Publications

“Taxation of Stock Options” – May 2000

“Taxation of Stock Options Part 2: Charitable Giving”

“Introduction to Business Tax,” MBA Tax Lecture, May 2001, University of Calgary

“Income Splitting for the Year 2000 and Beyond,” March 2001, Winnipeg, Society of Trust and Estate Practitioners

“Personal Tax Update / Proposed Legislation Update,” January 2001, Institute of Chartered Accountants of Alberta and The Tax Specialist Group

“New Trust Legislation and Strategies,” December 2000, Institute of Chartered Accountants of Alberta and The Tax Specialist Group

“A Potpourri of Tax Issues Affecting the Insurance Industry,” August 2000, The 2000 Canmore Advanced Trust and Estate Tax Planning Conference, Oakwood Associates

“Civil Penalties Section 163.2 of the Income Tax Act – A New Era,” July 2000, Entrepreneurial CA”s of Calgary

“The Stop-Loss Rules and the 1/3 Solution,” June 2000, Sun Life Financial Brokerage

“Civil Penalties Section 163.2 of the Income Tax Act – A New Era,” July 2000, Entrepreneurial CA”s of Calgary