CADESKY TAX - Key Persons
April joined Cadesky Tax in 2014. She has assisted a broad range of clients in various corporate and personal tax compliance matters over the years.
Qualifications
Chartered Professional Accountant, CPA Ontario, 2008
York University, Schulich School of Business, BBA
Bali Started practicing in Canadian taxation in 2003, gaining experience with one of the big four accounting firms in Toronto. Bali has a broad range of experience in tax, including private corporations, cross-border transactions, personal tax, trusts and estates, and compliance.
Qualifications
CICA In-Depth Tax Course, 2006
Certified General Accountant, CPA Ontario, 2002
Pune Unversity, BComm with Honours, 1983
Memberships
Chartered Professional Accountants of Canada (CPA Canada)
Chartered Professional Accountants of Ontario (CPA Ontario)
Canadian Tax Foundation
Job Titles:
- Chartered Professional Accountants of Ontario ( CPA Ontario )
- Tax Manager, Cross - Border Tax Services, U.S. Tax
Cassandra has a broad range of experience in advising individuals and businesses on various cross-border tax matters. She has assisted clients with immigration/emigration, expanding their business to the U.S., gift and estate tax, sales and income tax issues, as well as U.S. and Canadian tax compliance for individuals, businesses, partnerships, and trusts.
Qualifications
CICA In-Depth Course, 2020
Chartered Professional Accountant, CPA Ontario, 2016
Queen's University, BComm in Accounting, 2013
Job Titles:
- Partner
- President of Cadesky U.S. Tax Ltd
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.
Qualifications
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
Job Titles:
- Founding Partner
- Principal Speaker. CPA Tax Seminars Series
As a founding partner of Cadesky Tax, Grace brings more than 25 years of experience in Canadian and international tax, foreign investment into Canada, international acquisitions, tax treaties, Canada/U.S. tax, estate planning, transfer pricing, and tax disputes.
For years, Matthew has been guiding domestic and overseas clients through the ever-treacherous waters of the Canadian tax ocean. From individuals and high-net-worth families to foreign corporations, Matthew provides practical, no-fluff solutions to fulfill the needs of his clients. A firm believer in balance, Matthew does not merely provide for a tax solution, he provides a solution that works for his clients.
Qualifications
CICA In-Depth Tax Course, 2008
Chartered Professional Accountant, CPA Ontario, 2006
University of Toronto, BComm, 2003
Michael Cadesky is the managing partner at Cadesky Tax and a committed contributor to the tax and accounting professions since 1980, earning the title of Fellow from CPA Ontario. Trusted as a lecturer and media commentator on tax issues, Michael has advised on tax policy and administration to the Minister of National Revenue, Auditor General, Department of Finance, Canada Revenue Agency, and several foreign governments. He is the author or co-author of numerous papers on Canadian and international taxation as well as several books.
Nancy has a broad range of experience in advising private companies and their shareholders on various Canadian tax matters. She has assisted clients with estate planning, tax-effective distributions, reorganizations, mergers & acquisitions, immigration/emigration, cross-border transactions, and corporate and personal tax compliance.
Qualifications
Chartered Professional Accountant, CPA Ontario, 2018
University of Waterloo, MTax, 2018
York University, BBA in Accounting, 2013
Trust and Estate Practitioner
Job Titles:
- Faculty Member, Knowledge Bureau Inc
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
Job Titles:
- Partner
- Dean Smith
- Tax Specialist
Peter has been a tax specialist for over 30 years. His practice includes corporate tax and estate planning (domestic, cross-border and special needs situations), estate litigation support, corporate reorganizations, M&A, dispute resolution and expert witness testimony. Peter has testified before the Commons and Senate Standing Committees on Finances regarding the 2017 changes to the tax rules for private corporations and other tax matters, has been interviewed on various news channels, and is often quoted in the media.
Qualifications
Certified Executor Advisor, 2021
Fellow Chartered Professional Accountants, 2017
Trust and Estate Practitioner, 2002
CICA In-Depth Tax Course, 1990
Chartered Professional Accountant, CPA Ontario, 1988
York University, BBA, 1986
Russell is an American by birth and a Canadian by choice. He enjoys working with individuals who, like him, have a life on both sides of the border. This includes US citizens resident in Canada, those making a move from one country to the other, and non-resident tax issues in both countries.
Qualifications
Chartered Professional Accountant, CPA Ontario, 2007
Certified Public Accountant, Maryland Board of Public Accountancy, 1996
George Washington University, BA, 1987
Job Titles:
- Tax Manager
- Board Member and Treasurer, Toronto Ukrainian Foundation, 2016 - Present
Sally Song is a highly motivated tax professional with excellent knowledge in U.S. tax for individuals, corporations, and partnerships. Residing in Canada provides us with tremendous experience in international information returns, allowing us to get you compliant with the IRS and avoid any surprising tax penalties. We also provide U.S./Canada cross-border planning to help you live confidently with your tax situation.
Qualifications
Certified Public Accountant, State of Illinois, 2021
Chartered Professional Accountant, CPA Ontario, 2018
Brock University, MAcc, 2015
Brock University, BAcc (Honor Roll), 2014
Shirley started practicing in taxation with one of the big 4 accounting firms in 2006. During her time there, Shirley specialized in the provision of expatriate tax and provided a suite of global tax solutions to internationally mobile personnel. Shirley joined Cadesky Tax in 2013. In her current role, Shirley is focused on U.S. and Canadian cross-border tax, employment tax for foreign nationals, U.S. gift tax, and U.S. estate and trust taxation. Shirley has built up a sound knowledge of US Anti-Deferral Regimes by obtaining her Graduate Certificate in International Taxation.
Qualifications
Golden State University, Masters in Taxation, In Progress
Golden Gate University, Graduate Certificate in International Taxation, 2019
Louisiana State University, BS in Accounting, 2005
Job Titles:
- International Accounting and Finance Professionals Program - IAFP, Ryerson University
- Senior Tax Manager, U.S. Tax