B.Comm., University of Saskatchewan
Author, Death of a Taxpayer, 11th edition, Wolters Kluwer
Author/Presenter, Taxation of Charities and Not-for-Profits, CIABC, 2008 to date
Author/Presenter, Advanced Tax Issues for the Owner Manager, CPA Canada, 2014 to date
CPA, CA, Institute of Chartered Accountants of British Columbia (ICABC)
Member, Vancouver Estate Planning Council
Member, Canadian Tax Foundation
Member, Society of Trust & Estate Practitioners
Trust and Estate Practitioner, Society of Trust & Estate Practitioners, Canada
Past President, Fraser Valley Estate Planning Council
Planned Giving Committees, Royal Columbian Hospital Foundation and Arts Club Theatre
Presentations to various organizations on charitable and non profit tax matters and estate planning including Canada Tax Foundation, STEP, Canadian Association of Gift Planners, Pacific Business and Law Institute and the Vancouver and Fraser Valley Estate Planning Councils