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HGD Fall 2015

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Cross-Border Series
Border Guide
The Ultimate Guide to Living, Working, and Investing Across the Border
11st edition
By (author): Robert Keats
9781770402485 Paperback, Adhesive bound English General Trade BUSINESS & ECONOMICS / Personal Finance / General Apr 26, 2016
$27.95 CAD
Out of print 6 x 9 x 0.66 in 384 pages Self-Counsel Press
This book is the definitive guide to cross-border financial planning. If you are a Canadian living in the US seasonally or all-year-round, or if you are an American citizen returning to the US after a prolonged stay in Canada, this book can save you money, time and headaches. It teaches you how to become a legal US resident, qualify for benefits, get the most from medical systems, make US-based investments exempt from US income tax, and remove your RRSP from Canada at no or very low tax. It has been bolstered with new chapters on tax benefits for residents who move to and from both sides of the border.

Robert Keats, CFP (Canada), CFP (US), RFP (Canada), MSFP, is an internationally renowned expert on cross-border financial planning. He is a contributing editor to Canadian MoneySaver and his writing has been featured in The Globe and Mail, National Post and LA Times. Keats began his financial planning career in 1976 and is president and major shareholder of the largest financial advisory firm specializing in Canada-United States cross-border financial planning.



Contributor Website

“Eases cross-border strain … the questions are trickier than they look and not amendable to easy answers … The Border Guide is as good a place as any to start.” — Ellen Roseman The Globe and Mail

“I have never read a book from which I learned this much … ” — Martha Kapouch NAPFA Advisor

“The Border Guide is a must for anyone who has ever considered investing, purchasing property, or seasonal residence in the United States.” — Canadian MoneySaver

“You can take [your money] with you, to the United States!” — Toronto Star

“Blows away some popular misconceptions … discusses ways to live in the US but still get maximum tax advantages from RRSPs in Canada.” — Saskatoon Star-Phoenix

“The strategy works best for anyone with a large RRSP plus a substantial investment or pension income.” — Montreal Gazette

“Provides an in-depth look at cross-border financial planning.” — The Simcoe Reformer

“Keats took it upon himself to write the definitive book on the topic [of cross-border issues] … entitled The Border Guide.” — Investment Executive

“The Border Guide is a comprehensive cross-border financial tool.” — Alexandra Eadie The Globe and Mail

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