Pages
- About Us
- Confirmation Pages
- Contact Us
- How We Help
- Cross-Border Services
- Investment Management
- Cross-Border Investing
- How are your assets protected?
- Investment Articles
- Analysis of Investment Behavior
- Diminishing Returns: Why Investors May Need to Lower Their Expectations
- Pursuing a Better Investment Experience
- Research on Small and Value Stock Performance
- Rethink the Way You Invest
- Tax efficient portfolio management
- The Discipline of Rebalancing
- Yield vs. Total Return
- Investment Management Questionnaire
- Investment Quarterly Reports
- The Value of an Advisor, by Vanguard
- Why should you hire an investment advisor?
- Moving to Canada?
- Moving to the US?
- Private Client Services
- Tax Planning and Preparation
- Trust Services
- News/Blog
- Awards
- 2008 Alfred P. Sloan Award
- 2009 Impact Award
- 2010 Top Wealth Management Firm Award 10th Year in a Row
- Arizona’s 2007 Companies To Watch
- Community Spirit Award
- Top CPA/Financial Firm in the US
- Top CPA/Financial Planning Firm in the US
- Top Wealth Management Firm – Eighth Consecutive Year
- When Work Works Award
- Winner of 2006 Ethics Award
- In the News
- Publications
- The Border Guide
- Awards
- Other Pages
- Preferred Currency Exchange
- Preferred Moving Partner
- Register Online
- Resources
Posts
Cross-Border Blog
- Event: The Tax Transformation in Calgary (Oct 26, 2017)
- Event: The Tax Transformation in Edmonton (Oct 24, 2017)
- The United States Is the Only Tax Haven to Which Canadians Can Drive
- Taxing Authorities are Fighting Fraud by asking for your Driver’s License
- Four US tax tips for 2017
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-10-28
- IRS announces 2017 inflation adjusted numbers
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-9-30
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-9-16
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-9-9
- Income Tax Differences: Canada and the US
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-8-19
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-8-5
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-7-22
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-6-3
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-5-27
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-5-13
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-5-6
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-4-22
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-4-8
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-4-1
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-2-26
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-2-19
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-2-12
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-2-5
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-1-29
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-1-15
- KeatsConnelly Cross-Border Weekly Best of the Web 2016-1-8
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-12-18
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-12-11
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-12-04
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-11-20
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-11-13
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-11-6
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-10-30
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-10-16
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-10-09
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-10-02
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-9-25
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-9-18
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-9-11
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-9-4
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-8-28
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-8-21
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-8-14
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-7-31
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-7-24
- What Preparing to Go the Distance (140.6 Miles, That Is) Is Teaching Me About Financial Planning
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-7-17
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-7-10
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-6-26
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-6-19
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-6-5
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-5-22
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-5-15
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-5-8
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-4-24
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-4-17
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-4-10
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-3-27
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-3-13
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-3-6
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-2-27
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-2-13
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-2-6
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-1-30
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-1-23
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-1-16
- KeatsConnelly Cross-Border Weekly Best of the Web 2015-1-2
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-12-19
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-12-12
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-12-5
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-11-21
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-11-14
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-11-7
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-10-31
- Is That Deduction Really That Valuable?
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-10-24
- Monthly Planning Tip: IRA Withholding
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-10-17
- Another U.S. Tax Season Comes To A Close
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-10-10
- Making Priorities a Reality
- CPP, OAS and Social Security Inflation-Adjustments Explained
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-9-26
- Monthly Planning Tip: Have “The Other Talk” Now
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-9-19
- Why Planning Matters
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-9-12
- Are You Living Your Legacy?
