“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

“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