B.Comm., University of British Columbia (1983)
International Executive Services
Frequent speaker on Cross-Border Tax Planning topics
Authored and taught several courses for the Institute of Chartered Accounts of British Columbia
Presented papers and lectured for the Canadian Tax Foundation, Pacific Business and Law Institute, Continuing Legal Education Society, Vancouver Estate Planning Council, Institute of Advanced Financial Planners, National Academy of Elder Law Attorneys, Society of Trust and Estate Planners, Canadian Association of Gift Planners, Tax Executives Institute, American Bar Association, and other organizations
Editor-in-Chief of CCH Publication "Canada-US Employment Transfers: A Guide to Personal Tax Planning"
Contributing KPMG Editor of Carswell Publication "Tax Planning for You and Your Family"