Border Guide

Overview

Now in its twelfth edition, this book is the definitive guide to everything financial for those living a cross-border lifestyle in Canada and the US. If you are a Canadian living seasonally or year-round in the US, a US citizen living in Canada, or if you have financial assets in both countries, this book can save you time, money, and headaches. Updated for recent changes to cannabis laws and the United States-Mexico-Canada Agreement, the strategies outlined here will help you adopt the ideal traveling lifestyle: crossing in either direction whenever you want, for whatever time period you want, free from worry and funded by substantial tax reductions. The strategies in this book will also give you access to both US and Canadian medical coverage for the rest of your life! Learn how to legally reduce both Canadian and US taxes, protect your assets from fluctuating exchange rates, eliminate stress during border crossings, operate your business from either side of the border to your best advantage, and make investments free from both income and estate taxes. The book also includes an exclusive kit of downloadable materials: information on choosing a cross-border financial planner; lists of free, useful publications; lists of embassies and consulates; and much more!

Author Biography

Robert Keats, CFP (US and Canada), RFP (Canada), MSFP, is an internationally renowned expert on cross-border financial planning. He is contributing editor to The Canadian MoneySaver. Keats began his financial planning career in 1976 and is president and a major shareholder of the largest financial advisory firm specializing in Canada/US cross-border financial planning. He has offices in Arizona, Florida, and Alberta.