Publications
“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
“The Eligible Dividend Rules—Not So ‘New’ Anymore,” November 2007, Banff, CA Small Practitioners Conference
“The New Eligible Dividend Rules, CRA Federal and Alberta Budget 2007 Highlights, Trusts – A Basic Review – Use in Succession Planning, STEP Canada – Testamentary Trusts,” June 2007, Calgary, Calgary and Area Certified Management Accountants in Public Practice
“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