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Upcoming Events
- Thu, Dec 07Virtual Discussion - Teams WebinarDec 07, 2023, 12:30 p.m. – 2:00 p.m. ESTVirtual Discussion - Teams WebinarIsaac 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.
- Thu, Jan 11Virtual Discussion: Teams WebinarJan 11, 2024, 12:30 p.m. – 2:00 p.m. ESTVirtual Discussion: Teams WebinarNicholas 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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