top of page

Upcoming Events

  • CLEVER WEBINAR - Foreign Affiliate Reporting and FAPI for Canadian Taxpayers
    CLEVER WEBINAR - Foreign Affiliate Reporting and FAPI for Canadian Taxpayers
    Thu, May 30
    Virtual Discussion: Teams Webinar
    CLEVER WEBINAR - Foreign Affiliate Reporting and FAPI for Canadian Taxpayers
    May 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Join Patrick Tchiengang, CPA, CA, CPA (US) as he walks through the relevant steps tax advisors should take to determine if your client has a foreign affiliate, a reporting obligation and a FAPI issue
    Buy Tickets

Past CLEVER CHATS

  • CLEVER CHAT - The Importance of Integrated Cross-border Planning
    CLEVER CHAT - The Importance of Integrated Cross-border Planning
    CLEVER CHAT - The Importance of Integrated Cross-border Planning
    Thu, Jan 18
    Virtual Discussion: Teams Webinar
    Jan 18, 2024, 12:30 p.m. – 2:00 p.m. EST
    Virtual Discussion: Teams Webinar
    Jan 18, 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.
  • CLEVER CHAT - How to Automate Client Onboarding and Data Collection
    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
    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 - CRA Reviews and Audits
    CLEVER CHAT - CRA Reviews and Audits
    CLEVER CHAT - CRA Reviews and Audits
    Thu, Nov 23
    Virtual Discussion - Teams
    Nov 23, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Nov 23, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Chris Watt Bickley and Carol Sadler provide insight into current trends, the process and the problems based on their experience with CRA FTC reviews. Jason Koenig of Accountancy Insurance Brokers (AuditShield) will provide interesting data and statistics regarding CRA activity in this area.
  • CLEVER CHAT - ITIN Pain and Procedure
    CLEVER CHAT - ITIN Pain and Procedure
    CLEVER CHAT - ITIN Pain and Procedure
    Thu, Nov 16
    Virtual Discussion - Teams
    Nov 16, 2023, 12:00 p.m. – 1:00 p.m. EST
    Virtual Discussion - Teams
    Nov 16, 2023, 12:00 p.m. – 1:00 p.m. EST
    Virtual Discussion - Teams
    David Treitel, founding and managing partner of American Tax Returns Ltd in the UK and Aaron Rumley of Rumley Holmes LLP in Toronto provide insight and advise regarding ITIN applications for clients without SSNs including but not limited to NRA Landlords, NRA spouses and/or dependents.
  • CLEVER CHAT - Outsourcing. Why, Where and How?
    CLEVER CHAT - Outsourcing. Why, Where and How?
    CLEVER CHAT - Outsourcing. Why, Where and How?
    Thu, Nov 09
    Virtual Discussion - Teams
    Nov 09, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Nov 09, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Finding the right Cross-border tax team is getting increasingly difficult. If you have thought about Outsourcing as a solution but don't know where to start, Shailja and Sumiyo will walk you through first steps and the many thereafter based on their experiences.

Past CLEVER CHATS

  • CLEVER CHAT - The Importance of Integrated Cross-border Planning
    CLEVER CHAT - The Importance of Integrated Cross-border Planning
    CLEVER CHAT - The Importance of Integrated Cross-border Planning
    Thu, Jan 18
    Virtual Discussion: Teams Webinar
    Jan 18, 2024, 12:30 p.m. – 2:00 p.m. EST
    Virtual Discussion: Teams Webinar
    Jan 18, 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.
  • CLEVER CHAT - How to Automate Client Onboarding and Data Collection
    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
    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 - CRA Reviews and Audits
    CLEVER CHAT - CRA Reviews and Audits
    CLEVER CHAT - CRA Reviews and Audits
    Thu, Nov 23
    Virtual Discussion - Teams
    Nov 23, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Nov 23, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Chris Watt Bickley and Carol Sadler provide insight into current trends, the process and the problems based on their experience with CRA FTC reviews. Jason Koenig of Accountancy Insurance Brokers (AuditShield) will provide interesting data and statistics regarding CRA activity in this area.
  • CLEVER CHAT - ITIN Pain and Procedure
    CLEVER CHAT - ITIN Pain and Procedure
    CLEVER CHAT - ITIN Pain and Procedure
    Thu, Nov 16
    Virtual Discussion - Teams
    Nov 16, 2023, 12:00 p.m. – 1:00 p.m. EST
    Virtual Discussion - Teams
    Nov 16, 2023, 12:00 p.m. – 1:00 p.m. EST
    Virtual Discussion - Teams
    David Treitel, founding and managing partner of American Tax Returns Ltd in the UK and Aaron Rumley of Rumley Holmes LLP in Toronto provide insight and advise regarding ITIN applications for clients without SSNs including but not limited to NRA Landlords, NRA spouses and/or dependents.
  • CLEVER CHAT - Outsourcing. Why, Where and How?
    CLEVER CHAT - Outsourcing. Why, Where and How?
    CLEVER CHAT - Outsourcing. Why, Where and How?
    Thu, Nov 09
    Virtual Discussion - Teams
    Nov 09, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Nov 09, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Finding the right Cross-border tax team is getting increasingly difficult. If you have thought about Outsourcing as a solution but don't know where to start, Shailja and Sumiyo will walk you through first steps and the many thereafter based on their experiences.

