Speaking Engagements
Speaker: Federated Press, "3rd Cross Border Personal Tax Planning Course," May 14, 2014.
Speaker: Ontario Bar Association, "The Tax Consequences of U.S. Citizens Living and Working in Canada," May 5, 2014.
Speaker: Society of Trust and Estates Practitioners (STEP), "Down to Brass Tacks: Nailing FATCA, 8938, and FBAR Reporting for Trusts," Nov. 5, 2013.
Speaker: CFA Society Toronto, "Americans Among Us! U.S. Issue Identification Workshop," Oct. 29, 2013.
Speaker: Ontario Bar Association, "A Practical Guide to Tax Considerations," Oct. 24, 2012.
Publications, News & Media
"FATCA, 10 years on," Investment Executive, April 2, 2020.
"Tax Amnesty for Americans Living Abroad," Investment Executive, June 27, 2012.
"Cross-Border Beneficiary Distributions: A Short History of Nearly Everything Tax," Estates, Trusts and Pensions Journal (Vol. 30), 2011.
"The Long Reach of the US Tax Man," Investment Executive, Oct. 15, 2011.
Guest on "The Current" with Anne Marie Tremonte (CBC Radio): Insurance and US Tax Law, Sept. 8, 2011.
"The Ultimate Pledge of Disallegiance," National Post, Sept. 2, 2011.
"American Among Us," National Post, July 30, 2011.
Webinars
"Estate planning in the COVID era," May 6, 2020.