Nancy Yan

CPA, CA, TEP
Partner

Office  +1 416 498 9500 ext. 5019
Direct  +1 416 498 6520
Fax  +1 416 498 9501

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.

Qualifications

• CICA In-Depth Tax Course, 2001
• Chartered Professional Accountant, CPA Ontario, 2000
• University of Toronto, MBA, 1998
• University of Toronto, BSc, 1994

Memberships and Affiliations

• 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

Awards and Recognitions

• Recipient, Ontario Graduate Scholarship and Graduate Research Fellowship, 1990

Publications and Speaking Engagements

• Editor. Taxation of Real Estate in Canada. Carswell.
• Presenter. Tax Specialist Group Annual Conference.

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