Selected Speaking Engagements
CONFERENCES AND PRESENTATIONS
“Income Splitting: How Will Proposed Amendments Affect You?” RBC Wealth Management Services National Conference, 20 April 2018
“Income Splitting: How Will Proposed Amendments Affect You?” TD Wealth Advisory Services, 9 April 2018
“Income Splitting: How Will Proposed Amendments Affect You?” Aird & Berlis LLP Webinar, 7 February 2018
“Case Study: Income Tax Issues in Estate Administration,” Cidel Provence Conference 2017, Nice, France, September 13-16, 2017
“Taxation of Private Corporations: How Will Proposed Amendments Affect You?” Aird & Berlis LLP Webinar, 27 July 2017
“Shareholder Agreements – Disability and Tax Implications to Keep in Mind,” North York District Chartered Professional Accountants Association, 7 March 2016
“Shareholder Agreements - Some Selected Tax Issues,” Wolters Kluwer, 20 January 2016
“Shareholder Agreements - Some Selected Tax Issues,” Collins Barrow 2015 National Tax Conference, 1 June 2015
“Dealing with the 21 Year Deemed Disposition,” Cidel Provence Conference 2014, Nice, France, September 2014
"Post Mortem Planning – Dealing with Double Tax on Death," Ontario Bar Association, Taxation Law/Trusts and Estates Law Program, 29 May 2014
"Shareholder Agreements: Legal and Tax Issues," AJAG, 17 January 2013
"Post Mortem Planning Dealing with Double Tax on Death," Ontario Bar Association, 24 October 2012
“Living with Canada’s Proposed Non-Resident Trust Rules,” STEP Cayman Islands Branch, 31 May 2012
“Post Mortem and Testamentary Trust Planning,” Wealth Advisor Conference, CIBC Private Wealth Management, 19 January 2012
“Shareholders’ Agreements,” CCH Webinar, 19 October 2011
“Tax Planning Update,” Norton McMullen & Co. LLP, 19 May 2011
“Structuring Your Company for Transition,” CIBC Wood Gundy, 20 January 2011
"Shareholders' Agreements: Structuring a Client Corporation's Ownership and Transition," STEP Canada 12th National Conference, 7 June 2010
"Structuring Your Company for Transition," CIBC Wood Gundy, 18 May 2010
"Tax Planning for the Owner-Manager and Professional," Dundee Securities Corporation, 28 April 2010 and 3 May 2010
"Buy-outs on Death," Aird & Berlis LLP Shareholders' Agreement Conference, 18 February 2010
"Structuring Your Company for Transition," CIBC Wood Gundy, 27 January 2010
"Shareholders' Agreements," Shimmerman Penn LLP, 21 January 2010
"Shareholder Agreements," STEP Seminar, 15 December 2009
"Structuring Your Company for Transition," Family Firm Institute Best Practice Seminar, 2 December 2009
"Business Succession Planning: Tax Issues to Consider Now, for Future Exit Strategies," Goodman Private Wealth Management, 18 November 2009
"From Recession to Succession: Discovering Opportunities in Today's Economic Climate," BMO Business Succession Seminar, 16 June 2009
"Passing On Your Business with Confidence," RBC Business Succession Seminar, 13 May 2009
"Post-Mortem Tax Planning - The Double Tax Problem," Tax for Succession Planning, Trusts and Estates Practitioners Program, Ontario Bar Association, 3 March 2009
"Moving Forward From Your Business: Tax Issues to Consider Now, for Future Exit Strategies," A&B Technology Law Seminar: What Every Business Should Know, 25 February 2009
"Planning Points for the New or Existing Client," Norton McMullen & Co. LLP, 27 November 2008
"Domestic and International Planning Points," RBC Dominion Securities, 22 October 2008
"Business Succession Planning - A Case Study," RBC Private Bankers, 9 October 2007
"Case Study: The New Client," Osgoode Hall Law School Graduate Program, LLM Tax Specialist Program, 22 July 2006
"What is Succession Planning?" TD Private Client Services, 19 May 2006
"Case Study: The New Client," RBC Webcast Presentation, 13 & 17 April 2006
"Shareholder Agreements / Life Insurance Funded Buy-Sell on Death," Ontario Tax Conference, 17 & 18 October 2005
"Buy-outs on Death," Aird & Berlis LLP Shareholders' Agreement Conference, 21 February 2005
"Estate Planning Presentation," FundEX, 1 October 2004
"Holding Companies," Barakett & Associates, The Briars, August 2004
"Case Study: The New Client," 2004
"Creative Uses of Trusts," CG&B, 11 September 2001
"Double Tax on Death Employment Benefit and Other Plans," CG&B, July 2001
"Tax Issues in Cross-border Real Estate Investments - US Investment in Canadian Real Estate," Counsel for International Tax Education, 18 October 2000
AIRD & BERLIS LLP TAX BREAKFAST CLUB PRESENTATIONS
“Post Mortem Planning,” November 2011
"Shareholders' Agreements," November 2009
"Part II International Tax Planning for the Owner-Manager," December 2007
"International Tax Planning for the Owner-Manager," October 2007
"Business Succession Planning: A Case Study," November 2006
"Taxation of Foreign Source Income/ Foreign Business Structure Case Study," October 2005
"Tax Implications of Shareholders Agreement," October 2004
"Taxation of Dividends," May 2004
"Corporate Divorce - Spin-Offs and Transfers - Business Divorce in Joint Ventures; Butterfly Transactions and Alternatives; Protecting Corporate Surplus; Real Estate Break-Ups; Section 55: When a Tax Free Dividend Becomes a Capital Gain," September 2003
"Interest Deductibility; GAAR Update; Recent CCRA Administrative Positions and Proposed Non-Resident Trusts Legislation," December 2002
"Non Resident Trust Update," December 2002
"GAAR: Update on Recent CCRA GAAR Activity," December 2002
"FIE Decision Tree," November 2002
"Taxation of Investment Income, Update on Proposed FIE Rules and Review of FAPI," November 2002 (with Jack Bernstein and Kay Leung)
"Case Study: The New Client," September 2002
"Post Mortem Planning," May 2002
"Life Insurance Funded Shareholder Agreements," Fall 2001
"Revised Foreign Investment Entities Proposals," September 2001
"Life Insurance Funded Shareholder Agreements," June 2001