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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Success is Personal

Contributed by Rachel Stever,  There are hundreds of “30 under 30” lists out there. Music, finance, realtors, photographers, it seems like if you haven’t made it by age 30 you’re out of luck. Even Albert Einstein said “A person who

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KeatsConnelly Cross-Border Weekly Best of the Web 2014-4-4

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. This week we offer a mix of articles

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Things You May Not Know Are Taxable Income In The US

Contributed by Brad Reichert, CFA, CFP, CHC, CLU  With spring officially upon us and tax season in full swing, our Tax team has been working diligently to prepare our client tax returns accurately and completely, to meet the fast-approaching filing

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KeatsConnelly Cross-Border Weekly Best of the Web 2014-3-28

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.This week we offer a mix of articles discussing

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Compliance: Cross-Border Complexities

Contributed by Jennifer M. Sanders, IACCP® In a nutshell, investment industry compliance departments are responsible for both protecting the client from fraudulent and manipulative business practices, and the firm from the ever-increasing regulatory requirements and the many risks associated with the

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KeatsConnelly Cross-Border Weekly Best of the Web 2014-3-21

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. This week we offer a mix of articles

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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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KeatsConnelly Cross-Border Weekly Best of the Web 2014-3-14

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. This week we offer a mix of articles

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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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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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