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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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“RIP Estate Planning Matters – Death of an Individual” – December 1999

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“RIP Compliance Matters – Death of an Individual” – December 1999

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“Not for Profit – Planned Giving” – October 1999

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“Advanced Tax Planning for the General Practitioner” – 1999, 2000, 2001

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“Income Splitting for the Year 2000 and Beyond,” December 1999, Canadian Association of Insurance and Financial Advisors

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“Cases in Tax and Estate Planning,” August 1999, Banff, 1999 Life Insurance and Financial Advisors School, Canadian Association of Insurance and Financial Advisors

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“New Trends in Estate Planning,” July 1999, Vancouver, Investors Group

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“Family Trusts Post 1999 Budget,” June 1999, Canadian Association of Insurance and Financial Advisors

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“Philanthropy – A Canadian Perspective,” April 1999, YMCA

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