By company founder Robert Keats, The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
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Posted by KeatsConnelly on Dec 30, 2011
Bob Keats discusses The Border Guide and planning your move to the US on CJAD 800 AM radio in Montreal.
Posted by KeatsConnelly on Dec 30, 2011
Dale Walters, from KeatsConnelly, explains why you should purchase his new book: Buying Real Estate in the US and why you should attend his seminars.
Posted by KeatsConnelly on Dec 27, 2011
Bob Keats speaks about learning ways to help enrich your cross-border lifestyle by attending upcoming workshops in Phoenix, AZ, Palm Springs, CA, Naples, FL and Boca Raton, FL.
Posted by KeatsConnelly on Dec 20, 2011
What is Happening with the Retiree Visa and Homeownership Visa Proposal (S. 1746 and H.R. 3341)? With much fanfare on October 20, US Senators Schumer and Lee introduced the long awaited Canadian retiree visa proposal and a companion homeownership visa proposal. Many of us have lobbied for years for the retiree legislation. Now, with public [...]
Posted by KeatsConnelly on Dec 20, 2011
Please see the video below: http://www.youtube.com/watch?v=E12M3IZ21BI&feature=youtu.be
Posted by KeatsConnelly on Dec 20, 2011
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 of each other, so a taxpayer may utilize all of these credits to determine where [...]
Posted by KeatsConnelly on Dec 20, 2011
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 again in 2011. The Alfred P. Sloan Award for Business Excellence in Workplace Flexibility is [...]
Posted by KeatsConnelly on Dec 09, 2011
The 60th Annual Great Canadian Picnic is on Saturday, February 4, 2012 and KeatsConnelly will have a booth again this year. Click here for the flyer!
Posted by KeatsConnelly on Dec 02, 2011
Written by Senior Investment Officer, Peter Eickelberg Meir Statman serves as a finance professor at Santa Clara University. Affable, funny, and insightful, Statman is a real pleasure to hear speak in person. His expertise in “behavioral finance” assures him a place in the financial conference speaking circuit. My autographed copy of his recent [...]
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