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Advising on US cross-border and expatriate matters is a complex and specialized area of tax, law and finance. It is made more difficult if you are working alone or in a small team. 

Comprehensive solutions to unique cross-border situations can be more easily found when you have a multi-discipline team of specialized cross-border professionals on your side. 

Build your Network.

Share your Knowledge.

Find Solutions Together.

Get to know The Clever Firm



Enjoy a wide variety of cross-border specific curated articles written by members and other authoritative sources.

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Participate in one of our many virtual meetups, webinars and in person events.

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Introduce your new or junior members to cross-border tax basics with our Basic Cross-border Online courses.

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Leverage Your Knowledge

 We can help.

  • Thu, May 30
    Virtual Discussion: Teams Webinar
    May 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    May 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Join Patrick Tchiengang, CPA, CA, CPA (US) as he walks through the relevant steps tax advisors should take to determine if your client has a foreign affiliate, a reporting obligation and a FAPI issue

Upcoming Events

Membership to our community offers many benefits that cater to both personal and professional growth. Joining us means becoming a part of a supportive network of like-minded individuals, where each member contributes to a collective knowledge pool.

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Connect with hundreds of professionals

"In an increasingly complex and nuanced world, it is imperative that professionals have the resources, networks and access to expertise to serve the evolving needs of cross-border clients . The Clever Firm events and support those needs"

Johannes Weinmar, CFP, CIM
Tasker Weinmar Wealth

“Thank you to The Clever Firm for hosting a successful networking event. It was great to meet up with old colleagues and to make new connections with others in the (cross-border) tax, immigration and finance industries

David Ho, CPA, CA

Navigating tax for people with cross-border needs is very individualized and can be tricky. The Clever Firm  will address these complex needs, from training for professionals to networking to build a solid team to best support client needs.

Kalee Boisvert, MBA

Raymond James

Check it out, straight from the "Very Clever" horse’s mouth.

What our members are saying

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