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-9-5
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-8-29
- Sometimes, It’s Not Just About The Money
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-8-22
- Your Financial Decisions and Neuromarketing
- Estate Taxes – Not Just an American Issue
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-8-8
- Average Returns Are Only Average
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-8-1
- Monthly Planning Tip: Keep Those Invoices
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-7-25
- Cross-Border Planning – The Exchange Rate Assumption
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-7-18
- The 5 Most Viewed KeatsConnelly Blog Posts Of The First Two Years
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-7-11
- Sally Taylor, Director of Financial Planning at KeatsConnelly, appointed President Soroptimist International of Phoenix
- The Connection Between Financial Planning & Ultra-Marathon Planning
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-6-27
- The 5 Most Viewed KeatsConnelly Blog Posts Of All Time
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-6-20
- The Benefits of 529 Plans
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-6-13
- Important: Check Your Border Crossing Records
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-6-6
- The Specter of Social Security Cuts
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-5-30
- Cross-Border Tax Regime Timing
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-5-23
- The Not-So-Secret Garden
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-5-16
- Is my advisor looking out for my best interest?
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-5-9
- Ontario Budget 2014
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-5-2
- The Allure of Cross-Border Financial Planning
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-4-25
- The Financial Benefits of Sacrifice
- What I (Re-)Learned About Finances While Running a Tough Mudder & Spartan Race
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-4-11
- Success is Personal
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-4-4
- Things You May Not Know Are Taxable Income In The US
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-3-28
- Compliance: Cross-Border Complexities
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-3-21
- Nonresidents of Canada and Canadian Rental Properties
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-3-14
- Windfall Elimination Provision
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-3-7
- Proactive Planning for the Sandwich Generation
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-2-28
- Early Spring Cleaning
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-2-20
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-2-13
- Monitor Your Finances
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-2-7
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-2-5
- Arizona Canada Week Celebration February 1st through 8th
- Small specific goals
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-1-17
- KeatsConnelly Cross-Border Workshops
- Canada Week in Arizona – February 1 through February 8
- KeatsConnelly Cross-Border Weekly Best of the Web 2014-1-10
- 2013 – The Year of the Great Rise in US Stocks
- Goal Setting for 2014!
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-12-27
- Happy Holidays
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-12-20
- Moving from Canada to the US
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-12-16
- Charity starts with my dogs
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-12-4
- Happy Thanksgivukkah!
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-11-21
- The Affordable Care Act for New US Residents
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-11-15
- “For many, 60 Really is the New 30”
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-11-1
- IRS hamstrung on collecting health law penalities
- KeatsConnelly congratulates Nobel Laureate
- IRS Delays 2014 Tax Filing Season
- Life Stories Yet To Come
- Life Stories
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-10-11
- Health Insurance Coverage Update
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-10-4
- How new dividend tax rules affect biz owners
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-9-27
- 2014 Inflation-adjusted figures for foreign items
- National Preparedness Month
- Myth vs. FATCA: The Truth About Treasury’s Effort to Combat Offshore Tax Evasion
- New Form for Authorizing FBAR Filing by Spouses and Third Parties
- Green Card holders moving back to Canada
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-9-13
- US Health Care
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-9-6
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-8-30
- A Season of Change
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-8-23
- Waiting Out Summer
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-8-16
- Emerging Market Stocks
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-8-9
- Communication and Professional Language
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-8-2
- Foreign Investment in US Real Estate
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-7-26
- Mid-Year Planning for the Unexpected
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-7-19
- Technology and Seniors
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-7-12
- Are Your Finances on Track for a Successful Retirement?
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-7-5
- The Canadian Housing Sector
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-6-28
- What my father taught me about money
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-6-21
- “Greetings…you are hereby ordered…” US Selective Service and Cross-Border Planning
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-6-14
- Will You Have Enough Money to Retire?
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-6-7
- The Financial Costs of Being Disorganized
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-5-31
- Let’s Give Generation “Y” a Chance
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-5-24
- How Could Debt NOT Matter?
- People are People
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-5-10
- My First Stab At Modern Money Theory
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-5-3
- May Day, Mayday, Sell in May and Go Away?
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-4-26
- Financial Education Everywhere!
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-4-19
- Living a Life Filled With Uncertainty
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-4-12
- Making Better Financial Decisions
- Four Great Online Financial Literacy Resources
- What, Me Worry?
