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.
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Enjoy a wide variety of cross-border specific curated articles written by members and other authoritative sources.
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Introduce your new or junior members to cross-border tax basics with our Basic Cross-border Online courses.
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"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.
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