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Past CLEVER CHATS

  • CLEVER WEBINAR  - Managing Open Loop Fatigue in the Rapidly Changing World of Accounting and Tax
    CLEVER WEBINAR  - Managing Open Loop Fatigue in the Rapidly Changing World of Accounting and Tax
    Tue, Jul 30
    Virtual Masterclass on Zoom
    Jul 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Masterclass on Zoom
    Jul 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Masterclass on Zoom
    A transformative Masterclass introducing the concept of Open Loop Fatigue and it’s impact on our productivity and well-being as accountants. Designed to give you a breakthrough insight into why the modern mind struggles, why it matters and what to do about it.
  • CLEVER WEBINAR  -  Understanding Short Term Rentals -  Indirect and Direct Cross-border Tax
    CLEVER WEBINAR  -  Understanding Short Term Rentals -  Indirect and Direct Cross-border Tax
    Wed, Jun 26
    Virtual Discussion: Teams Webinar
    Jun 26, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Jun 26, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Carol Sadler and David Crawford of Achen Henderson discuss certain nuances with respect to Short Term Rental and including Indirect Taxes in Canada and Income tax for Cross-border taxpayers
  • 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
    May 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    May 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Registration Closed - 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
  • 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
    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
    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
    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?
    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 WEBINAR  - Managing Open Loop Fatigue in the Rapidly Changing World of Accounting and Tax
    CLEVER WEBINAR  - Managing Open Loop Fatigue in the Rapidly Changing World of Accounting and Tax
    Tue, Jul 30
    Virtual Masterclass on Zoom
    Jul 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Masterclass on Zoom
    Jul 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Masterclass on Zoom
    A transformative Masterclass introducing the concept of Open Loop Fatigue and it’s impact on our productivity and well-being as accountants. Designed to give you a breakthrough insight into why the modern mind struggles, why it matters and what to do about it.
  • CLEVER WEBINAR  -  Understanding Short Term Rentals -  Indirect and Direct Cross-border Tax
    CLEVER WEBINAR  -  Understanding Short Term Rentals -  Indirect and Direct Cross-border Tax
    Wed, Jun 26
    Virtual Discussion: Teams Webinar
    Jun 26, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Jun 26, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Carol Sadler and David Crawford of Achen Henderson discuss certain nuances with respect to Short Term Rental and including Indirect Taxes in Canada and Income tax for Cross-border taxpayers
  • 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
    May 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    May 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Registration Closed - 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
  • 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
    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
    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
    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?
    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 WEBINAR  - Managing Open Loop Fatigue in the Rapidly Changing World of Accounting and Tax
    CLEVER WEBINAR  - Managing Open Loop Fatigue in the Rapidly Changing World of Accounting and Tax
    Tue, Jul 30
    Virtual Masterclass on Zoom
    Jul 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Masterclass on Zoom
    Jul 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Masterclass on Zoom
    A transformative Masterclass introducing the concept of Open Loop Fatigue and it’s impact on our productivity and well-being as accountants. Designed to give you a breakthrough insight into why the modern mind struggles, why it matters and what to do about it.
  • CLEVER WEBINAR  -  Understanding Short Term Rentals -  Indirect and Direct Cross-border Tax
    CLEVER WEBINAR  -  Understanding Short Term Rentals -  Indirect and Direct Cross-border Tax
    Wed, Jun 26
    Virtual Discussion: Teams Webinar
    Jun 26, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Jun 26, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Carol Sadler and David Crawford of Achen Henderson discuss certain nuances with respect to Short Term Rental and including Indirect Taxes in Canada and Income tax for Cross-border taxpayers
  • 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
    May 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    May 30, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Virtual Discussion: Teams Webinar
    Registration Closed - 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
  • 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
    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
    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
    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?
    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 - Clever Cross-border Networking After Work
    Toronto - Clever Cross-border Networking After Work
    Tue, Jun 25
    Toronto
    Jun 25, 2024, 5:00 p.m. – 7:30 p.m. EDT
    Toronto, 1 King St W #1201, Toronto, ON M5H 1A1, Canada
    Jun 25, 2024, 5:00 p.m. – 7:30 p.m. EDT
    Toronto, 1 King St W #1201, Toronto, ON M5H 1A1, Canada
    After-work networking for cross-border professionals organized by The Clever Firm for our members and those interested in the Network. Looking forward to seeing you there!
  • Ottawa - Clever Cross-border Networking Lunch
    Ottawa - Clever Cross-border Networking Lunch
    Thu, Jun 20
    Gezellig - Ottawa
    Jun 20, 2024, 12:15 p.m. – 2:15 p.m. EDT
    Gezellig - Ottawa, 337 Richmond Rd, Ottawa, ON K2A 0E7, Canada
    Jun 20, 2024, 12:15 p.m. – 2:15 p.m. EDT
    Gezellig - Ottawa, 337 Richmond Rd, Ottawa, ON K2A 0E7, Canada
    Casual networking lunch bringing together professionals specialized in providing cross-border tax, immigration and financial services.
  • Calgary - Clever Cross-border Networking Lunch
    Calgary - Clever Cross-border Networking Lunch
    Wed, Jun 19
    Trolley 5 Brewpub, Private Barrel Room
    Jun 19, 2024, 12:30 p.m. – 2:30 p.m. MDT
    Trolley 5 Brewpub, Private Barrel Room, 728 17 Ave SW, Calgary, AB T2S 0B7, Canada
    Jun 19, 2024, 12:30 p.m. – 2:30 p.m. MDT
    Trolley 5 Brewpub, Private Barrel Room, 728 17 Ave SW, Calgary, AB T2S 0B7, Canada
    Casual lunch meet up for cross-border professionals organized by The Clever Firm for our members and those interested in the Network in the Calgary area. Looking forward to seeing you there! *Lunch included
  • Vancouver - Clever Cross-border Networking After Work
    Vancouver - Clever Cross-border Networking After Work
    Tue, Jun 18
    Steamworks Brewpub, Gastown
    Jun 18, 2024, 5:30 p.m. – 8:00 p.m. PDT
    Steamworks Brewpub, Gastown, 375 Water St, Vancouver, BC V6B 1B8, Canada
    Jun 18, 2024, 5:30 p.m. – 8:00 p.m. PDT
    Steamworks Brewpub, Gastown, 375 Water St, Vancouver, BC V6B 1B8, Canada
    After-work networking for cross-border professionals organized by The Clever Firm for our members and those interested in the Network. Looking forward to seeing you there!
  • Kitchener - Waterloo - Clever Cross-border Networking Lunch
    Kitchener - Waterloo - Clever Cross-border Networking Lunch
    Fri, Jun 07
    Wildcraft Grill - Waterloo
    Jun 07, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Wildcraft Grill - Waterloo, 425 King St N, Waterloo, ON N2J 2Z5, Canada
    Jun 07, 2024, 12:30 p.m. – 2:30 p.m. EDT
    Wildcraft Grill - Waterloo, 425 King St N, Waterloo, ON N2J 2Z5, Canada
    Casual networking lunch bringing together professionals specialized in providing cross-border tax, immigration and financial services.
  • 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
    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
    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
    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.
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