Blog Archives

Cross Border Tax & Accounting Investment Advisory Services

Written by Senior Investment Officer, Peter Eickelberg Cross Border Tax & Accounting (CBTA) is the wholly owned subsidiary of Keats Connelly and Associates (KeatsConnelly) that handles taxes in the US and Canada for the clients of KeatsConnelly.  But did you

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KeatsConnelly Joins RBC Advisor Services

New Partnership Serves High Net Worth Clients with Sophisticated Needs KeatsConnelly has selected RBC Advisor Services as its new custody platform of choice.  RBC Advisor Services is a division of RBC Capital Markets, LLC, a wholly-owned subsidiary of Royal Bank

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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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New Medigap Options

Written by Staff Planner, Santina Michel On June 1, 2010, Medicare made changes to its Medigap (or Medicare Supplement) Plans.  Two new lower-cost Medicap policies are being offered and four old policies are being discontinued.  Insurers no longer sell Plans

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Dale Walters’ New Book

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KeatsConnelly in the News

At KeatsConnelly, we work hard to help our clients realize their dreams of a cross-border lifestyle. We are often called upon as industry experts on several financial, economic and general business topics in both Canada and the United States.  Due

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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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