Course content

    1. Joe Albert's Presentation

    2. JP Laporte's Presentation

    1. Joe Albert's Recording

    2. JP Laporte's Recording

About this course

  • $49.00
  • 2 CPD hours
  • July 22, 2020

Course Description

1. Advanced Tax Planning Solutions made possible by the use of pension laws for CCPCs

Speaker: Jean-Pierre A. Laporte, MA, JD of INTEGRIS Pension Management Corp.

2. Key Actions for Businesses Affected by COVID-19

Joe Albert of Albert Gelman Inc. will discuss the key action areas that business owners should focus on while navigating through the COVID-19 crisis, in addition to the components to be included in any request for new or interim financing.

This webinar will discuss: (i) the need for an ongoing Impact Analysis; (ii) adjusting Business Plans to address the impacts; (iii) strategies for cash conservation; (iv) short-term cash flow forecasting; and (v) re-assessment of internal controls to address changes to business operations.

Joe will also bring in current examples of the application of these action areas involving the businesses he are currently assisting through the COVID-19 crisis.

Speaker: Joe Albert, CPA, DIFA, Licensed Insolvency Trustee of Albert Gelman Inc.

Instructor(s)

Joe Albert

Joe Albert is one of the founding Principals of Albert Gelman Inc., having over 25 years of experience assisting businesses, lenders and individuals through corporate and consumer insolvency related matters. His in-depth knowledge and experience have been applied in numerous engagements across the spectrum of the Canadian economy.

Mr. Albert is a Chartered Professional Accountant and Licensed Insolvency Trustee and holds a graduate diploma in Investigative and Forensic Accounting from the University of Toronto.

Jean-Pierre Laporte

Drawing on over a decade of experience as a pension lawyer for several prestigious Toronto firms, including Bennett Jones LLP, Fasken Martineau LLP, Osler and Hoskin & Harcourt LLP, Jean-Pierre Laporte has dedicated his career to improving pension legislation. Frustrated that the significant benefits of pensions were not readily available to those outside of large companies, Jean-Pierre created the Personal Pension Plan ™ to level the playing field and open up a new world of financial options and increased retirement savings for incorporated professionals. In 2004, Jean-Pierre Laporte set out to create a better solution for investors that wanted improved asset protection while minimizing taxes. With an impressive academic background at the University of Toronto, Osgoode Hall Law School and the Institut d'Etudes Politiques de Paris, he is often called upon as an expert witness before the House of Commons Standing Committee on Finance, and he has written several seminal articles on pension reform, including an expansion of the Canada Pension Plan. In 2012, for his efforts are improving retirement solutions for Canadians, he was awarded the Queen Elizabeth II Diamond Jubilee Media by the Governor General of Canada.