CleverUp 2024 Cross-border Conference
Mon, Feb 05
|Vantage Venues
Tax, Financial and Legal Conference focusing on the issues involved with servicing clients with cross-border interests.
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
Schedule
1 hourRegistration
Financial Lounge - 16th Floor
15 minutesOpening Remarks
Financial Lounge - 16th Floor
Tickets
CleverUp 2024 - Regular
Sale ended$1,400.00
+$182.00 HST
CONFERENCE REPLAY - NEW PRICE!
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.
$1,000.00
+$130.00 HST
Sale ended
