This is intended for a global audience.

ISBN: 978-1-77040-133-4

Number of pages: 176

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

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Are you a Canadian who spends your winters in the United States, or occasionally conducts work in the US? Many Canadians do not know that they need a work visa to legally conduct business during their stay in the United States. Even more worrisome is that they don't now that they may be required to file taxes with the IRS. This law also applies to those telecommuting from the US for Canadian businesses. The consequences of declining to pay taxes or not obtaining a work visa can be severe. One could end up being declared an illegal immigrant and deported!

This book explains exactly who must pay taxes and who remains exempt. Many possible situations are detailed, such as what to do if you own property in the US,have made other financial investments, or have an American spouse or American-born children. The tax laws as related to income tax and state tax are also discussed.

The book discusses topics such as:

  • The basics of US taxation as it applies to snowbirds and cross-border workers
  • Foreign tax credits
  • Taxation of Registered Plans, pensions, and Social Security
  • Issues relating to real estate ownership
  • Taxation of gains
  • Taxes regarding health insurance

Taxation of Canadians in America arms you with the information you need to make responsible decisions as a Canadian living and working part time in he United States.

Additional Info

Additional Info

Subtitle Are YOU at risk?
Publication Date Feb 15, 2013
Market Global
PDF Preview Download URL
Edition First Edition
Pages 176
Size 6 x 9
ISBN 978-1-77040-133-4

Author Details

Author Details - Dale Walters, CPA, PFS, CFP with Sally Taylor, CPA, PFS, CFP® (US), MSFP, and David Levine, CA, CPA.

Dale Walters, CPA, PFS, CFP is partner and CEO of Keats Connelly, the largest North American cross-border wealth management firm. He was named Top US Financial Advisor by Wealth Management Magazine in 2001 and 2002. His book Buying Real Estate in the US: The Concise Guide for Canadians, is also published by Self-Counsel Press.

Sally Taylor, CPA, PFS, CFP® (US), MSFP, is the Director of Financial Planning, a Senior Planner, and a partner at KeatsConnelly. Taylor has the responsibility for supervising the financial planning department and financial planning process at KeatsConnelly, as well as serving as the firm's financial planning committee chair.

David Levine, CA, CPA, is a partner and the International Tax Manager at KeatsConnelly.


One of a kindReview by Dale
This book is truly one of a kind. The authors provide valuable information and tips that not only could save thousands in tax dollars, but keep the IRS off your back. (Posted on 5/25/2013)
One of a kindReview by dalewalters
This book is truly one of a kind. It is filled with valuable information that will keep me in the good graces of the IRS. (Posted on 5/25/2013)
May be the most important book you read all year!Review by BradXB
How does one measure the success of a book when there is nothing to compare it to? Taxation of Canadians in America is one of those books. Taxation is the first guide to tax rules, procedure, and planning for Canadian individuals in the US. With no other book of its kind for comparison, one can still fairly ask two questions: Does the book deliver the promised material? Is the book readable by the target audience? The answers to these questions are YES and YES!

Dale Walters, and his co-authors Sally Taylor and David Levine, have succeeded indeed. In less than 160 pages, Taxation of Canadians in America addresses the tax issues typically faced by Canadians in the US including a Canadian's first year in the US, resident-nonresident status, foreign tax credits, real estate, taxation of specific types of investments, partnerships, trusts, estate planning, navigating US tax returns, leaving the US, and much more.

Taxation of Canadians in America is readable, even enjoyable. The writing reflects an expert's deep understanding of complex material and an author's ability to translate that complexity into words that the reader can grasp and place in context meaningful to the reader. The authors simplify without oversimplifying. Where words might be insufficient, the authors offer a diagram (and not a "complete" diagram on par with a logistics diagram for the Normandy invasion, just a simple diagram that conveys the essential information).

Though the authors (partners at the fee-only cross-border wealth management firm of +KeatsConnelly) devote a chapter to cross-border tax planning, they make clear that Taxation of Canadians in America is not a comprehensive do-it-yourself guide; the book is not a substitute for the custom analysis and recommendations of a seasoned cross-border tax practitioner. Instead, Taxation of Canadians in America equips the lay reader to be a well-informed consumer of professional tax services and to spot tax issues in his or her own situation.

Canadian readers may leave this book with the distinct impression that they or their tax professionals have been doing something wrong. Domestic tax professionals in the US and Canada typically lack the necessary understanding of a) the Canada-US tax treaty, b) the domestic tax regime of the other country, and c) how the two sets of domestic rules and the treaty work (or do not work!) together to provide solid cross-border tax advice. As the authors point out, engaging tax professionals on both sides of the border does not necessarily produce solid cross-border tax planning. In fact, the odds are good that something will be mismanaged or simply forgotten.

True cross-border tax practitioners are a rare breed but fortunately, there is a small and growing community of professionals devoted to acquiring the necessary knowledge and skills through years of study and experience. For Canadian readers who have been with the same tax professionals for decades, the challenge is to break with the familiar to get the help they need.

Taxation of Canadians in America, the latest addition to the KeatsConnelly Cross-Border Series, is the first book of its kind and likely will be the standard against which others are measured. This small volume should be read by every Canadian with a substantial connection to the US, whether as a snowbird, investor, or cross-border worker. It can be read in a few evenings and may be the most important book you read all year.

[This book review was originally posted on the blog "BORDERS: Thoughts of a Cross-Border Advisor" ( on January 31, 2013] (Posted on 1/31/2013)

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