Nancy Yan
CPA, CA, TEP
Partner
Practicing in taxation since 2000, Nancy Yan specializes in Canadian and international tax including estate and succession planning, immigration and emigration planning, cross-border transactions, and international business structuring. Nancy presents to various organizations on issues surrounding tax, estate, succession, and purchase and sale of business, and is a board member of Partners for Planning, a not-for-profit organization offering practical strategies, creative tools, and sustainable solutions designed to help families and caregivers of persons with disability to live meaningful lives.
• CICA In-Depth Tax Course, 2001
• Chartered Professional Accountant, CPA Ontario, 2000
• University of Toronto, MBA, 1998
• University of Toronto, BSc, 1994
• Board Member, Partners for Planning, 2018 – Present
• Member, STEP Toronto Programming Committee, 2019 – Present
• Chartered Professional Accountants of Canada (CPA Canada)
• Chartered Professional Accountant of Ontario (CPA Ontario)
• Canadian Tax Foundation
• Recipient, Ontario Graduate Scholarship and Graduate Research Fellowship, 1990
• Editor. Taxation of Real Estate in Canada. Carswell.
• Presenter. Tax Specialist Group Annual Conference.
Subscribe to the Cadesky Tax Newsletter
Free of charge and delivered straight to your inbox.


