E-update (PDF)

Past Performance Really is No Prediction of the Future Newsletter Fall 2007 (PDF)

Upcoming Workshops – Speaking Engagements – Recent Recognition from Business Community September 2007 E-Update (PDF)

Does the European Union Matter to US Investors Newsletter – Summer 2007 (PDF)

KeatsConnelly is proud to be recognized for its outstanding contributions to the business community.

There are two tax acts that may affect your tax liability this year and in coming years. The changes may result in reduced tax liability, extension of tax breaks or a limiting of tax breaks.

A great deal of energy has gone into the debate over which investing strategy makes the most sense, and many investors find themselves bewildered by the often contradictory “advice” they receive.

Identity theft is becoming an increasing problem in the United States. Complaints filed in 2004 approached 250,000, an increase of over 50% in the last two years per the Federal Trade Commission (FTC) web site.