After You Move to the US

We provide our clients with an Action Checklist of tasks to be accomplished as part of every Cross-Border Plan we write. This Action Checklist typically includes 30-40 items that need to be addressed in order to successfully exit Canada and set up your affairs properly in the US. These items can include:

Most Canadians need assistance understanding the importance of each action item and completing them in a timely fashion. Your KeatsConnelly advisor team will guide you through the implementation of these Action Checklist items. An advisory team is typically made of a senior planner, staff planner, tax professional, investment professional and a paraplanner.

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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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