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.
