Publications

“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

“Alter-Ego and Joint Spousal or Common-Law Partner Trusts in Estate Planning,” October 2001, Red Deer, Society of Trust and Estate Practitioners

“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: