“US Estate Tax and Canadians,” May 6, 2010, 2010 STEP Pacific Rim Conference, Santa Monica, CA

“Post Mortem Planning in the Context of the New Eligible Dividend Regime,” March 18, 2010, Calgary, Financial Management”s Advanced Planning Forum

“Defining Abuse – General Anti-Avoidance Rule,” February 2010, STEP Journal

“Beyond the Basics – Tax Issues in Drafting Wills,” February 24, 2010, Calgary, Legal Education Society of Alberta

“The UBS Affair,” February 1, 2010, Toronto, 2010 TSG Conference

Instructor – Institute of Chartered Accountants of Saskatchewan, Tax for Controllers, December 8-9, 2009

Instructor – Institute of Chartered Accountants of Alberta, Tax for Controllers, October 15-16, 2009

Moderator – “Tax Planning During Difficult Economic Times,” May 2009, CALU AGM, Ottawa

“Testamentary Tax Issues – General Considerations on Death,” February 1, 2009, Winnipeg, 2009 TSG Conference

“Review of Recent Case Law of Interest to Practitioners,” November 29, 2008, Banff, CA Small Practitioners Forum

“Post-Mortem Tax Planning,” September 16, 2008, Toronto, CICA 7th Annual Conference on Income Taxes

Presenter – “The Great Debate,” June 6, 2008, Toronto, STEP Canada 10th National Conference

Chair – “A Detailed Review of the Foreign Investment Entity Rules,” June 5, 2008, Toronto, STEP Canada 10th National Conference

Moderator – “Issues in Cross-Border Planning,” April 2008, Ottawa, CALU 2008 Sharing the Wisdom Conference

Author – Article for The STEP Journal – “A Breath of Fresh Air,” April 2008

“Planning Issues and Strategies for the Snowbird Client,” June 2007, Calgary, Pacific Business and Law Institute

“The New Eligible Dividend Rules – A Closer Look,” June 2007, Calgary, The Canadian Institute of Financial Planners

“The New Eligible Dividend Rules,” June 2007, Toronto, STEP Canada National Conference

“A Closer Look at the New Eligible Dividend Rules,” April 2007, Calgary and Edmonton, Legal Education Society of Alberta

“A Closer Look at the New Eligible Dividend Rules,” February 2007, Calgary, Advocis

“The New Eligible Dividend Rules & New Distribution Tax for Income Trusts,” November 2006, Calgary, 23rd Annual CA Small Practitioner’s Forum