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Publications

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We are sought-out opinion leaders in our profession. Here is a selection of articles and presentations that show the breadth of knowledge here at Moodys.

Articles and presentations

  • Chair - June 7-8, 2010, Toronto, STEP Canada 12th National Conference 
  • Chair, Current Cases Session - May 31 - June 1, 2010, Saskatoon, Canadian Tax Foundation 2010 Prairie Provinces Tax Conference, "Keeping Tax Practitioners Informed"
  • "Taxation Challenges Arising when Charities are Beneficiaries of Estates", May 14, 2010, Edmonton, 17th Annual National CAGP-ACPDPTM Conference
  • Presenter - "US Estate Tax and Canadians", May 6, 2010, 2010 STEP Pacific Rim Conference, Santa Monica, CA
  • "Post Mortem Planning in the Context of the New Eligible Dividend Regime", March 18, 2010, Calgary, Financial Management's Advanced Planning Forum
  • Author - Article for STEP Journal: "Defining Abuse - General Anti-Avoidance Rule" - February 2010
  • "Beyond the Basics - Tax Issues in Drafting Wills", February 24, 2010, Calgary, Legal Education Society of Alberta
  • "The UBS Affair", February 1, 2010, Toronto, 2010 TSG Conference
  • Instructor - Institute of Chartered Accountants of Saskatchewan, Tax for Controllers, December 8-9, 2009
  • Instructor - Institute of Chartered Accountants of Alberta, Tax for Controllers, October 15-16, 2009
  • Moderator - "Tax Planning During Difficult Economic Times", May 2009, CALU AGM, Ottawa
  • "Post-Mortem and Shareholder Agreement Considerations in Light of the Eligible Dividend Regime", May 2009, Calgary, First published by the Canadian Tax Foundation - 2009 Prairie Provinces Tax Conference (Toronto: Canadian Tax Foundation)
  • Author - Article for STEP Journal: "Charitable Tax Shelters" - February 2009
  • "Testamentary Tax Issues - General Considerations on Death", February 1, 2009, Winnipeg, 2009 TSG Conference
  • "The Restrictive Covenant Proposals - Brain Overload", December 2008, Calgary, First published by the Canadian Tax Foundation in Report of Proceedings of the Sixtieth Conference, 2008 Conference Report (Toronto: Canadian Tax Conference, 36:1-36:59)
  • "Review of Recent Case Law of Interest to Practitioners", November 29, 2008, Banff, CA Small Practitioners Forum
  • “Post-Mortem Tax Planning”, September 16, 2008, Toronto, CICA 7th Annual Conference on Income Taxes
  • Presenter - “The Great Debate”, June 6, 2008, Toronto, STEP Canada 10th National Conference
  • Chair - “A Detailed Review of the Foreign Investment Entity Rules”, June 5, 2008, Toronto, STEP Canada 10th National Conference
  • Moderator - “Issues in Cross-Border Planning”, April 2008, Ottawa, CALU 2008 Sharing the Wisdom Conference
  • Author - Article for The STEP Journal - “A Breath of Fresh Air”, April 2008
  • “The Eligible Dividend Rules—Not So ‘New’ Anymore,” November 2007, Banff, CA Small Practitioners Conference
  • “The New Eligible Dividend Rules, CRA Federal and Alberta Budget 2007 Highlights, Trusts – A Basic Review – Use in Succession Planning, STEP Canada – Testamentary Trusts”, June 2007, Calgary, Calgary and Area Certified Management Accountants in Public Practice
  • “Planning Issues and Strategies for the Snowbird Client”, June 2007, Calgary, Pacific Business and Law Institute
  • “The New Eligible Dividend Rules – A Closer Look”, June 2007, Calgary, The Canadian Institute of Financial Planners
  • “The New Eligible Dividend Rules”, June 2007, Toronto, STEP Canada National Conference
  • “A Closer Look at the New Eligible Dividend Rules”, April 2007, Calgary and Edmonton, Legal Education Society of Alberta
  • “A Closer Look at the New Eligible Dividend Rules”, February 2007, Calgary, Advocis
  • “The New Eligible Dividend Rules & New Distribution Tax for Income Trusts”, November 2006, Calgary, 23rd Annual CA Small Practitioner’s Forum
  • Post-Mortem Planning Course - “Testamentary Tax Issues”, June 2006, Toronto, Society of Trust and Estate Practitioners 2006 National Conference
  • “Basic Income Tax Considerations When Establishing a US Corporate Presence”, May 2006, Calgary, Calgary Chamber of Commerce, Business Expansion into the US Breakfast Seminar
  • “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
  • “Alberta Trusts - An Overview”, May 2006, Winnipeg, STEP - Winnipeg Chapter
  • “Income Tax and Federal Budget 2006 Update”, May 2006, Canmore, Advocis Calgary 2006 Sales Congress
  • “Planning for the Global Citizen", May 2006, Ottawa, Conference for Advanced Life Underwriting ("CALU") 2006 Conference
  • “Income Trusts: Not Just for Big Business Anymore”, February 2006, Planning for Profits Income Trust
  • “CCPC Bonus Down and Out?”, December 2005, Canadian Tax Highlights
  • “Employees Profit-sharing Plans”, December 2005, Article for Conference for Advanced Life Underwriting ("CALU") Report
  • “Issues that Arise in the Context of the Sale of a Business”, December 2005, Calgary - Calgary Young Practitioners Group, Canadian Tax Foundation
  • "Recent Issues in Owner-Manager Remuneration Planning and an Introduction to the New Restrictive Covenant Provisions", November 2005, Banff, CA Small Practitioners Conference
  • “Trusts. Not Just for Personal Use Anymore?”, March 2005, STEP
  • “Owner-Manager Remuneration", February 2005, Vancouver, TSG Conference
