January 14, 2020 Full Day Live Webinar

This live webinar will be held on January 14, 2020 at 9:00 a.m. to 5:30 p.m. The cost of this webinar $150 (+ tax) and you will earn 7.0 PD hours for registering. 

Please click the above link for more information on the topic descriptions and how to register. 

14 Jan 2020, 9:00 AM

7 CPD hours


Register Now

Course Description

1. TBA (9:00 a.m. to 10:00 a.m.)

2. TBA (10:05 a.m. to 11:05 a.m.)

    Speaker: Brian Gottheil, J.D. of Bernardi Human Resource Law LLP

3. TBA (11:10 a.m. to 12:10 p.m.)

Break (12:15 p.m. to 1:15 p.m.)

4. PPS: Using Pension and Tax Laws to Save Family Businesses Significant Sums of Money (1:15 p.m. to 2:15 p.m.)

   Speaker: Jean-Pierre A. Laporte, M.A., J.D. (of the Bar of Ontario) of INTEGRIS Pension Management Corp. 

5. TBA (2:20 p.m. to 3:20 p.m.)

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

6. No Place to Hide- Tax Prosecutions, the Latest Developments (3:25 p.m. to 4:25 p.m.)

    Speaker:David Chodikoff, M.A., LL.B. of Miller Thomson LLP

7. TBA (4:30 p.m. to 5:30 p.m.)

Within 24 hours of the webinar, we will forward you an e-mail with instructions for accessing the live webinar.

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • January 14, 2020 Full Day Webinar
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About the Instructor(s)

Picture of Joe Albert
Joe Albert

Joe Albert is one of the founding Principals of Albert Gelman Inc. and brings more than 25 years of experience to the firm. His in-depth knowledge and experience has been applied in consumer and commercial insolvency and restructuring engagements across the spectrum of the Canadian economy, including commercial engagements in the manufacturing, automotive, construction, retail, food and beverage, software, information technology, real estate, printing, electroplating, and transportation industries.

Mr. Albert is a Chartered Accountant and holds a graduate diploma in Investigative and Forensic Accounting from the University of Toronto. Mr. Albert is also a graduate of Wilfrid Laurier University with an Honours Bachelor of Business Administration.

He is a member in good standing of the Canadian Association of Insolvency and Restructuring Professionals, INSOL International and the Canadian Institute of Chartered Accountants.

Picture of David Chodikoff
David Chodikoff

David W. Chodikoff is a tax partner and the National Tax Litigation Lead of Miller Thomson LLP, a Canadian national law firm.  David spent nearly 16 years as counsel and as a Crown prosecutor with the Department of Justice (Canada).  David has conducted more than 550 cases before the courts in Canada.  He has over 100 reported decisions.

David has co-edited and contributed to nine tax books including Advocacy and Taxation in Canada (published in 2004), Taxation & Valuation of Technology (published in 2008), The Tax Advisor’s Guide To The Canada-U.S. Tax Treaty (loose leaf – commenced publication in 2008), Taxation, Valuation and Investment Strategies in Volatile Markets (published in 2010), Tax Litigation – a multi-jurisdictional comparison (First Edition, 2013), Transfer Pricing & Tax Avoidance – a multi-jurisdictional comparison (First Edition, 2014), Tax Litigation – a multi-jurisdictional comparison (Second Edition, 2016), Transfer Pricing – a multi-jurisdictional comparison (Second Edition, 2017) and co-author of International Tax Evasion in the Global Information Age (2016).

David is in Martindale-Hubbell and is AV Preeminent® Rated.  He is the recipient of numerous national and international awards including being selected as one of the leading tax controversy advisors in the world by the International Tax Review, Tax Litigation Lawyer of the Year, ACQ Global Awards (United Kingdom) and Tax Litigation Advisor of the Year, Annual International Awards, The Global Business Magazine and The Professional Sector Network (United Kingdom).   

Picture of Brian Gottheil
Brian Gottheil

Lawyer and HR Advisor
Bernardi Human Resource Law LLP

Brian has been practising employment and labour law since 2010 and joined Bernardi Human Resource Law in 2014. His legal practice focuses on giving proactive strategic advice that helps employers to resolve conflict and avoid legal disputes. Brian regularly advises employers on employee terminations and severance packages, avoiding constructive dismissal, employment standards compliance, human rights and accommodation, disability management, and labour relations. He also conducts workplace harassment investigations.

Brian is an accomplished corporate trainer with experience training managers, supervisors and human resource professionals on topics such as harassment awareness, effective performance management, conducting workplace investigations, and meeting the duty to accommodate. He is a frequent instructor for continuing professional development courses offered though the HRPA, as well as for private clients in both the public and private sectors.

Picture of Jean-Pierre Laporte
Jean-Pierre Laporte

Jean-Pierre A. Laporte, B.A., M.A., J.D. (of the Bar of Ontario)

Chief Executive Officer

INTEGRIS Pension Management Corp.

Jean-Pierre is by training a pension lawyer specializing in employee benefits and retirement plans. Until July 2012 he practiced out of the Toronto office of Bennett Jones LLP, a leading Canadian business law firm.  He was then appointed Chief Executive Officer of INTEGRIS Pension Management Corp., a provider of pension plans to incorporated professionals and small business owners.  

Jean-Pierre has written a number of journal articles on pension reform and pension administration, including the seminal concept paper on the Supplemental Canada Pension Plan published in 2004 by Benefits and Pensions Monitor, his idea having been advocated by provincial governments, thought-leaders and industry groups.   Jean-Pierre also drafted a private member’s bill in the Parliament of Canada that focused the federal government on adopting legislation to protect long-term disabled workers operating in federal employment.  His most recent publication in the Canadian Tax Journal is entitled “A Review of Individual Pension Plans”.

He has often appeared as an expert witness before Standing Committees of the House of Commons.  

For his efforts at improving pension security for Canadians, Jean-Pierre was awarded the Queen Elizabeth II Diamond Jubilee Medal by His Excellency the Governor-General of Canada.

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