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“De Facto Control – What Does it Mean?” November 2004, Toronto, CICA National Conference on Income Tax

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“Charitable Giving: Recent Tax Developments that Affect Gifting and Estate Planning,” November 2004, Leave a Legacy, Fort Calgary

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“Recent Issues in Owner-Manager Remuneration Planning,” September 2004, Kelowna, Equinox Financial Group Education Day

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Society of Trust and Estate Practitioners, February 26, 2004 – Moderator of Department of Finance Roundtable on Trust Issues

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“Use of Trusts in Tax and Estate Planning,” July 2003, Victoria, Equinox LifePlan Financial Group

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“Owner-Manager Remuneration, Trusts, Tax Planning,” June 2003, Red Deer, Calgary & Area CMAs in Public Practice

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“Top 10 Tax Mistakes in Testamentary Tax Planning”, June 2003, Toronto, STEP National Conference

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Author – Articles for Life Trends – Equinox Financial Group:

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“Incorporating a Professional Practice” – June 2003

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“The Tax Implications of Becoming a Non-Resident of Canada” – June 2002

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“Interest Deductibility” – October 2001

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“The New ‘Kiddie Tax’ Rules and Life Insurance” – March 2000

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“Recent Developments in Owner-Manager Tax Planning – The December 20, 2002 Technical Amendments and Employee Profit Sharing Plan Trusts,” May 2003, Red Deer, Society of Trust and Estate Practitioners

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“Review of Advanced Tax Issues Involving Owner-Managers,” October 2002, Calgary & Area CMAs in Public Practice

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Author – Webinar Course Material – Institute of Chartered Accountants of Alberta:

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“Are There Any Tax Shelters Remaining” – February 2004

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“The Debt Forgiveness Rules” – January 2004

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“Capital Gains vs. Income Tips and Traps” – November 2003

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“Stock Option Benefits and Deferral Rules” – November 2003

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“Common Mistakes in Testamentary Tax Planning” – October 2003

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“Interest Deductibility Tips and Traps” – October 2003

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“Tax Implications of Alter-Ego Trusts” – October 2003

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“Overview of the December 20, 2002 Technical Amendments that Affect Owner-Manager Clients” – September 2003

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“Capital Gains vs. Income” – November 2002

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