Tax Planning and Preparation

The team at KeatsConnelly works with you to legally and successfully reduce your tax liability in the US and Canada to support your cross-border lifestyle with effective and tested tax strategies. We go well beyond tax compliance by recommending tax saving strategies that maximize your after-tax income and meet your personal goals.

Our expert planning can include:

  • Reducing, delaying and avoiding taxation
  • To withdraw RRSP/RRIF or not, and if withdrawing, how best to do it
  • Coordination of immigration planning with tax planning
  • Planning for the utilization of foreign tax credits

KeatsConnelly tax saving strategies:

  • Grow and preserve your assets
  • Defer income so you can keep your money now and pay taxes later
  • Reduce taxes on your income so you keep more of what you make
  • Reduce taxes on your estate so your family keeps more
  • Reduce taxes on your investments so you can grow wealth faster
  • Reduce taxes on your retirement distributions

Contact us today to find out more about how we can help with tax planning.