Keats, Connelly And Associates is an independent financial counselor working with Americans and Canadians, allowing them to work, live, and play on either side of the border. Their multi-disciplinary team stays updated on the latest news surrounding the America/Canada border and helps their clients implement a financial plan.
They provide private client services to high net worth Canadian and American families who live a hectic, cross-border lifestyle. KeatsConnelly helps their clients manage this complexity and researches the best financial, tax, business and personal decisions their clients can make at that time. They offer a comprehensive financial planning process designed to protect their client’s assets while customizing a solution built for each client’s circumstance.
Their services include tax planning and accounting, real estate assistance, and financial planning or wealth management. Their tax planning seeks to reduce their client’s tax liability in the US and Canada as well as starting a plan to utilize foreign tax credits and coordinate immigration planning with tax planning. Many of their Canadian clients need to purchase real estate in America or vise versa and KeatsConnelly assists their clients in this task by informing them of the tax and risk consequences, preparing income tax and other filings, explaining non-resident US estate tax, ways to avoid US probate, looking into financing options and protecting their clients from personal liability.