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Workshops

Our experienced professionals conduct workshops in cross-border tax planning, investment management, currency exchange, US immigration and estate planning.

KeatsConnelly provides real-world strategies and information that give you insights into the Canadian and US tax systems. We help you to:

  • Take advantage of currency exchange rates.
  • Receive your Canadian RRSP’s tax-free or nearly tax-free in the US
  • Find investments exempt from US income taxes and withholding .
  • Maximize Medicare benefits.

General question-and-answer sessions are also held to address your specific concerns.

Details Available this Summer on Cross-Border Living Workshops to be held January/February 2013 in the following locations:

Phoenix, AZ
Palm Springs, CA
Naples, FL
Boca Raton, FL

 

Seminars

Seminar Audio

Dale Walters:
Cross-border professional and KeatsConnelly CEO, Dale Walters, spoke at a recent seminar in Vancouver about purchasing real estate in the US. The seminar was coordinated by Jurock Real Estate of Vancouver. Feel free to listen to the presentation below:

 

Watch our blog, Facebook page or news area for more information on upcoming seminars.  Please give us a call at (800) 678-5007 or send us an email by clicking here and we’ll be happy to share what’s coming up.

Events

KeatsConnelly holds periodic educational events in both Canada and the US.  These special events can be found on our blog, facebook page, or news area.  Let’s stay in touch!