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…
Blog Archives
KeatsConnelly Workshop Dates
Tagged with: Fall 2011, Florida, Immigration, Investments, KeatsConnelly, Robert Keats, The Border Guide, Workshop
Posted in Cross-Border Blog
Posted in Cross-Border Blog
Holiday Wishes from KeatsConnelly
Please see the video below: http://www.youtube.com/watch?v=E12M3IZ21BI&feature=youtu.be
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…
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…
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…
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…
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…
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,…
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.…
