Publications

“The New Eligible Dividend Rules,” June 2007, Toronto, STEP Canada National Conference

“A Closer Look at the New Eligible Dividend Rules,” April 2007, Calgary and Edmonton, Legal Education Society of Alberta

“A Closer Look at the New Eligible Dividend Rules,” February 2007, Calgary, Advocis

“The New Eligible Dividend Rules & New Distribution Tax for Income Trusts,” November 2006, Calgary, 23rd Annual CA Small Practitioner’s Forum

Post-Mortem Planning Course – “Testamentary Tax Issues,” June 2006, Toronto, Society of Trust and Estate Practitioners 2006 National Conference

“Basic Income Tax Considerations When Establishing a US Corporate Presence,” May 2006, Calgary, Calgary Chamber of Commerce, Business Expansion into the US Breakfast Seminar

“Federal Budget 2006 Update, Recent Issues in Owner-Manager Remuneration Planning and an Introduction to the New Restrictive Covenant Provisions,” May 2006, Winnipeg, Equinox Financial Group

“Alberta Trusts – An Overview,” May 2006, Winnipeg, STEP – Winnipeg Chapter

“Planning for the Global Citizen,” May 2006, Ottawa, Conference for Advanced Life Underwriting (“CALU”) 2006 Conference

“Income Tax and Federal Budget 2006 Update,” May 2006, Canmore, Advocis Calgary 2006 Sales Congress