Publications

“Post Mortem Planning in the Context of the New Eligible Dividend Regime,” March 18, 2010, Calgary, Financial Management”s Advanced Planning Forum

“Defining Abuse – General Anti-Avoidance Rule,” February 2010, STEP Journal

“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)

“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)