• Aggressive Tax Planning; Mandatory disclosure form;
  Mark Potechin (Phillips Friedman Kotler)
  
• Cross Border Transactions; Joy Murad CA (BDO Canada)
  
• Incorporation of Professionals; Morris Jacobson (Spiegel Sohmer)
  
• Transactions-Seize the Opportunity! Robert A. Kleinman FCA
  (JCF Montreal)
  
  
  
• Advisors and the philanthropic question; Richard Vineberg FCA (February 2011)
• How the JCF works with financial advisors; Robert Kleinman FCA
  (February 2011)
• "Mr. Prospect" Robert Kleinman FCA; CAGP Conference (May 2010)
• Estate planning calculator: Robert Kleinman FCA; CAGP Conference
  (May 2010)
• Madame Don Planifié; Robert Kleinman FCA; La Table Ronde
  (mars 2010)
• Planification Succesorale-Calculations;  Robert Kleinman FCA;
   La Table Ronde (mars 2010)
   
• Don't Waste this Crisis! : Teresa Easler (March 2009)
• Enhancing Cash Flow Charitably (November 2008)
• The Federal Budget & Marketable Securities (February 2008)
• The BCE Buyout- A philanthropic opportunity (July 2007)
• The 2006 Budget and Capital Gains (May 2006)
• Update on Charity Tax Shelters (May 2005)
• Gifting Private Company Preferred Shares: Robert A. Kleinman FCA
    (January 2005)
• Gifts of Preferred Shares:Valuation; Richard M. Wise FCA 
    (January 2005)
• Private vs Public Foundations: JCF PAC members (December 2004)
• New Penalties for Charities: Robert Kleinman FCA (December 2004)
• Nouvelles penalités: Robert Kleinman FCA (December 2004)
• Update on Tax Deadlines for Charities (October 2004)
• Update on Federal Budget and charities (March 2004)
• Update on Tax Shelters (January 2004)
• Update on Election Changes (January 2004)
   
• The role of the Professional Advisor in Philanthropy (March 2003)
  
• Legacy Planning-Matching Product to People: Robert Kleinman FCA
    (March 2003)

From the 2009 Seminar

• The Power to Connect: Teresa Easler
• The Case
• Legal Perspective: Rhonda Rudick
• Accounting Perspective: Phil Nadler CA
• Valuation; Richard M. Wise FCA
• Financial Planning; Barry Pascal
• Charitable gift planning; Robert Kleinman FCA

From the 2008 Seminar

• From My Perspective; Ned Goodman
• Charitable Giving and Marketable Securities; Robert Kleinman FCA
• Tax Planning at the Frontier; Robert Raich

• Family Succession: Jack Bernstein
  
• The Current State of GAAR; Jerry Wise CA
• Post Mortem Estate Planning; Robert Raich
• New Rules for Gifting Marketable Securities; Robert A. Kleinman FCA
  
  More articles and presentations