Tax Planning and Preparation

The team at KeatsConnelly works with you to legally and successfully reduce your tax liability in the US and Canada to support your cross-border lifestyle with effective and tested tax strategies. We go well beyond tax compliance by recommending tax saving strategies that maximize your after-tax income and meet your personal goals.

Our expert planning can include:

  • Reducing, delaying and avoiding taxation
  • To withdraw RRSP/RRIF or not, and if withdrawing, how best to do it
  • Coordination of immigration planning with tax planning
  • Planning for the utilization of foreign tax credits

KeatsConnelly tax saving strategies:

  • Grow and preserve your assets
  • Defer income so you can keep your money now and pay taxes later
  • Reduce taxes on your income so you keep more of what you make
  • Reduce taxes on your estate so your family keeps more
  • Reduce taxes on your investments so you can grow wealth faster
  • Reduce taxes on your retirement distributions

Contact us today to find out more about how we can help with tax planning.

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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