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Dale Walters
Works at Cross Border Tax & Accounting
Lives in Phoenix
315 followers|25,593 views
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Dale Walters

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Canada, 5th most expensive country to live in.
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Kris Anderson interviewed me on the 10th, regarding Canadians buying real estate in the US.
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"He who is not every day conquering some fear has not learned the secret of life." -- Ralph Waldo Emerson
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Is retirement in the US is better than retirement in Canada?
Nobody gets to choose the country of their birth, but if we could, where would you spend your 'golden years'? Jonathan Chevreau stacks up the pros and cons of both systems
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There could soon be changes to the rules that affect U.S.-bound Canadian snowbirds. Here's a look at what may be ahead and a checklist of the rules about length of stay, taxation and insurance.
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Rather than pulling the wealthy down, we need to determine how to pull the poor up.
It’s easy to mock the rich, but we should be addressing the root causes of inequality, not pulling people down
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Dale Walters

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Proposed fiduciary rules far from a sure thing, but worth fighting for.
President Obama proposes new fiduciary rules, something we've been fighting for for decades.
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Kris Anderson interviewed me on the 10th, regarding Canadians buying real estate in the US.
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Canadian agencies are sharing information with each other.
Plan would boost information sharing between immigration and border enforcement officials, Employment Canada, Revenue Canada, the RCMP and provinces.
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I am quoted in this article.
The magic number is 182 days in a single year. If Canadians stay longer than that in the U.S., they risk being considered a U.S. resident for tax purposes
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OTTAWA -- The looming economic threat of sliding oil prices is forcing the Bank of Canada to unexpectedly cut its trend-setting rate to three quarters of a percentage point from one per cent. The central bank's announcement follows the stunning no...
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IRS may tax principal residence even though your house in Canada is tax free.
U.S. citizens living in Canada must pay capital gains tax to the IRS after a house sale, leading to hefty bills for long-time homeowners
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People
Have him in circles
315 people
Tom Groulx's profile photo
Dave Yeske's profile photo
Ivan AuBuchon's profile photo
Jaz Azam's profile photo
John Aasen's profile photo
Amy Nickson's profile photo
Kevin Bratch's profile photo
Kirk Lowe's profile photo
Zack Miller's profile photo
Work
Occupation
Chief Executive Officer of KeatsConnelly
Skills
Leadership, Strategic Planning, Cross Border Tax, Financial Planning
Employment
  • Cross Border Tax & Accounting
    President & CEO, 1999 - present
    Responsible for the firm's brand and supervision of the Director of Tax, whom is responsible for the day-to-day activities.
  • KeatsConnelly
    CEO, 1994 - present
    Leads the largest wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle. Responsible for the firm's culture and strategic direction.
Basic Information
Gender
Male
Looking for
Networking
Relationship
Married
Story
Tagline
CEO of KeatsConnelly
Introduction
I am the CEO of KeatsConnelly, the largest wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle.  Offices in Phoenix, AZ, Boynton Beach, FL and Calgary, ON.
 
I am also the President and CEO of Cross Border Tax and Accounting, a wholly owned subsidiary of KeatsConnelly.  Cross Border Tax and Accounting provides expert US-Canada tax planning and preparation.
Bragging rights
Author of Buying Real Estate in the US – The Concise Guide for Canadians and the co-author of Taxation of Canadians in America. I am one of a small number of professionals that is certified as a financial planner in both the US and Canada. While CEO of KeatsConnelly, the firm has won many awards, including awards for ethics, company culture, workplace flexability and being named one of Arizona's Most Admired Companies. I have been named as one of the top financial advisers in the US by Mutual Fund Magazine. I was the runner-up to the small business person of the year in 2006, for the city of Phoenix. I am a fourth degree black belt in Judo and a former four-time world heavyweight karate champion.
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Phoenix
Previously
Decatur, IL - Des Moines, IA - Phoenix, AZ
The food is the best thing about this place, but the service is always friendly and comes in a close second place.
Public - a year ago
reviewed a year ago
Food: Very GoodDecor: Very GoodService: Very Good
Public - 2 years ago
reviewed 2 years ago
Food: GoodDecor: GoodService: Good
Public - 2 years ago
reviewed 2 years ago
4 reviews
Map
Map
Map
Food: GoodDecor: Poor - FairService: Good
Public - 2 years ago
reviewed 2 years ago