Blog Archives

“Greetings…you are hereby ordered…” US Selective Service and Cross-Border Planning

contributed by Brad Flecke, CFP® (US) In this month’s guest contribution, Senior Staff Planner Brad Flecke, CFP® discusses the US Selective Service and Green Card Holders. Just a reminder that every male green card holder between the ages of 18

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US Health Care, Federal Power, and Cross-Border Planning

contributed by Brad Flecke, CFP® (US) Health care issues reflect a broader debate in the US. Will the country continue to move toward socialism, stronger federal government, and a European model? Or will the US turn back to its more

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“How long do I have to stay outside the US before I can return as a visitor?”

contributed by Brad Flecke, CFP® (US) In this month’s guest contribution, Senior Staff Planner Brad Flecke, CFP® answers a question we are often asked at KeatsConnelly: “How long do I have to stay outside the US before I can return

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OVDP: A better but not perfect offshore disclosure option

(contributed by Brad Flecke, CFP®) The new Offshore Voluntary Disclosure Program is a substantial improvement over the 2011 Offshore Disclosure Initiative. In creating new opportunities, however, OVDP raises at least two new legal issues that a taxpayer may wish to

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KeatsConnelly Cross-Border Weekly Best of the Web 2012-11-16

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. Our selections are all over the board this

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Brad Flecke Launches Borders Blog

Big news from KeatsConnelly staff today! Senior Staff Planner Brad Flecke recently launched his blog, Borders, to explore financial planning issues in a cross-border context. From his homepage , Brad writes: At BORDERS you will find frank commentary on cross-border planning

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Eurozone Collapse-Talk

  Written by Senior Planner, J. Bradford Flecke, JD, CFP®  (based on an article by Bob Veres) Recently collapse-talk has moved from the back alleys of the investor community to Main Street.  Collapse of the US dollar, fiat currencies generally,

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Canadian Entrepreneurs: Florida Tax News

  Written by Senior Planner, J. Bradford Flecke, JD, CFP®      Florida is a top relocation choice for US and foreign businesses: no winter slowdown, great leisure opportunities, a generally business-friendly environment, and no personal income tax.  Canadian entrepreneurs

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US Eases Entry for Investors and Entrepreneurs

  Written by Senior Planner, J. Bradford Flecke, JD, CFP®     In an August 2, 2011 press conference (transcript), US Citizenship and Immigration Services (USCIS, formerly USINS) announced some changes that benefit foreign investors and entrepreneurs.  These changes are

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US Residents and OHIP

Written by Senior Planner, Brad Flecke There is some controversy concerning US residents (US citizens and green card holders) accessing the Ontario Health Insurance Plan (OHIP).  For years, US residents have accessed OHIP with impunity.  Yet, some green card holders

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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.
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?

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