Moving to or Living in the U.S.?

Canadians usually feel completely at home in the United States because our two nations’ social and cultural institutions are so similar. Many incorrectly assume that the laws governing investment, taxation and immigration are the same, as well. Unfortunately, this can lead to some unpleasant surprises, particularly when conducting basic financial transactions such as Canadians buying or selling American real estate. The complexities associated with moving to the U.S. are far greater than most people can even imagine.

Keats, Connelly and Associates, LLC, the largest wealth management firm in the U.S. and Canada specializing in these cross-border issues, has developed this website along with many other services to provide individuals a professional resource to deal with these complexities. Our focus is to reduce the stress associated with moving to the U.S., while at the same time creating opportunities for very large potential tax savings.