Casey Sloan is a Cross-Border Tax and Financial Planner at Cardinal Point. He provides cross-border tax planning for high net-worth U.S. citizens or residents and Canadian residents. Casey also provides Canadian and U.S. tax preparation services for high-net worth individuals. Casey has over 15 years of experience working in U.S. and Canadian cross-border tax. Prior to working with Cardinal Point, Casey worked with “Big Four” accounting firms, as well as a boutique law firm, to provide U.S. and Canadian cross-border tax planning and compliance for high net worth individual clients. He also has extensive experience in his previous roles with servicing the U.S. and Canadian tax compliance, payroll, and equalization policy needs of corporate clients with cross-border business travelers or assignees. He holds a Bachelor of Commerce degree with a Concentration in Accounting from the University of Calgary and is a Canadian Chartered Professional Accountant (CPA). Casey earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2020.