Before You Move to the US

Prior to moving to the US you’ll have questions surrounding the myriad of tasks that need to be accomplished to ensure a successful cross-border relocation.

Common concerns are:

  • Where can I get help with immigration?
  • What should I do with my RRSPs?
  • How should I invest my money in the US?
  • Where can I get the best rate of exchange and who will help with the physical transfer of funds?
  • What do I need to know about US health insurance and where do I go to obtain it?
  • How will a move to the US affect my taxes?

Business owners planning to relocate across the border may have additional concerns regarding taxation on the eventual sale of their business in Canada and the protection of assets from US estate taxes. Immigration, Cash Management, Insurance, Retirement Planning, Investment and Estate Planning issues all need to be addressed in a good cross-border plan. KeatsConnelly has been helping clients do this successfully since 1990.

Before you move to the US, contact us for more information »

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?
Get Updates from Us