Past CLEVER CHATS

  • CLEVER CHAT - The Importance of Integrated Cross-border Planning
    CLEVER CHAT - The Importance of Integrated Cross-border Planning
    CLEVER CHAT - The Importance of Integrated Cross-border Planning
    Thu, Jan 18
    Virtual Discussion: Teams Webinar
    Jan 18, 2024, 12:30 p.m. – 2:00 p.m. EST
    Virtual Discussion: Teams Webinar
    Jan 18, 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.
  • CLEVER CHAT - How to Automate Client Onboarding and Data Collection
    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
    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 - CRA Reviews and Audits
    CLEVER CHAT - CRA Reviews and Audits
    CLEVER CHAT - CRA Reviews and Audits
    Thu, Nov 23
    Virtual Discussion - Teams
    Nov 23, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Nov 23, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Chris Watt Bickley and Carol Sadler provide insight into current trends, the process and the problems based on their experience with CRA FTC reviews. Jason Koenig of Accountancy Insurance Brokers (AuditShield) will provide interesting data and statistics regarding CRA activity in this area.
  • CLEVER CHAT - ITIN Pain and Procedure
    CLEVER CHAT - ITIN Pain and Procedure
    CLEVER CHAT - ITIN Pain and Procedure
    Thu, Nov 16
    Virtual Discussion - Teams
    Nov 16, 2023, 12:00 p.m. – 1:00 p.m. EST
    Virtual Discussion - Teams
    Nov 16, 2023, 12:00 p.m. – 1:00 p.m. EST
    Virtual Discussion - Teams
    David Treitel, founding and managing partner of American Tax Returns Ltd in the UK and Aaron Rumley of Rumley Holmes LLP in Toronto provide insight and advise regarding ITIN applications for clients without SSNs including but not limited to NRA Landlords, NRA spouses and/or dependents.
  • CLEVER CHAT - Outsourcing. Why, Where and How?
    CLEVER CHAT - Outsourcing. Why, Where and How?
    CLEVER CHAT - Outsourcing. Why, Where and How?
    Thu, Nov 09
    Virtual Discussion - Teams
    Nov 09, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Nov 09, 2023, 4:30 p.m. – 5:30 p.m. EST
    Virtual Discussion - Teams
    Finding the right Cross-border tax team is getting increasingly difficult. If you have thought about Outsourcing as a solution but don't know where to start, Shailja and Sumiyo will walk you through first steps and the many thereafter based on their experiences.

Past Networking Events

  • TORONTO - US and Cross-border Professional Networking
    TORONTO - US and Cross-border Professional Networking
    TORONTO - US and Cross-border Professional Networking
    Tue, Sep 19
    Northern Maverick Brewing Company
    Sep 19, 2023, 4:30 p.m. – 7:30 p.m. EDT
    Northern Maverick Brewing Company, 115 Bathurst St, Toronto, ON M5V 2P9, Canada
    Sep 19, 2023, 4:30 p.m. – 7:30 p.m. EDT
    Northern Maverick Brewing Company, 115 Bathurst St, Toronto, ON M5V 2P9, Canada
    Enjoy a drink or two, meet other cross-border professionals and hear about The Clever Firm and the benefits of membership in the Clever Cross-border Professionals Network.
  • OTTAWA - US and Cross-border Professional Networking
    OTTAWA - US and Cross-border Professional Networking
    OTTAWA - US and Cross-border Professional Networking
    Thu, Sep 14
    Where I Thrive Classes and Cafe - Ottawa
    Sep 14, 2023, 5:30 p.m. – 8:30 p.m. EDT
    Where I Thrive Classes and Cafe - Ottawa, 117 Glebe Ave, Ottawa, ON K1S 2C2, Canada
    Sep 14, 2023, 5:30 p.m. – 8:30 p.m. EDT
    Where I Thrive Classes and Cafe - Ottawa, 117 Glebe Ave, Ottawa, ON K1S 2C2, Canada
    Enjoy a drink or two, meet other cross-border professionals and hear about The Clever Firm and the benefits of membership in the Clever Cross-border Professionals Network.
  • US and Cross-border Professional Networking - VANCOUVER
    US and Cross-border Professional Networking - VANCOUVER
    US and Cross-border Professional Networking - VANCOUVER
    Tue, Sep 12
    Steamworks, Harbour View Room
    Sep 12, 2023, 5:30 p.m. – 8:30 p.m. PDT
    Steamworks, Harbour View Room, 375 Water St, Vancouver, BC V6B 1B8, Canada
    Sep 12, 2023, 5:30 p.m. – 8:30 p.m. PDT
    Steamworks, Harbour View Room, 375 Water St, Vancouver, BC V6B 1B8, Canada
    Enjoy a drink or two, meet other cross-border professionals and hear about The Clever Firm and the benefits of membership in the Clever Cross-border Professionals Network.
  • US and Cross-border Professional Networking - CALGARY
    US and Cross-border Professional Networking - CALGARY
    US and Cross-border Professional Networking - CALGARY
    Thu, Sep 07
    Trolley 5 Brewpub, Private Barrel Room
    Sep 07, 2023, 5:30 p.m. – 8:30 p.m. MDT
    Trolley 5 Brewpub, Private Barrel Room, 728 17 Ave SW, Calgary, AB T2S 0B7, Canada
    Sep 07, 2023, 5:30 p.m. – 8:30 p.m. MDT
    Trolley 5 Brewpub, Private Barrel Room, 728 17 Ave SW, Calgary, AB T2S 0B7, Canada
    Enjoy a drink or two, meet other cross-border professionals and hear about The Clever Firm and the benefits of membership in the Clever Cross-border Professionals Network.
bottom of page