  • “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
  • “De Facto Control - What Does it Mean?”, November 2004, Toronto, CICA National Conference on Income Tax
  • “Charitable Giving: Recent Tax Developments that Affect Gifting and Estate Planning”, November 2004, Leave a Legacy, Fort Calgary
  • “Recent Issues in Owner-Manager Remuneration Planning”, September 2004, Toronto, First published by the Canadian Tax Foundation 56th Annual Conference (Toronto: Canadian Tax Foundation)
  • “Recent Issues in Owner-Manager Remuneration Planning”, September 2004, Kelowna, Equinox Financial Group Education Day
  • Society of Trust and Estate Practitioners, February 26, 2004 - Moderator of Department of Finance Roundtable on Trust Issues
  • “Use of Trusts in Tax and Estate Planning”, July 2003, Victoria, Equinox LifePlan Financial Group
  • “Owner-Manager Remuneration, Trusts, Tax Planning”, June 2003, Red Deer, Calgary & Area CMAs in Public Practice
  • “Top 10 Tax Mistakes in Testamentary Tax Planning”, June 2003, Toronto, STEP National Conference
  • Author - Articles for Life Trends - Equinox Financial Group:
  • “Incorporating a Professional Practice” - June 2003
  • “The Tax Implications of Becoming a Non-Resident of Canada” - June 2002
  • “Interest Deductibility” - October 2001
  • “The New ‘Kiddie Tax’ Rules and Life Insurance” - March 2000
  • “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
  • “Review of Advanced Tax Issues Involving Owner-Managers”, October 2002, Calgary & Area CMAs in Public Practice
  • Author - Webinar Course Material - Institute of Chartered Accountants of Alberta:
  • “Are There Any Tax Shelters Remaining” - February 2004
  • “The Debt Forgiveness Rules” - January 2004
  • “Capital Gains vs. Income Tips and Traps” - November 2003
  • “Stock Option Benefits and Deferral Rules” - November 2003
  • “Common Mistakes in Testamentary Tax Planning” - October 2003
  • “Interest Deductibility Tips and Traps” - October 2003
  • “Tax Implications of Alter-Ego Trusts” - October 2003
  • “Overview of the December 20, 2002 Technical Amendments that Affect Owner-Manager Clients” - September 2003
  • “Capital Gains vs. Income” - November 2002
  • “Alter-Ego Trusts” - October 2002
  • “Stock Option Benefits” - October 2002
  • “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)
  • “Charitable Giving - Technical Review and Planning Update, November 2001, Lethbridge Community Foundation
  • “Alter-Ego and Joint Spousal or Common-Law Partner Trusts in Estate Planning”, October 2001, Red Deer, Society of Trust and Estate Practitioners
  • “Working with Accountants and Lawyers - Some Tips, Traps and Updates!”, October 2001, Western Canada Symposia, The Peel Institute of Applied Finance
  • Author - CA Monthly Statement - ICAA Publication:
  • “Taxation of Stock Options” - May 2000
  • “Taxation of Stock Options Part 2: Charitable Giving”
  • “Introduction to Business Tax”, MBA Tax Lecture, May 2001, University of Calgary
  • “Income Splitting for the Year 2000 and Beyond”, March 2001, Winnipeg, Society of Trust and Estate Practitioners
  • “Personal Tax Update / Proposed Legislation Update”, January 2001, Institute of Chartered Accountants of Alberta and The Tax Specialist Group
  • “New Trust Legislation and Strategies”, December 2000, Institute of Chartered Accountants of Alberta and The Tax Specialist Group
  • “A Potpourri of Tax Issues Affecting the Insurance Industry”, August 2000, The 2000 Canmore Advanced Trust and Estate Tax Planning Conference, Oakwood Associates
  • “Civil Penalties Section 163.2 of the Income Tax Act - A New Era”, July 2000, Entrepreneurial CA's of Calgary
  • “The Stop-Loss Rules and the 1/3 Solution”, June 2000, Sun Life Financial Brokerage
  • “Alter-Ego Trusts, Joint Spousal Trusts, Spousal Rollovers and Income Splitting”, June 2000, Toronto, STEP National Conference
  • “Income Splitting and the Use of Trusts for the Year 2000 and Beyond”, April 2000, Kananaskis, North West Life Assurance Company of Canada
  • Author/Instructor - Institute of Chartered Accountants of Alberta/Saskatchewan
  • “RIP Estate Planning” - January 2001
  • “Charitable Gift Planning” - December 2000
  • “RIP Compliance Matters” - November 2000
  • “Tax Update - 2000” - November 2000
  • “Income Tax Update” - October 2000
  • “Tax Update - 1999” - January 2000
  • “RIP Estate Planning Matters - Death of an Individual” - December 1999
  • “RIP Compliance Matters - Death of an Individual” - December 1999
  • “Not for Profit - Planned Giving” - October 1999
  • “Advanced Tax Planning for the General Practitioner” - 1999, 2000, 2001
  • “Income Splitting for the Year 2000 and Beyond”, December 1999, Canadian Association of Insurance and Financial Advisors
  • “Income Splitting for the Year 2000 and Beyond”, November 1999, Society of Trust and Estate Practitioners
  • “Cases in Tax and Estate Planning”, August 1999, Banff, 1999 Life Insurance and Financial Advisors School, Canadian Association of Insurance and Financial Advisors
  • “New Trends in Estate Planning”, July 1999, Vancouver, Investors Group
  • “Family Trusts Post 1999 Budget”, June 1999, Canadian Association of Insurance and Financial Advisors
  • “Philanthropy - A Canadian Perspective”, April 1999, YMCA
 

 

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