CleverUp 2024 Cross-border Conference

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