Blog Archives

New KeatsConnelly E-Update Newsletter 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

Posted in KCA Newsletters and E-Updates

2010 Summer 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

Posted in KCA Newsletters and E-Updates

2009 Fall E-Update Newsletter

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

Posted in KCA Newsletters and E-Updates

2009 Summer E-Update Newsletter

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

Posted in KCA Newsletters and E-Updates

2009 Spring E-Update Newsletter

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

Posted in KCA Newsletters and E-Updates

2009 Winter E-Update Newsletter

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

Posted in KCA Newsletters and E-Updates

Fall 2008 E-Update Newsletter

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

Posted in KCA Newsletters and E-Updates

Summer 2008 E-Update Newsletter

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

Posted in KCA Newsletters and E-Updates

Newsletter Spring 2008

Is the 4% Solution Right For Your Retirement Plan?

Posted in KCA Newsletters and E-Updates

Spring 2008 E-Update

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

Posted in KCA Newsletters and E-Updates
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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Upcoming Workshops
2018 - Phoenix, AZ
2018 - Rancho Mirage, CA
2018 - Naples, FL
2018 - Delray Beach, FL
2018 - Ft. Lauderdale, FL

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