International Tax Nerd in Sunny Arizona

With Charles’ growing Arizona client base, this International Tax Nerd combined two client visits with a conference in sunny Scottsdale. He was able to meet with one of our CPA firm clients as well as a family we’ve worked with for many years.

More than that, he was able to connect with Dave Stonesifer, CEO of Herbein + Company, Inc. to discuss our joint venture – Herbein International – helping Herbein expand into the international tax space.

Apart from client work and joint venture strategy, Charles had the pleasure of attending the Allinial Global Executive Team Conference 2023. Charles met with senior leadership at member firms and of course, was decked out in his International Tax Nerds gear. What better way to kick off the conference than with a round of golf? Building and nurturing client relationships is essential in our line of work and being able to connect with clients in a relaxed, informal setting was invaluable.

The conference hosted firm management leaders, strategists, and industry experts to dive into the theme “Driving Success and Accelerating Possibilities” promising an immersive experience of collaboration, knowledge sharing, and networking aimed at empowering firms to excel in an ever-evolving business landscape. Renowned Hall of Fame speaker and New York Times best-selling author, Jay Baer, delivered a thought-provoking keynote session on the imperative for firms to exceed clients’ expectations in today’s fast-paced environment.

Overall, the trip was a huge success and Charles has brought back many insightful ideas and lessons to share with his team of International Tax Nerds.

About Schwartz International

The International Tax Nerds at Schwartz International team with individuals, companies of all sizes, and other accounting and law firms to provide practical international tax planning, structuring, implementation, and compliance advice.

We live and breathe international tax daily, and since we’ve lived in various countries, we understand the diverse cultural challenges you face. We work in four key areas: International Tax Advisory; International Tax Compliance; Cryptocurrency; and Law via our sister company, The Schwartz Law Firm.

Visit our website to learn more International Tax Nerds or contact us at

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