Blog Archives

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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Prescription Drug Savings Card

Written by International Tax Manager, David Levine Canadians living or vacationing in the United States and any other individual with limited or no prescription drug coverage can benefit from a prescription drug savings card. Instead of paying full price for

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Canadian Entrepreneurs: Florida Tax News

  Written by Senior Planner, J. Bradford Flecke, JD, CFP®      Florida is a top relocation choice for US and foreign businesses: no winter slowdown, great leisure opportunities, a generally business-friendly environment, and no personal income tax.  Canadian entrepreneurs

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US Eases Entry for Investors and Entrepreneurs

  Written by Senior Planner, J. Bradford Flecke, JD, CFP®     In an August 2, 2011 press conference (transcript), US Citizenship and Immigration Services (USCIS, formerly USINS) announced some changes that benefit foreign investors and entrepreneurs.  These changes are

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Remove the Pain from Second Home Ownership

By Pauline Prescott of Aluxio Homes James and Melissa were looking for a second home in Scottsdale and after a few months they closed on a property then headed back to Toronto.  One of their friends in Scottsdale had taken

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Dale Walters Quoted in Phoenix Business Journal on US Credit Rating Downgrade

Dale Walters, CEO of KeatsConnelly was recently quoted in an article that ran in the August 12th edition of the Phoenix Business Journal. Read the article “Downgrade Distress” here.

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A Q and A About Our Market Confusion

Written by Bob Veres/Editor and Publisher of Inside Information Normally, the very last thing we would want to do is call your attention to daily market movements, because all of the worst investment decisions are made with a short-term focus. 

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Robert Keats of KeatsConnelly in Arizona Republic

Click here to read our own Bob Keats weigh in on Canadian tourism in West Phoenix in an Arizona Republic story from August 2011.

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Thoughts on Today’s Market

Written on August 2nd by Senior Investment Officer, Peter Eickelberg By now you have probably seen the news that the Dow Jones Industrials Average fell over two percent today after Congress finalized a deal to raise the US government’s borrowing limit. We

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Peter Eickelberg of KeatsConnelly Interviewed for KTVK News on Debt Ceiling Crisis

Check out this video clip of Senior Investment Officer, Peter Eickelberg.  Jared Dillingham from KTVK news came out to our Phoenix office to interview Peter about the situation in Washington and how it may be affecting the stock market.  Senator

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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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