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Upcoming Events

  • CLEVER CHAT - How to Automate Client Onboarding and Data Collection
    CLEVER CHAT - How to Automate Client Onboarding and Data Collection
    Thu, Dec 07
    Virtual Discussion - Teams Webinar
    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.
  • CLEVER CHAT -  The Importance of Integrated Cross-border Planning
    CLEVER CHAT -  The Importance of Integrated Cross-border Planning
    Thu, Jan 11
    Virtual Discussion: Teams Webinar
    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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