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

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

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

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

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

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Author – Article for STEP Journal: “Charitable Tax Shelters” – February 2009

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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