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-3-22
- US Health Care, Federal Power, and Cross-Border Planning
- The Art and Science of Currency Conversion
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-3-8
- “Permanent Marginal” Tax Rate: An Important Concept
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-3-1
- A Small World
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-2-22
- “How long do I have to stay outside the US before I can return as a visitor?”
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-2-15
- Currency In Portfolios
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-2-8
- Immigration and Happiness: Does One Bring the Other?
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-2-1
- New Year’s Financial To-Do List
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-1-25
- A Cliff by Any Other Name…
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-1-18
- Renewal – Recycling Products – Does the secondary market hurt economic growth?
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-1-11
- Renewal – Refocused, Reenergized
- KeatsConnelly Cross-Border Weekly Best of the Web 2013-1-4
- KeatsConnelly Cross-Border Weekly Best of the Web 2012-12-28
- KeatsConnelly Cross-Border Weekly Best of the Web 2012-12-21
- KeatsConnelly Cross-Border Weekly Best of the Web 2012-12-14
- Taxation of Canadians in America: Are you at risk? Is Now Available!
- KeatsConnelly Cross-Border Weekly Best of the Web 2012-11-30
- OVDP: A better but not perfect offshore disclosure option
- KeatsConnelly Cross-Border Weekly Best of the Web 2012-11-16
- KeatsConnelly Florida Lights The Night!
- KeatsConnelly Week’s Best From Around The Web – Post Election Edition
- Join us for the upcoming KeatsConnelly Passport and Citizenship Clinic
- KeatsConnelly Week’s Best From Around The Web
- 4 Steps To Better Decisions
- Brad Flecke Launches Borders Blog
- Well-Being & Financial Decisions
- Applying for an Individual Tax Identification Number after June 22, 2012: It Won’t be so Easy!
- Personal Record-Keeping in the Digital Age
- The Death of Equities, Revisited
- 100 is Reasonable and Prudent
- Risk On, Risk Off
- Investing and Taxation Seminars for U.S. Citizens Living in Canada
- Dumping US Citizenship: Wild Assumptions Abound! Plus, is it really a good idea?
- Giving Big Gifts: Priceless Opportunities and Real Risks
- Stephen Thompson on US Social Security
- IRS Will Close Small Offices
- Keats Connelly #1 Ranking Arizona: The Best of Arizona
- The Good, The Bad, The Ugly AND The Why of Social Networking
- Threat to Strech IRAs
- Bob Keats on KeatsConnelly Workshops
- KeatsConnelly Workshop Dates
- Sally Taylor to Speak at Seminar in Scottsdale
- Dale Walters, Discusses his Book, Buying Real Estate in the US: The Concise Guide for Canadians
- Holiday Wishes from KeatsConnelly
- Arizona Tax Credit Information
- KeatsConnelly Receives the Alfred P. Sloan Award for Making Work “Work”
- 60th Annual Great Canadian Picnic in Phoenix, Arizona
- What Do Investors Really Want?
- ‘Tis the Season for Giving
- Green Tip$ for the Holidays
- Important Visa Announcement from Bob Keats
- KeatsConnelly holds Cookie Drive for Phoenix Children’s Hospital
- Eurozone Collapse-Talk
- KeatsConnelly Appoints Jennifer M. Sanders to Compliance Officer
- KeatsConnelly Wins Most Admired Companies Award
- Prescription Drug Savings Card
- Dale Walters Quoted in Globe and Mail on US Real Estate
- Canadian Entrepreneurs: Florida Tax News
- US Eases Entry for Investors and Entrepreneurs
- Remove the Pain from Second Home Ownership
- Dale Walters Quoted in Phoenix Business Journal on US Credit Rating Downgrade
- A Q and A About Our Market Confusion
- Robert Keats of KeatsConnelly in Arizona Republic
- Thoughts on Today’s Market
- Peter Eickelberg of KeatsConnelly Interviewed for KTVK News on Debt Ceiling Crisis
- The Price of Dying
- Playing Chicken
- US Residents and OHIP
- More IRS Foreign Reporting
- Cross Border Tax & Accounting Investment Advisory Services
- KeatsConnelly Joins RBC Advisor Services
- Dale Walters Feted at Book Release Party
- New Medigap Options
- Dale Walters’ New Book
- KeatsConnelly in the News
In The News
- Non-Residents of Canada can now Vote in Canadian Federal Elections
- KeatsConnelly Welcomes New Team Members
- Our services only keep getting better!
