“Personal Tax Update / Proposed Legislation Update,” January 2001, Institute of Chartered Accountants of Alberta and The Tax Specialist Group

“New Trust Legislation and Strategies,” December 2000, Institute of Chartered Accountants of Alberta and The Tax Specialist Group

“A Potpourri of Tax Issues Affecting the Insurance Industry,” August 2000, The 2000 Canmore Advanced Trust and Estate Tax Planning Conference, Oakwood Associates

“Civil Penalties Section 163.2 of the Income Tax Act – A New Era,” July 2000, Entrepreneurial CA”s of Calgary

“The Stop-Loss Rules and the 1/3 Solution,” June 2000, Sun Life Financial Brokerage

“Civil Penalties Section 163.2 of the Income Tax Act – A New Era,” July 2000, Entrepreneurial CA”s of Calgary

“The Stop-Loss Rules and the 1/3 Solution,” June 2000, Sun Life Financial Brokerage

“Alter-Ego Trusts, Joint Spousal Trusts, Spousal Rollovers and Income Splitting,” June 2000, Toronto, STEP National Conference

“Income Splitting and the Use of Trusts for the Year 2000 and Beyond,” April 2000, Kananaskis, North West Life Assurance Company of Canada

Author/Instructor – Institute of Chartered Accountants of Alberta/Saskatchewan

“RIP Estate Planning” – January 2001

“Charitable Gift Planning” – December 2000

“RIP Compliance Matters” – November 2000

“Tax Update – 2000” – November 2000

“Income Tax Update” – October 2000

“Tax Update – 1999” – January 2000

“RIP Estate Planning Matters – Death of an Individual” – December 1999

“RIP Compliance Matters – Death of an Individual” – December 1999

“Not for Profit – Planned Giving” – October 1999

“Advanced Tax Planning for the General Practitioner” – 1999, 2000, 2001

“Income Splitting for the Year 2000 and Beyond,” December 1999, Canadian Association of Insurance and Financial Advisors

“Cases in Tax and Estate Planning,” August 1999, Banff, 1999 Life Insurance and Financial Advisors School, Canadian Association of Insurance and Financial Advisors

“New Trends in Estate Planning,” July 1999, Vancouver, Investors Group

“Family Trusts Post 1999 Budget,” June 1999, Canadian Association of Insurance and Financial Advisors