Acknowledgments

Robert (Bob) Keats, was the first person to see a need for US-Canada financial planning, and has been serving Canadians and Americans with US-Canada cross border issues for more than 30 years. In 1990, he founded Keats, Connelly and Associates, which is now called KeatsConnelly. It is because of Bob’s foresight and hard work that we are now able to write the first and only book dedicated solely to the taxation of Canadians in the US.

We also want to acknowledge all of the KeatsConnelly employees, past and present, on their contribution to this book. We have tried to capture their cumulative knowledge in the following pages. Though we wrote the book, it is the cumulative effort of decades of employees learning this subject matter by working directly with clients day-after-day, year-after-year, that we have been able to accumulate the knowledge we are putting into this book.

Ultimately, if it were not for the support and understanding of our spouses we would not have been able to accomplish a large undertaking such as this. Because the time we spent researching, writing, and editing took away time from our families, their patience and encouragement to finish the book was essential.

Lastly, we want to thank all of the clients we have worked with over the years. It is our clients that have put us in a position to be able to write a book on this important topic, and without them this book would not have been possible. It is for our current and future clients that we wrote this book.