Blog Archives

KeatsConnelly Workshop Dates

To register, please click on a workshop below. Thursday, Jan 26, 2012 / Ritz-Carlton, Phoenix Tuesday, Jan 31, 2012 / Rancho Las Palmas Resort, Palm Springs Tuesday, Feb 7, 2012 / Ritz-Carlton, Naples Thursday, Feb 9, 2012 / Boca Raton

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Holiday Wishes from KeatsConnelly

Please see the video below: http://www.youtube.com/watch?v=E12M3IZ21BI&feature=youtu.be

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Arizona Tax Credit Information

Arizona allows several non-refundable tax credits.  A tax credit is a dollar-for-dollar reduction of your tax liability—better than a deduction.  A credit is given for the donated amount unless the state tax owed is less.  All of these are independent

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KeatsConnelly Receives the Alfred P. Sloan Award for Making Work “Work”

KeatsConnelly has been awarded the Alfred P. Sloan Award for Business Excellence in Workplace Flexibility for the fourth consecutive year.  The firm received this recognition, which distinguishes best practices in workplace flexibility across the nation in 2008, 2009, 2010 and

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Green Tip$ for the Holidays

  Written By Staff Planner, Virginia Dhondt   For many, the holiday season is a time of consumption and overspending, typically followed by a period of resolutions and restraint.  The idea of saving money during the holidays usually conjures images

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Important Visa Announcement from Bob Keats

Finally, great news, the latest version of the Retirement Visa for Canadians we have been lobbying for since the fourth edition of The Border Guide in the mid-1990s, has returned.  Over 15 years, Bob Keats personally had countless meetings with

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KeatsConnelly holds Cookie Drive for Phoenix Children’s Hospital

Holly Jordon, the KeatsConnelly librarian, organized a cookie collection drive for the Phoenix Children’s Hospital’s refreshment cart. On a daily basis, Phoenix Children’s volunteers travel throughout the hospital offering complementary coffee and refreshments to families, visitors, and staff members. Holly

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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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KeatsConnelly Appoints Jennifer M. Sanders to Compliance Officer

KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle, is pleased to announce Jennifer M. Sanders has been appointed to the position of compliance officer.

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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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