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)

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$

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

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.

Second Families Trigger Complex Planning Issues

The much anticipated release of the 8th edition of The Border Guide will be on December 18th, 2006. E-Update – December 2006 (PDF)

Got a Sizeable Estate? Time to Reduce it For Your Heirs Newsletter – Fall 2006 (PDF)

Robert Keats will be in Toronto on September 19, 2006, at the Fairmont Royal York Hotel facilitating a workshop entitled “Cross Border Living for Canadians in the US”. E-Update August 2006 (PDF)

Where to Invest? Consider Emerging Markets Newsletter – Summer 2006 (PDF)

KeatsConnelly is proud to have been recognized, this year, for excellence in financial planning and our commitment to high ethical standards. E-Update – June 2006 (PDF)

What Does Inflation Mean For Your Finances? Newsletter – Spring 2006 (PDF)

On March 22, KeatsConnelly was announced the winner of the Better Business Bureau 2006 Ethics Award. E-Update – March 2006 (PDF)