Blog Archives

Is my advisor looking out for my best interest?

contributed by Dale Walters There are thousands of financial advisors out there that want your business, but can you trust them? Although there is no foolproof way to assure that the advisor you choose is ethical and will put your

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Nonresidents of Canada and Canadian Rental Properties

Contributed by Dale A. Walters,CPA, PFS,CFP® and David H. Levine, CA, CPA  When a nonresident of Canada has a property in Canada that is an income producing property the following rules apply: The owner of the property needs to have a resident

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Windfall Elimination Provision

Contributed by Dale Walters, CPA, PFS,CFP® The Windfall Elimination Provision (WEP) a provision of the US Social Security Act and applies to people who have earned pensions working for an employer that did not withhold social security taxes and who

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New Form for Authorizing FBAR Filing by Spouses and Third Parties

Contributed by Dale Walters, CPA,PFS, CFP The government has responded to the needs of filers who submit Reports of Foreign Bank and Financial Accounts (FBARs) jointly with spouses or wish to submit them via third-party preparers (e.g. tax preparers).  The

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Green Card holders moving back to Canada

Contributed by Dale Walters, CPA, PFS, CFP  Lawful permanent residents (green card holders) are required to report and pay tax on their worldwide income, regardless of where they reside.  To remove yourself from the U.S. tax system, you must give up

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Taxation of Canadians in America: Are you at risk? Is Now Available!

Taxation of Canadians in America: Are you at risk? is now available!  This new book, co-authored by KeatsConnelly cross-border professionals’ Dale Walters, Sally Taylor and David Levine, will be a valued resource in addressing US tax and estate planning issues

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Dale Walters, Discusses his Book, Buying Real Estate in the US: The Concise Guide for Canadians

KeatsConnelly CEO, Dale Walters, discusses his book, Buying Real Estate in the US:  The Concise Guide for Canadians.

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Dale Walters Quoted in Phoenix Business Journal on US Credit Rating Downgrade

Dale Walters, CEO of KeatsConnelly was recently quoted in an article that ran in the August 12th edition of the Phoenix Business Journal. Read the article “Downgrade Distress” here.

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Dale Walters Feted at Book Release Party

Matt Cody, Scottsdale Mayor Jim Lane, and Dale Walters The Cachet Homes’ Encore at Grayhawk community in Scottsdale, Arizona played host and sponsor to a special event for KeatsConnelly on Wednesday, April 20th to fete the launch of Dale Walters’

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Dale Walters’ New Book

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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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