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Clever Courses

COMING SOON: JANUARY 2024

The Clever Firm is currently developing the following on-demand courses for junior and intermediate tax staff:

US and Canadian Cross-border Tax Concepts

An On-Demand Course for aspiring Cross-border US and Canadian Expatriate tax professionals or tax staff with up to 2 tax seasons under their belt. This course develops further on the following concepts:

- Tax Considerations with Cross-border moves

- US - Canada Tax Treaty Concepts and Application

- Common lingering reporting and filing requirements

Course materials include pre-course knowledge test, short tutorial videos, written "cheat sheets", problem solving quizzes and case studies. course completion and  retention testing.

US Expatriate Tax Concepts

An On-Demand Course for aspiring US Expatriate tax professionals or tax staff with up to 2 tax seasons under their belt. This course introduces the following concepts:

- Citizenship and Residency as the basis for US Taxation

- Common Income, Deductions and Credits

- Foreign Income and Asset Reporting

- State Taxation

Course materials include pre-course knowledge test, short tutorial videos, written "cheat sheets", problem solving quizzes and case studies. course completion and  retention testing.

Canadian Expatriate Tax Concepts

An On-Demand Course for aspiring Canadian Expatriate tax professionals or tax staff with up to 2 tax seasons under their belt. This course introduces the following concepts:

- Residency as the basis for Canadian Taxation

- Common Income, Deductions and Credits

- Foreign Income and Asset Reporting

Course materials include pre-course knowledge test, short tutorial videos, written "cheat sheets", problem solving quizzes and case studies. course completion and  retention testing.

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