Publications
“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