COVID-19 Updates and Resources

Current Cases,” Kim G C Moody, Patrick Lindsay and Lisa Handfield, May 26, 2014

Residence of Individuals,” May 28, 2013, Gregory J. Gartner, Canadian Tax Foundation 2013 Prairie Provinces Tax Conference

“Recent Topics in Estate Planning,” October 13, 2011, CICA 2011 National Conference on Income Taxes

“US Tax Issues and Opportunities,” September 14, 2011, Canada Life Assurance National Account Meeting

“Trends in Tax Litigation,” “The State of US Estate Tax”, June 2-3, 2011, Toronto, STEP Canada 13th National Conference

“Top 10 Common Income Tax Mistakes Made by Small Business Practitioners – Pitfalls and Fixes,” May 10, 2011, Kelowna, Wealthy Tortoise Financial Group Inc.

“Bullet Proof Your Practice from the CRA,” May 2, 2011, Ottawa, CALU – 20th Annual General Meeting

“A Pot Pourri Update of Recent Canada and US Tax Matters that Affect Your Clients,” April 26, 2011, Calgary, PPI Solutions

“Owner-Manager Remuneration Strategies and Structures (89(11) Issues, Investment Income, Non-CCPC Planning, PSB Planning, Private Trust Planning),” February 5-8, 2011, Calgary, 2011 TSG Conference

“The Use of Technology in Today”s Tax Practice,” February 5-8, 2011, Calgary, 2011 TSG Conference

“Tax Update, Timely Tax Topics & Traps,” November 19, 2010, Banff, 27th Annual CA Small Practitioners” Forum

Moderator – “National Webcast: Reporting “Aggressive Transactions”: Section 237.3 of the Income Tax Act,” November 15, 2010, Toronto, STEP Canada

“Charitable Tax Planning for Alberta Wealth Holders in 2010 and Beyond,” September 22, 2010, The Calgary Foundation

“US Estate Tax Update,” September 16, 2010, Advocis Calgary

“The New Amendments for Alberta Professional Corporations – Planning Opportunities,” September 15, 2010, Calgary and Area CMA”s in Public Practice

“Keeping Tax Practitioners Informed,” Current Cases Session – May 31 – June 1, 2010, Saskatoon, Canadian Tax Foundation 2010 Prairie Provinces Tax Conference

“Taxation Challenges Arising when Charities are Beneficiaries of Estates,” May 14, 2010, Edmonton, 17th Annual National CAGP-ACPDPTM Conference

“US Estate Tax and Canadians,” May 6, 2010, 2010 STEP Pacific Rim Conference, Santa Monica, CA