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

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

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“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

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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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