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list price: $19.95
edition:Paperback
also available: eBook
category: Business & Economics
published: Feb 2013
ISBN:9781770401334
publisher: Self-Counsel Press

Taxation of Canadians in America

Are you at risk?

by Dale Walters; Sally Taylor & David Levine

tagged: taxation
About the Authors

Dale Walters

Dale Waters is partner and CEO of Keats Connelly, the largest North American cross-border wealth management firm. He holds a BS in Accounting, is a Certified Public Accountant, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER™ Professional (US and Canada), and a NAPFA (National Association of Personal Financial Advisors) Registered Financial Advisor. He was named Top US Financial Advisor by Mutual Funds Magazine in 2001 and 2002. He lives in Arizona.

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, CA, CPA, is a partner and the International Tax Manager at KeatsConnelly.

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