Cross-Border Series Books

Each of the books below are part of our valuable cross-border series of books. Each one is tailored to specific issues Canadians have when moving to, living in or investing in the US. Click on any of the books below for full details.
The Borer Guide

The Border Guide

by Robert Keats, CFP®, RFP, MSFP

The Border Guide was written by Bob Keats, founder of KeatsConnelly. Bob is also the author of A Canadian’s Best Tax Haven: The US / Take Your Money and DRIVE!

The Border Guide has sold over 80,000 copies, and with its estimated 3 to 1 pass around rate, is projected to have been read by more than 240,000 Canadians. It is considered the definitive and comprehensive cross-border financial planning tool for Canadians living, working and investing in the United States.


A Canadian's Best Tax Haven: The US Take your money and DRIVE!

A Canadian's Best Tax Haven: The US
Take your money and DRIVE!

by Robert Keats, CFP®, RFP, MSFP
This book will help you realize a lifestyle choice that involves a climate with year-round golfing and sandy beaches is not only possible, but can also save you money in the form of lower cost of living and lower income taxes. This reduction in living expenses and taxes can allow you the ability to enjoy a lifestyle that most have never dreamed possible.

Buying Real Estate in the US The Concise Guide for Canadians

Buying Real Estate in the US
The Concise Guide for Canadians

by Dale Walters, CPA, PFS, CFP® (US), CFP® (Canada)
Buying Real Estate in the US is written for Canadians by a cross-border tax expert. Many of the concerns Canadians have when buying real estate in the US relate to tax consequences and proper structuring of the purchase to maximize tax benefits, avoid US estate tax and probate. Buying Real Estate in the US is an essential tax guide for any Canadian that is considering the purchase of real estate in the US.

Mr. Walters has updated the book with new information based on comments from readers of the first edition. The 2nd edition should be released in September 2016. Pre-orders at Amazon.ca

Taxation of Canadians in America Are YOU at risk?

Taxation of Canadians in America
Are YOU at risk?

By Dale Walters, CPA, PFS, CFP® (US), CFP® (Canada)
with Sally Taylor, CPA, PFS, MSFP, CFP® and David Levine, CA, CPA
Taxation of Canadians in America is the only book written exclusively on the unique tax issues Canadians face when living in the US. The book is written by a team of experts from KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. This is the essential tax guide for Canadians living in the US and the professionals that advise them.

Taxation of Americans in Canada are YOU at risk?

Taxation of Americans in Canada
Are YOU at risk?

By Dale Walters, CPA, PFS, CFP® (US), CFP® (Canada)
with Sally Taylor, CPA, PFS, MSFP, CFP® and David Levine, CA (Canada), CPA (US)
Taxation of Americans in Canada is written exclusively on the unique tax issues Americans face when living in Canada. If you are a US citizen or green card holder, you are subject to US income taxation on your world income and estate tax on your worldwide estate. The book is written by a team of experts from KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. This is an essential tax guide for Americans living in Canada, as well as the professionals that advise them.