Post-Mortem Planning Course – “Testamentary Tax Issues,” June 2006, Toronto, Society of Trust and Estate Practitioners 2006 National Conference

“Federal Budget 2006 Update, Recent Issues in Owner-Manager Remuneration Planning and an Introduction to the New Restrictive Covenant Provisions,” May 2006, Winnipeg, Equinox Financial Group

“Planning for the Global Citizen,” May 2006, Ottawa, Conference for Advanced Life Underwriting (“CALU”) 2006 Conference

“Income Tax and Federal Budget 2006 Update,” May 2006, Canmore, Advocis Calgary 2006 Sales Congress

“Recent Issues in Owner-Manager Remuneration Planning and an Introduction to the New Restrictive Covenant Provisions,” November 2005, Banff, CA Small Practitioners Conference

“Trusts. Not Just for Personal Use Anymore?” March 2005, STEP

“Owner-Manager Remuneration,” February 2005, Vancouver, TSG Conference

“Death and Taxes including Alter Ego Trusts and Joint Spousal or Common-Law Partner Trusts and Use of Inter-Vivos Trusts in Estate Planning,” November 2004, Victoria, Vancouver, Calgary and Edmonton, Video Tax News Conference

“De Facto Control – What Does it Mean?” November 2004, Toronto, CICA National Conference on Income Tax

“Charitable Giving: Recent Tax Developments that Affect Gifting and Estate Planning,” November 2004, Leave a Legacy, Fort Calgary

“Recent Issues in Owner-Manager Remuneration Planning,” September 2004, Kelowna, Equinox Financial Group Education Day

Society of Trust and Estate Practitioners, February 26, 2004 – Moderator of Department of Finance Roundtable on Trust Issues

“Use of Trusts in Tax and Estate Planning,” July 2003, Victoria, Equinox LifePlan Financial Group

“Owner-Manager Remuneration, Trusts, Tax Planning,” June 2003, Red Deer, Calgary & Area CMAs in Public Practice

“Top 10 Tax Mistakes in Testamentary Tax Planning”, June 2003, Toronto, STEP National Conference

Author – Articles for Life Trends – Equinox Financial Group:

“Incorporating a Professional Practice” – June 2003

“The Tax Implications of Becoming a Non-Resident of Canada” – June 2002