Few Americans would consider California a tax haven — but don’t say that to Dale Walters. A planner who specializes in helping Canadians settle in the U.S. to cut their tax bills, Walters might launch into long explanations of the U.S.-Canadian tax treaty, the lack of deductions in the Canadian tax system, or the (relatively) low income level that triggers the highest tax brackets north of the border.

Walters, chief executive of KeatsConnelly, is a get-into-the-weeds kind of guy — just the right sort to negotiate the oft-complex world of cross-border planning.

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