Publications

“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