• Our Team
  • Tax well solved

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

“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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

“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

Read More