Resources

We are dedicated to providing helpful resources and information that enrich the lives of our clients and clients’ families. KeatsConnelly is uniquely experienced and skilled in the areas of cross-border financial planning, tax accounting and wealth management. Please give us a call for more information and visit our Resource Center below.

Resources

  • Tax & Accounting
    KeatsConnelly provides expert cross-border tax planning, preparation and accounting for Canadians and US citizens who live, work or conduct business on both sides of the border. Our team is the most experienced and skilled at finding tax saving opportunities in the short-term and long-term. You can trust us to understand your specific situation and to recommend and implement solutions that optimize your financial standing. Contact us for specific ideas on how to optimize your financial position and manage your money.
  • Readings
    If you enjoy reading about Financial Planning, Economics and Investing, here are some excellent books and articles that we recommend. Contact us for our expert advice and for more information tailored to your specific financial situation.
  • Library
    We recommend these sites for useful information on education, taxation, and government agencies. As you have specific questions, please give us a call.  Our library of forms and information are useful to clients who are working with us.
  • Workshops
    Information about periodic educational events in the US and Canada.
  • Border Kit
    How to create a package of important documents to show to the US Customs and Immigration officers, if asked, that will make entering the US as smooth as possible.
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.
Buying Real Estate in the US
This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
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
2017 - Phoenix, AZ
2017 - Palm Springs, CA
2017 - Naples, FL
2017 - Boca Raton, FL

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