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“Stock Option Benefits” – October 2002

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Recent Developments in Owner-Manager Tax Planning,” May 2002, Prairie Provinces Tax Conference, Canadian Tax Foundation, First published by the Canadian Tax Foundation in Report of Proceedings of the Fifty-Sixth Tax Conference, 2004 Tax Conference (Toronto: Canadian Tax Foundation, 2005)

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“Charitable Giving – Technical Review and Planning Update,” November 2001, Lethbridge Community Foundation

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“Working with Accountants and Lawyers – Some Tips, Traps and Updates!” October 2001, Western Canada Symposia, The Peel Institute of Applied Finance

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Author – CA Monthly Statement – ICAA Publication:

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“Taxation of Stock Options” – May 2000

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“Taxation of Stock Options Part 2: Charitable Giving”

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“Introduction to Business Tax,” MBA Tax Lecture, May 2001, University of Calgary

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“Income Splitting for the Year 2000 and Beyond,” March 2001, Winnipeg, Society of Trust and Estate Practitioners

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“Personal Tax Update / Proposed Legislation Update,” January 2001, Institute of Chartered Accountants of Alberta and The Tax Specialist Group

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“New Trust Legislation and Strategies,” December 2000, Institute of Chartered Accountants of Alberta and The Tax Specialist Group

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“A Potpourri of Tax Issues Affecting the Insurance Industry,” August 2000, The 2000 Canmore Advanced Trust and Estate Tax Planning Conference, Oakwood Associates

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“Civil Penalties Section 163.2 of the Income Tax Act – A New Era,” July 2000, Entrepreneurial CA”s of Calgary

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“The Stop-Loss Rules and the 1/3 Solution,” June 2000, Sun Life Financial Brokerage

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“Civil Penalties Section 163.2 of the Income Tax Act – A New Era,” July 2000, Entrepreneurial CA”s of Calgary

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“The Stop-Loss Rules and the 1/3 Solution,” June 2000, Sun Life Financial Brokerage

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“Alter-Ego Trusts, Joint Spousal Trusts, Spousal Rollovers and Income Splitting,” June 2000, Toronto, STEP National Conference

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“Income Splitting and the Use of Trusts for the Year 2000 and Beyond,” April 2000, Kananaskis, North West Life Assurance Company of Canada

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Author/Instructor – Institute of Chartered Accountants of Alberta/Saskatchewan

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“Charitable Gift Planning” – December 2000

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“RIP Compliance Matters” – November 2000

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“Tax Update – 2000” – November 2000

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