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B.Comm., University of Saskatchewan
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Author, Death of a Taxpayer, 11th edition, Wolters Kluwer
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Author/Presenter, Taxation of Charities and Not-for-Profits, CIABC, 2008 to date
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Author/Presenter, Advanced Tax Issues for the Owner Manager, CPA Canada, 2014 to date
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CPA, CA, Institute of Chartered Accountants of British Columbia (ICABC)
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Member, Vancouver Estate Planning Council
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Member, Canadian Tax Foundation
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Member, Society of Trust & Estate Practitioners
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Trust and Estate Practitioner, Society of Trust & Estate Practitioners, Canada
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Past President, Fraser Valley Estate Planning Council
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Planned Giving Committees, Royal Columbian Hospital Foundation and Arts Club Theatre
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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