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Mon, Feb 05


Vantage Venues

CleverUp 2024 Cross-border Conference

Tax, Financial and Legal Conference focusing on the issues involved with servicing clients with cross-border interests.

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CleverUp 2024 Cross-border Conference
CleverUp 2024 Cross-border Conference

Time & Location

Feb 05, 2024, 8:00 a.m. EST – Feb 06, 2024, 5:30 p.m. EST

Vantage Venues, 150 King St W, Toronto, ON M5H 1J9, Canada

About the event

See the schedule below this section.

The Clever Firm is pleased to provide an invigorating 2 days of topics and discussions specifically chosen for US and Canadian cross-border advisors. Our event is proudly sponsored by Cardinal Point Wealth.

In addition to the "technical" side of the conference, there will be opportunities to connect in a Day 1 mix and mingle cocktail hour (Sponsored by Perreira Wealth Advisory), Day 2 breakfast (Sponsored by Portage Cross border Wealth Management) and informal networking dinners.

Topics will include:

  • US Tax Updates, Recent Case Law affecting Citizens Abroad - John Richardson, Citizenship Solutions
  • Oh S%it! Fixing your past mistakes and best practices for risk mitigation - Andrew Spencer, Prolink Insurance; Stuart Gibson, IBFD Tax Publications
  • US Trusts and Revocable Trusts and Canadian Residents - Case Studies - Sharon Conrod, Hanson Crossborder Tax
  • Students and Research Assistants - small dollars, big headaches (529, RESPs, Bursaries, Grants) - Open Group Discussion
  • Cross-border Pension Planning (IRA, Roth IRA, 401(k)) - SPONSORED BY CARDINAL POINT WEALTH - Terry Ritchie and Kris Rossignoli, Cardinal Point Wealth
  • Cross-border Taxation and Financial Advisory - Advisors working together - Panel and Interactive Discussion, Moderator: Bernardine Perreira, Perreira Wealth Advisory
  • Employees Crossing Borders - payroll and tax compliance - Christine Kawula, Trowbridge Professional Corp and David Livitt, Livitt&Associates
  • Cross-border Estate Planning - The Problems and the Opportunities - Max Reed, Polaris Tax Counsel
  • Doing Business in the US, ECI and Treaty Disclosures - Brent Hoshizaki, BHI Tax

Conference Fee includes Day 1 Lunch and Day 2 Breakfast and Lunch.

Up to 8 hours of CPD available for Canadian CPAs


  • 1 hour


    Financial Lounge - 16th Floor

  • 15 minutes

    Opening Remarks

    Financial Lounge - 16th Floor
20 more items available


  • CleverUp 2024 - Regular

    Sale ended
    • $1,400.00
      Tax: +$182.00 HST

      One license access to Digital / Video Replay of the conference sessions (with some editing and may not include all informal discussion). Available after Feb 15th.

      Tax: +$130.00 HST
      Sale ended



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