Personal Finance

When Canadians think of tax havens, they rarely think of the US; but it truly is one of the best options available for Canadians today. Using the US as a tax haven will enable you to keep more of what’s rightfully yours -- legally! Learn More

Bankruptcy is not a do-it-yourself task in Canada; read this book to help you understand your options, and then consult your lawyer or trustee in bankruptcy for personalized assistance.

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The Concise Guide for Canadians interested in owning US property.

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Informed US property ownership for snowbirds. This book is the Concise Guide for Canadians interested in owning US property.

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Mistakes made during separation and divorce can cause lifelong financial problems. Learn how to avoid them in the 3rd edition of this popular book.

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Every family is different, and blended families -- defined as those with children from previous marriages or couplings included -- can be even more difficult to plan for. When dealing with complicated family situations, cookie-cutter estate plans just don’t work! Learn More

Finances After 55 shows you how to get all your personal finance and business matters in order.

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Is your parent taken care of financially? This book covers the key decisions that every adult child of an aging parent must make in order to provide loving support to the people who matter the most.

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This book has been used by fundraisers for political parties, household name charities, and neighborhood groups worldwide for more than a decade.

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Want to leave an inheritance? Expect to get one? The affluent Baby Boomers are leaving record amounts to their children. But leaving your loved ones an inheritance, and getting one, is not as simple as it seems. Clear financial planning is a wise path, as is careful preparation so the inheritance is managed properly. This book guides you through the journey to ensure your loved ones know about inheritances and how to put them to the best use. Learn More

You don't have to live on cheap noodles anymore! The real-world guide to managing your money for 20-somethings. Learn More

This is a step-by-step guide to help you organize your finances and stay on track financially for the rest of your life.

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Take control of your money and stand up to the CRA!

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Tax This! contains tips on both business and personal tax issues. This edition includes additional tips on how to deal with the IRS’s aggressive strategies and a section on the IRS’s “Dirty Dozen” tax scams and how taxpayers can protect themselves.

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Living in Canada and not paying as much in taxes is a privilege that many Americans enjoy…or is it? Legally, the IRS can collect taxes on US citizens no matter where they permanently reside. Author Dale Walters understands the fear and confusion that Americans may experience when confronted by the IRS and the CRA. His book seeks to calm those fears so that you can be proactive about the situation.

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Essential reading! US tax law navigation for snowbirds, cross-border workers, and Canadians resident (or planning residency) in America.

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The Baby Boomers are the most affluent generation of all time and their children are bound not to be. Home ownership is more difficult. Saving and investing are more challenging. How do you help your child financially and protect yourself in the process? This book identifies the key strategies to lend a helping hand and ensure you are not vulnerable. Learn More

If you spend extended periods of time in both the US and Canada, sound cross-border financial planning is absolutely essential.

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Cross the border with confidence. In this informative guide, noted financial planner and columnist Robert Keats teaches you everything you need to know about cross-border financial planning. You won't want to leave home without it!

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