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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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“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

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

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

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

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