- KeatsConnelly helps Canadians and Americans Live on Both Sides of the Border
- 2017 Canada Week Bonspiel
- 2017 KeatsConnelly Cross-Border Workshops
- KeatsConnelly adds two New Cross-Border Professionals to its Staff
- KeatsConnelly was named a Top Company To Work For In Arizona!
- Our Cross-Border Series is Expanding!
- Canada/US Announce New Agreement on Customs
- KeatsConnelly Annual Cross-Border Workshops
- Canada Week 2016
- KeatsConnelly Celebrates 25 Years of Service!
- The 2nd Annual KeatsConnelly Bonspiel will be held during CANADA WEEK 2016!
- Remembrance Day Event Honors Canadian and US Veterans in Phoenix
- A Canadian’s Best Tax Haven: The US/Take Your Money and Drive now in its 2nd edition
- Bob Keats’ article, Border Strategies, in the December issue of Southbound magazine
- Keats Connelly Bonspiel to be held during CANADA WEEK 2015!
- Canada/Arizona Fact Sheet
- KeatsConnelly Wins 2014 When Work Works Award
- Sally Taylor Appointed President of Soroptimist International of Phoenix
- Lessons from a Cross-Border Tax Expert
- Important: Check Your Border Crossing Records
- The Benefits of 529 Plans in the June 2014 edition of AZ CPA Magazine
- KeatsConnelly – Arizona’s Most Admired Companies in 2013!
- Cross-Border Retirement Planning Seminar
- Bob Keats quoted in Investment News article
- Business Network Mixer and Book Launch, Boynton Beach, Florida
- Bryant Andrus Complimentary Webinars
- Bryant Andrus, was interviewed by The Real Estate Talk Show in Toronto
- Read Bob Keats’ Article on Private Wealth Canada Online
- National Advisors Trust Appoints New CEO
- KeatsConnelly Portfolio Management Services in British Columbia, Alberta and Ontario
- Dale Walters Speaks at the Annual Land Rush Conference
- KeatsConnelly once again sponsors the annual Great Canadian Picnic!
- KeatsConnelly Professional, Nathan Gehring, writes Defining Financial Planning with the 4 Factor Decision Model
- KeatsConnelly Honored For Excellence in Workplace Effectiveness and Flexibility
- Bob Keats Interviewed by Accounting Today!
- High Taxes: Another Reason for Canadians to Head South!
- Bob Keats’ Interview for Moneysense.ca
- Bob Keats quoted on retirementaction.com
- KeatsConnelly Expands Into Canada, Announces Firm’s First Office In Calgary Opening For Summer 2012
- The Border Guide and A Canadian’s Best Tax Haven: The US available electronically
- Bob Keats’ newly released book A Canadian’s Best Tax Haven: The US
- Bob Keats on AZ/TV’s Morning Scramble
- KeatsConnelly concludes successful Workshop series for 2012!
- The Good, The Bad, The Ugly AND The Why of Social Networking
- KeatsConnelly voted #1 in the Financial Investment Consulting category by Ranking Arizona
- The Jurock Real Estate Insider Land Rush Conference
- 60th Annual Great Canadian Picnic
- Bryant Andrus to Speak at The Santa Rosa Club in Palm Springs
- Bob Keats’ article from Arizona Business Magazine
- Bob Keats on CJAD 800 AM radio in Montreal
- Dale Walters discusses his book, Buying Real Estate in the US: The Concise Guide for Canadians
- IMPORTANT: Retiree + Homeowner Visas
- Bob Keats quoted in The Wall Street Journal
- Visa Improvements / Great News for Canadians!
