Publications

“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