Upcoming Events

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  Thu, Dec 07

  Virtual Discussion - Teams Webinar

  CLEVER CHAT - How to Automate Client Onboarding and Data Collection

  Dec 07, 2023, 12:30 p.m. – 2:00 p.m. EST

  Virtual Discussion - Teams Webinar

  Isaac Perdomo with Opzer, an automation firm exclusively focused on automation in accounting firms will join us for an overview of the impact on automating your client onboarding and data collection process and how it can be done WITHOUT appearing impersonal and robotic.

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  Thu, Jan 11

  Virtual Discussion: Teams Webinar

  CLEVER CHAT - The Importance of Integrated Cross-border Planning

  Jan 11, 2024, 12:30 p.m. – 2:00 p.m. EST

  Virtual Discussion: Teams Webinar

  Nicholas Meyer of Estate Stewards will discuss how not having a proper integrated plan in place for a cross-border move can lead to not only unexpected tax surprises, but also legal, financial and regulatory issues for even the simplest of assets.

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