Advanced Tax Planning Solutions; and Key Actions for Businesses Affected by COVID-19
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.
22 Jul 2020, 6:00 PM
2 CPD hours
About the Instructor(s)
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 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.