- Bryant Interviewed for Golf Realty Network Radio
- KeatsConnelly Named Among Arizona’s Most Admired Companies
- KeatsConnelly Appoints Jennifer M. Sanders to Compliance Officer
- Keats Connelly CEO, Dale Walters, quoted in Globe and Mail
- Bob Keats Quoted in the Arizona Republic
- Bob Keats on VoiceAmerica Available Online
- Buying Real Estate in the US: The Concise Guide for Canadians Now Available
- Dale Walters quoted on Forbes.com
- KeatsConnelly partners with Moneycorp to assist with currency exchange
- Bob Keats quoted in Wall Street Journal article
- KeatsConnelly’s Wayne Tibbetts Earns PFS Designation
- Pre-order a copy of CEO, Dale Walters’ new book, Buying Real Estate in the US – A Guide for Canadians
- KeatsConnelly on “When Snowbirds Don’t Come Home”!
- Bob Keats Quoted in the Phoenix Business Journal
- Peter Eickelberg Quoted in the Phoenix Business Journal
- The Bargains And Pitfalls Of Buying US Real Estate
- Dale Walters Named President of All Star Financial Group
- KeatsConnelly Adds United Kingdom to its Cross Border Planning
- KeatsConnelly Appoints Barbara Madden To Marketing Administrator
- KeatsConnelly Appoints Courtney J. Miner To Tax Preparer
- KeatsConnelly Named Top Wealth Management Firm For 10th Consecutive Year
- KeatsConnelly Recognized With Sloan Award For Making Work “Work” In Today’s Economy
- KeatsConnelly Office Now Solar, Paperless
- Virginia E. Dhondt Named President Of Financial Planning Association Of Greater Phoenix
- KeatsConnelly is pleased to announce that John Rice has joined the CFA Society of South Florida’s Board of Directors
- 10th Edition Of The Border Guide – Definitive Guide To Living
- KeatsConnelly Names Four New Partners
- Robert Keats Contributes to The Trusted Advisor’s Survival Kit
- KeatsConnelly Recognized with Sloan Award for Making Work “Work” in Today’s Economy
- Bryant Andrus Appointed Staff Planner at KeatsConnelly
- KeatsConnelly Named 2009 Impact Award Winner
- Linda Field Joins KeatsConnelly
- Robert Keats Appointed to National Advisors Trust Company Board of Directors
- John Rice Joins KeatsConnelly’ Florida Office
- KeatsConnelly Named Top CPA/Financial Planning Firm in the United States
- KeatsConnelly Expands, Relocates Florida Office
- KeatsConnelly Selected as Finalist for 2009 Phoenix Chamber of Commerce Impact Award
- KeatsConnelly Promotes J. Bradford Flecke to Senior Staff Planner
- KeatsConnelly to Transition Ownership to Employees Over Next 10 Years
- Sally A. Taylor Appointed KeatsConnelly Director of Financial Planning
- 9th Edition of The Border Guide – Definitive Guide to Living on Both Sides of US/Canadian Border – Now Available
- Peter Eickelberg Appointed Senior Investment Officer of KeatsConnelly
- KeatsConnelly Named Top Wealth Management Firm for Eighth Consecutive Year
- KeatsConnelly Recognized for Workplace Flexibility and Effectiveness
- Dale Walters Honored by Arizona Family College Savings Plan Committee
- Ronald G. Kendall Joins KeatsConnelly
- Renee Bellefeuille Promoted at KeatsConnelly
- Bryant Andrus Joins KeatsConnelly
- KeatsConnelly Opens Naples, Florida Office
- Santina M. Michel Named Associate Planner
- Leslie J. Hamilton Joins KeatsConnelly
- Robert Keats and Dale Walters Named Two of America’s Top Financial Planners
