The Border Guide is the definitive guide to cross-borderfinancial planning for who either live in theU.S. seasonally or all year round. It also includes usefulinformation for U.S. citizens living or just investing inCanada.Many Canadians incorrectly assume that the lawsgoverning investment, taxation, and immigration arethe same in the U.S. as they are in Canada. This easy-tofollowguide can help anyone transact their crossborderbusiness affairs with confidence.• Avoid getting caught by fluctuations inCanadian currency• Qualify for old-age and social security benefitson both sides of the border• Get the best from both the Canadian and U.S.medical systems• Buy a retirement home and deduct themortgage interest from your Canadian taxreturn• Receive your Canadian pensions in theU.S.—almost tax free!This updated edition includes extensive newinformation on the Canada/U.S. Tax Treaty, newborder issues since 9/11, and many small regulatorychanges.

Robert Keats, cfp®, rfp, msfp, is an internationally renowned expert in cross-border financial planning. Keats began his financial planning career in 1976 and is president and major shareholder of the largest financial advisory firm specializing in Canada-US cross-border financial planning. He has been a conributing editor to Canadian MoneySaver and his writing has been featured in The Globe and Mail, National Post, and the Los Angeles Times. He is the publisher of The Sunbelt Canadian newsletter and is on the editorial board for the Canadian Journal of Financial Planning. Keats is the author of The Border Guide, another title published by Self-Counsel Press. He lives in Phoenix, Arizona and can be found at www.keatsconnelly.com.

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