Professionals
Dean Smith
PhD, CFP, TEP, CPA, CA, RWM
Partner
As the President of Cadesky U.S. Tax Ltd., Dean has been providing U.S./Canada cross-border planning and compliance for over 30 years. We assist private clients with their personal, corporate, and estate planning needs taking into account the unique challenges of integrating two independent tax systems.
• Golden Gate University, Graduate Certificate in Estate Planning, 2005
• Certified Financial Planner, FP Canada, 1999
• University of Waterloo, Ph.D. in Financial Accounting, KPMG Doctoral Fellow, 1999
• Certified Public Accountant, Illinois CPA Society, 1998
• Chartered Professional Accountant, CPA Manitoba, 1990
• CICA In-Depth Tax Course, 1989
• Chartered Professional Accountant, CPA Ontario, 1989
• McMaster University, BComm with Honours, 1987
• Chairman (Past President), British Canadian Chamber of Trade and Commerce, 2010 to 2021
• Past Chair, American Chamber of Commerce in Canada Tax Committee
• Chartered Professional Accountants of Canada (CPA Canada)
• Chartered Professional Accountants of Ontario (CPA Ontario)
• Chartered Professional Accountants of Manitoba (CPA Manitoba)
• Society of Trust and Estate Practitioners (STEP)
• Society of Real Wealth Managers (RWM)
• Canadian Tax Foundation
• Worshipful Company of Tax Advisors – Liveryman (2019), London, England
• KPMG Doctoral Fellow
• Presenter at Canadian Tax Foundation, CICA National Tax Conference, CPA Canada National Tax Conference, International Tax Specialist Group, Knowledge Bureau, Inc. Distinguished Advisor Conference (DAC) and other conferences/events
• Faculty member, Knowledge Bureau Inc.
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