Taxation of Canadians in America

Are you at risk?

by Dale Walters; Sally Taylor & David Levine

tagged: taxation

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About the Authors

Dale Walters is a partner and CEO of KeatsConnelly. Serving clients for over thirty years, Dale was twice named one of the top financial advisors in the US by Mutual Fund Magazine, and has led the firm to numerous awards, including being named one of Arizona’s Most Admired Companies, Phoenix Chamber’s Impact award for Company Culture, the Alfred P. Sloan award for Workplace Flexibility and the Better Business Bureau award for Ethics. He is a frequent speaker on US-Canada financial planning and tax related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and co-author of Taxation of Canadians in America: Are You at Risk? Dale is a former four-time World Heavyweight Karate Champion and fourth degree black belt in Judo.

Sally Taylor, CPA, PFS, CFP® (US), MSFP, is the Director of Financial Planning, a Senior Planner, and a partner at KeatsConnelly. Taylor has the responsibility for supervising the financial planning department and financial planning process at KeatsConnelly, as well as serving as the firm's financial planning committee chair.

David Levine was CEO of a number of hospitals, including Montreal’s Notre-Dame, and the Ottawa Hospital. He served as Quebec junior minister of health and then headed the Montreal Health and Social Service Agency for ten years. He is Adjunct Professor in the Faculty of Medicine at McGill University and Associate Professor in the Faculty of Public Health at the Université de Montréal. He lives in Montreal.

Taxation of Canadians in America

Are you at risk?

by Dale Walters; Sally Taylor & David Levine

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Taxation of Canadians in America

Are you at risk?

by Dale Walters; Sally Taylor & David Levine

Buy this book at:

Buy the e-book: