Wolters Kluwer – Tax Topics
- “Deans Knight Intersects Bill C-208: The Meaning of Control and Implications for Intergenerational Transfers”, co-authored with Kelsey Horning (August 2021)
- “When Parliamentarians Tinker – Bill C-208”, co-authored with Kelsey Horning (July 2021)
- “Supporting a Disabled Child Through Rollovers of Registered Plans”, co-authored with Kelsey Horning (May 2021)
- “Where can you go when the CRA Says No?”, co-authored with Kelsey Horning (March 2021)
- “Shift in CRA Position on Circularity Between Subsection 164(6) and Subsections 40(3.6) to (3.61)”, co-authored with Kelsey Horning (January 2021)
- “Mandel v. 1909975 Ontario Inc.: Tax Planning for 21st Anniversary of a Trust Goes Awry”, co-authored with Kelsey Horning (November 2020)
- “Non-Resident Beneficiaries, Pipelines, and Section 212.1”, co-authored with Kelsey Horning (September 2020)
STEP Inside Magazine
- “Alter Ego Trusts and Joint Spousal Trusts: Beware of the Traps”, co-authored with Kelsey Horning (October/November 2020)
- “CRA Review on Joint Spousal Trusts and Life Insurance”, co-authored with Kelsey Horning (November 2020)
- “Leveraged Insurance Annuities and the CRA”, co-authored with Kelsey Horning (January 2021)
Canadian Tax Foundation
- “Current Tax Cases Part II” 2010 Ontario Tax Conference (2010) 2B: 1-14
- “GAAR and More”, 2002 Ontario Tax Conference (2002), 1: 1-42
- “Third Party Penalties”, 2000 Ontario Tax Conference (2000), 3: 1-59
- “Civil Penalties for Third Parties”, 1999 Ontario Tax Conference (1999), 1: -79
- “Income Splitting”, 1997 Ontario Tax Conference (1997), 2: 1-65
- “Chants and Ritual Incantations – Rethinking the Reasonable Expectation of Profit Test”, Report of the Proceedings of the 48th Tax Conference, 1996 Tax Conference (1997), 28: 1-48
- “Update of Shareholder and Employee Benefits” and “Corporate Law Matters of Interest to the Practitioners”, 1993 Ontario Tax Conference (1993), 2A: 1-33 and 2B: 1-31
- “Creditor Proofing and Family Law Issues”, 1991 Ontario Tax Conference (1991), 11: 1-68
CCH Canadian Limited
- “Estate Planning in the 21st Century” a series of articles co-authored with Michael Atlas and David Louis. Published in Tax Topics from 2002 to 2004
- “Wake Up Call: the CCRA’s Views on the Civil Penalties – Part 1”, Tax Topics 1491 co-authored with David Louis
- “Civil Penalties for Tax Advisors – The Nightmare Continues” Tax Topics No. 1457 (Toronto: CCH Canadian, February 10, 2000), 1-3 co-authored with David Louis
- “Beyond the Accountant’s Fine Part II: The Tax Law from Hell” Tax Topics no 1438 (Toronto: CCH Canadian Limited) co-authored with David Louis
- “Beyond the Accountant’s Fine” Tax Topics no, 1437 (Toronto CCH Canadian, September 23, 1999), 1-5 co-authored with David Louis
Canadian Bar Association
- “Current Income Tax Issues for Real Estate Lawyers”, 1998 Institute of Continuing Legal Education
Carswell Thomson Professional Publishing
- Editor of LEGALeeze newsletter, published ten times per year, dealing with current legal issues of interest to accountants (1996-1997)
Hume Publishing Limited
- Special Contributor, “Compensation Strategies for the Canadian Executive”, (Toronto: Hume Publishing Limited, 1981)
Canadian Bar Association
- Presentation on Rectification in September 2011
Canada Revenue Agency
- Toronto West CRA and the Tax Practitioners Group presentations to tax practitioners over many years including presentations relating to current cases between February 12, 2003 and May 28, 2008
Canadian Institute of Chartered Accountants
- “Tax Smarts” course; presented Tax Smarts course (co-authored with Alan Vale) across Canada in 1986 and 1987
- Lectured at various professional development CICA courses
- Presentation on Rectification at CICA National Conference on Income Taxes