Publications

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

“Alter-Ego Trusts, Joint Spousal Trusts, Spousal Rollovers and Income Splitting,” June 2000, Toronto, STEP National Conference

“Income Splitting and the Use of Trusts for the Year 2000 and Beyond,” April 2000, Kananaskis, North West Life Assurance Company of Canada

Author/Instructor – Institute of Chartered Accountants of Alberta/Saskatchewan

“RIP Estate Planning” – January 2001

“Charitable Gift Planning” – December 2000

“RIP Compliance Matters” – November 2000

“Tax Update – 2000” – November 2000

“Income Tax Update” – October 2000

“Tax Update – 1999” – January 2000