Blog Archives

The Allure of Cross-Border Financial Planning

contributed by Nathan Gehring My return to KeatsConnelly has surprised me. Even though I had spent nearly two years working here previously, I had forgotten just how different cross-border financial planning can be compared to conventional financial planning. There’s something

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Moving from Canada to the US

Contributed by John E. Rice, CFA, CFP® Each winter, many Canadians consider living in the US instead of Canada. Some of them have been thinking about this for years and seriously consider all the aspects of this life changing event.

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Posted in Cross-Border Blog
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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