Real Estate

Our cross-border team eases your concerns about buying real estate in the US or Canada by helping you fully understand tax and risk consequences and recommending proper structuring of each purchase.

KeatsConnelly is the largest US-Canada cross-border financial planning and wealth management firm in North America. You can use our expertise to assist in fully realizing and enjoying your cross-border life.

In considering your overall cross-border financial transactions, we assist with the following real estate challenges and opportunities:

  • Explaining the pros and cons of each ownership method and providing recommendations
  • Sharing income tax implications and savings
  • Preparing income tax and other filing requirements (through sister company Cross Border Tax & Accounting)
  • Explaining non-resident US estate tax
  • Considering US probate and ways to avoid or minimize it
  • Exploring financing options and providing referrals
  • Protecting you from personal liability

Want more information?

In Person:  Contact us for a one-half hour consultation with Dale Walters, the author of the book Buying Real Estate in the US.  The cost for the consultation is $350

For those that want to do it yourself, we suggest that you read the book Buying Real Estate in the US: The Concise Guide for Canadians.  The book is available in paperback and electronic versions.  Information about the book and how to order can be found at

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?

Crossing the Border?
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Upcoming Workshops
2018 - Phoenix, AZ
2018 - Rancho Mirage, CA
2018 - Naples, FL
2018 - Delray Beach, FL
2018 - Ft. Lauderdale, FL