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“Recent Topics in Estate Planning,” October 13, 2011, CICA 2011 National Conference on Income Taxes

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“US Tax Issues and Opportunities,” September 14, 2011, Canada Life Assurance National Account Meeting

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“Trends in Tax Litigation,” “The State of US Estate Tax”, June 2-3, 2011, Toronto, STEP Canada 13th National Conference

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“Top 10 Common Income Tax Mistakes Made by Small Business Practitioners – Pitfalls and Fixes,” May 10, 2011, Kelowna, Wealthy Tortoise Financial Group Inc.

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“Bullet Proof Your Practice from the CRA,” May 2, 2011, Ottawa, CALU – 20th Annual General Meeting

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“A Pot Pourri Update of Recent Canada and US Tax Matters that Affect Your Clients,” April 26, 2011, Calgary, PPI Solutions

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“Owner-Manager Remuneration Strategies and Structures (89(11) Issues, Investment Income, Non-CCPC Planning, PSB Planning, Private Trust Planning),” February 5-8, 2011, Calgary, 2011 TSG Conference

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“The Use of Technology in Today”s Tax Practice,” February 5-8, 2011, Calgary, 2011 TSG Conference

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“Tax Update, Timely Tax Topics & Traps,” November 19, 2010, Banff, 27th Annual CA Small Practitioners” Forum

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Moderator – “National Webcast: Reporting “Aggressive Transactions”: Section 237.3 of the Income Tax Act,” November 15, 2010, Toronto, STEP Canada

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“Charitable Tax Planning for Alberta Wealth Holders in 2010 and Beyond,” September 22, 2010, The Calgary Foundation

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“US Estate Tax Update,” September 16, 2010, Advocis Calgary

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“The New Amendments for Alberta Professional Corporations – Planning Opportunities,” September 15, 2010, Calgary and Area CMA”s in Public Practice

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“Keeping Tax Practitioners Informed,” Current Cases Session – May 31 – June 1, 2010, Saskatoon, Canadian Tax Foundation 2010 Prairie Provinces Tax Conference

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“Taxation Challenges Arising when Charities are Beneficiaries of Estates,” May 14, 2010, Edmonton, 17th Annual National CAGP-ACPDPTM Conference

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

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

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

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