- Dale Walters Named Top Advisor by Reuters
- Sally A. Taylor Joins KeatsConnelly
- John Rice Earns Chartered Financial Analyst Designation
- Dale Walters Named IACCPsm by the Center for Compliance Professionals
- KeatsConnelly Expands Capabilities to Offer Life Planning and Financial Coaching Services
- Financial Advisor Magazine Ranks KeatsConnelly Fastest Growing Financial Advisor in Arizona
- KeatsConnelly Named Top Wealth Management Firm for Seventh Consecutive Year
- Michael Barker Joins KeatsConnelly
- Henry F. Blaszek, III Joins KeatsConnelly
- KeatsConnelly Honored with Volunteerism Award
- KeatsConnelly Named Company to Watch
- KeatsConnelly Adds Mexico to Its Cross Border Planning
- KeatsConnelly Purchases Cross Border Tax and Accounting
- Bob Keats Releases Eighth Edition of Border Guide, Names Top Places to Retire in US
- Virginia Dhondt Joins KeatsConnelly
- Barry Rabonwitz Joins KeatsConnelly
- Jon Schade Joins KeatsConnelly
- Dale Walters Names One of America’s Top Financial Planners
- Bradford Flecke Joins KeatsConnelly West Palm Beach Office
- Juan Hernandez Joins KeatsConnelly
- KeatsConnelly Opens West Palm Beach Office
- Wealth Manager Super Star
- Robert Keats Named to Canada-Arizona Business Council
- Arizona Small Business Association Finalist
- Peter Eickelberg Joins Investment Department
- Linda Field Joins KeatsConnelly as Staff Accountant
- KeatsConnelly Named Top CPA/Financial Planning Firm in the US
- Promotion of Patricia A. Park
KCA Articles
- Pre-existing Conditions Eliminated Ahead of 2014 Law Change
- The Value of Financial Planning
- Health Care Bill – 2010
- Good News – The Sky is Not Falling
- The Hot and the Cold of Car Expense Deductions
- Year End Tax Article
- Where is the “smart money”?
- Identity Theft
- Healthcare Insurance Options for the Self-Employed
- Gambling Winnings
- Financial Planning Assumptions
- Assumptions, Part II
- Start Feeding the Pig
KCA Newsletters and E-Updates
- New KeatsConnelly E-Update Newsletter Blog!
- 2010 Summer E-Update Newsletter
- 2009 Fall E-Update Newsletter
- 2009 Summer E-Update Newsletter
- 2009 Spring E-Update Newsletter
- 2009 Winter E-Update Newsletter
- Fall 2008 E-Update Newsletter
- Summer 2008 E-Update Newsletter
- Newsletter Spring 2008
- Spring 2008 E-Update
- Newsletter Winter 2008
- December 2007 E-update
- Newsletter Fall 2007
- September 2007 E-Update
- Newsletter – Summer 2007
- June 2007 E-Update
- Newsletter – Winter 2007
- E-Update – December 2006
- Newsletter – Fall 2006
- E-Update August 2006
- Newsletter – Summer 2006
- E-Update – June 2006
- Newsletter – Spring 2006
- E-Update – March 2006
- E-Update – Dec 2005
- E-Update – July 2005
Publications
Videos
- Wayne Tibbetts: Director of Tax Services
- Sally Taylor: Director of Financial Planning
- Peter Eickelberg: Senior Investment Officer
- Dale Walters: Cross-border Literature from KeatsConnelly
- Intro Video: A Canadians Best Tax Haven: The US
- Robert Keats on the Morning Scramble with Pat McMahon
- Why attend a KeatsConnelly Seminar?
- A KeatsConnelly Seminar: What to Expect
- Dale Walters introduces new book
- Dale Walters: Buying Real Estate in the US
- Peter Eickelberg of KeatsConnelly Interviewed for Local News
- Why KeatsConnelly is a BBB Accredited Business
