Blog Archives

Sally Taylor, Director of Financial Planning at KeatsConnelly, appointed President Soroptimist International of Phoenix

Sally Taylor, the Director of Financial Planning at KeatsConnelly, was recently appointed President of Soroptimist International of Phoenix (SIP). Sally’s new role culminated through years of dedication and commitment to this important organization. SIP is one of the largest Soroptimist

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The Benefits of 529 Plans

(This article first appeared in the June 2014 issue of AZ CPA Magazine) contributed by Sally Taylor If you haven’t thought about 529 plans in a while, now might be a good time to think about them again and consider

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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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Applying for an Individual Tax Identification Number after June 22, 2012: It Won’t be so Easy!

  Written by Sally Taylor, CPA, PFS, MSFP, CFP® In a year-long internal audit, the IRS discovered that undocumented workers were fraudulently filing tax returns using Individual Tax Identification Numbers (ITINs) that were obtained using fake documents.  These unauthorized persons

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Sally Taylor to Speak at Seminar in Scottsdale

On February 6th, 2012, Sally Taylor, Director of Financial Planning at KeatsConnelly, speaks at AZIGG: Arizona-Canada Business Opportunities seminar.  Sally will discuss ways Canadians can increase wealth and save on taxes with cross-border living. Please click here for details.

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KeatsConnelly Wins Most Admired Companies Award

KeatsConnelly has been selected by BestCompaniesAZ as one of the winners in its annual Arizona’s Most Admired Companies Awards!     Honorees were chosen based on excellence in four key areas:   Workplace Culture, Leadership Excellence, Social Responsibility and Customer

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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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