• Our Team
  • Tax well solved

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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