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Network.

Collaborate.

Educate.

Advising on US cross-border and expatriate matters is a complex and specialized area of tax, law and finance. It is made more difficult if you are working alone or in a small team. 

Comprehensive solutions to unique cross-border situations can be more easily found when you have a multi-discipline team of specialized cross-border professionals on your side. 

Build your Network.

Share your Knowledge.

Find Solutions Together.

Get to know The Clever Firm

ABOUT US

Articles

Enjoy a wide variety of cross-border specific curated articles written by members and other authoritative sources.

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Events

Participate in one of our many virtual meetups, webinars and in person events.

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Courses

Introduce your new or junior members to cross-border tax basics with our Basic Cross-border Online courses.

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Leverage Your Knowledge

 We can help.

  • Sun, Nov 17
    Lemontree Premier, HITEC City
    Nov 17, 2024, 4:00 p.m. – 6:00 p.m.
    Lemontree Premier, HITEC City, Plot No. 2, Survey No. 64, HITEC City, Phase 2, Madhapur, Hyderabad, Telangana 500081, India
    Nov 17, 2024, 4:00 p.m. – 6:00 p.m.
    Lemontree Premier, HITEC City, Plot No. 2, Survey No. 64, HITEC City, Phase 2, Madhapur, Hyderabad, Telangana 500081, India
    Join us for an afternoon networking event introducing the idea behind the Clever Professional Networks for Cross-border Expatriate Tax Professionals. Meet other professionals with similar experience and background, learn about career opportunities and growth with the panel discussions.
  • Sat, Nov 23
    Location is TBD
    Nov 23, 2024, 4:00 p.m. – 6:00 p.m.
    Location is TBD
    Nov 23, 2024, 4:00 p.m. – 6:00 p.m.
    Location is TBD
    Join us for an afternoon networking event introducing the idea behind the Clever Professional Networks for Cross-border Expatriate Tax Professionals. Meet other professionals with similar experience and background, learn about career opportunities and growth with the panel discussions.
  • Sun, Nov 24
    Location is TBD
    Nov 24, 2024, 4:00 p.m. – 6:00 p.m.
    Location is TBD
    Nov 24, 2024, 4:00 p.m. – 6:00 p.m.
    Location is TBD
    Join us for an afternoon networking event introducing the idea behind the Clever Professional Networks for Cross-border Expatriate Tax Professionals. Meet other professionals with similar experience and background, learn about career opportunities and growth with the panel discussions.

Upcoming Events

Membership to our community offers many benefits that cater to both personal and professional growth. Joining us means becoming a part of a supportive network of like-minded individuals, where each member contributes to a collective knowledge pool.

Join the Clever Community

MEMBERSHIP

Connect with hundreds of professionals

"In an increasingly complex and nuanced world, it is imperative that professionals have the resources, networks and access to expertise to serve the evolving needs of cross-border clients . The Clever Firm events and support those needs"

Johannes Weinmar, CFP, CIM
Tasker Weinmar Wealth

“Thank you to The Clever Firm for hosting a successful networking event. It was great to meet up with old colleagues and to make new connections with others in the (cross-border) tax, immigration and finance industries

David Ho, CPA, CA

Navigating tax for people with cross-border needs is very individualized and can be tricky. The Clever Firm  will address these complex needs, from training for professionals to networking to build a solid team to best support client needs.

Kalee Boisvert, MBA

Raymond James

Check it out, straight from the "Very Clever" horse’s mouth.

What our members are saying

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