Partners

Associations

  • Canada Arizona Business Council (CABC)
    The Canada Arizona Business Council (CABC) is a non-profit Arizona Corporation whose purpose is to promote increased trade and investment between the State of Arizona and Canada.
  • Crossborderplanning.com
    Crossborderplanning.com is the home of the Cross-Border Financial Planning Alliance, the first international network of independent, international financial planning firms and specialist advisors.
  • The National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.

Brokers

  • Charles Schwab
    Charles Schwab is one of the nation’s largest financial services providers of securities brokerage, wealth management, and related financial and investment …
  • Fidelity Investments
    Mutual fund company; provider of financial services; investment management; retirement and brokerage services.
  • National Advisors Trust
    Provides innovative trust and custodial services – delivered through trusted independent advisors nationwide.

Miscellaneous

    • DocuBank
      DocuBank provides emergency access to your healthcare directives.

 

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?
TRY OUR CROSS-BORDER FORUM »
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Upcoming Workshops
2017 - Phoenix, AZ
2017 - Palm Springs, CA
2017 - Naples, FL
2017 - Boca Raton, FL

WORKSHOP/SEMINAR DETAILS »