Financial and Tax Planning for Retirement

February 17, 2017 Presentation by Barry Gorman

SMUFU RETIREMENT PLANNING-2017

 

Contact Information:

Barry Gorman, Financial Consultant

902-469-0229

barry.gorman@smu.ca or lgorman@ns.sympatico.ca

 

Union Members:

 

The Faculty Union has retained the services of a financial consultant, Barry Gorman, to provide planning advice, in particular retirement planning, to our union members.

Dr. Barry Gorman is a retired SMU faculty member from the Department of Accounting.  Barry will present a seminar on retirement planning followed by a Q&A period on February 17, 2017 from 1:00 to 3:00 pm – Room: Loyola L281.  Please mark down this event on your calendar!

Furthermore, the Union will cover the cost, for all SMUFU members, of a one-time, one-hour private consultation with Barry for the purpose of financial planning of your choosing (estate planning, retirement, etc.).

Consultations exceeding one hour can be arranged with Barry and will be at the member’s expense.  Members will need to contact Barry directly to schedule a meeting.  Barry Gorman, Financial Consultant 902-469-0229  barry.gorman@smu.ca or lgorman@ns.sympatico.ca

The following is a brief biography on Barry Gorman.  As you can see, he has had quite an accomplished career.  The Union Executive is confident that the decision to retain Barry’s services will be of great benefit to SMUFU members.

SMUFU Executive

 

BARRY GORMAN, PHD, CPA, CA, TEP

Dr. Gorman taught accounting and taxation at Saint Mary’s for over 30 years, retiring in 2012 as Professor Emeritus. He was the Acting Associate Dean of Commerce during the 2001-2002 academic year, a past Chair of the Department of Accounting, and the faculty advisor for Saint Mary’s teams in the Inter-Collegiate Business Competition.

Prior to coming to Saint Mary’s, he was engaged in private practice for eleven years, focusing primarily on accounting and taxation issues for small and medium-sized businesses.

Dr. Gorman obtained his B. Comm. from Saint Mary’s (1967), an M.B.A. from Dalhousie (1982), and his PhD from the Centre for Fiscal Studies at the University of Bath (U.K.) in 1991. He received his CA designation from the Institute of Chartered Accountants of Ontario in 1970, and his Trust and Estate Practitioner designation in 2001.

Dr. Gorman is the author of Real Estate Taxation in Canada (Richard DeBoo Publishers, 1986 – 1991) and Canadian Income Taxation: Policy and Practice (Carswell, 1999 and 2001). He has published articles in academic journals; presented numerous accounting and taxation papers across North America, Europe, and China; and has written pre-budget submissions and appeared before the Senate and Commons Finance Committees and the Nova Scotia Law Amendments Committee on behalf of professional organizations. He has also acted in a consulting capacity for several federal and provincial government departments, as well as regional and national professional and industry associations. Since his retirement, Dr. Gorman has prepared the course material for Saint Mary’s three tax courses.

Dr. Gorman completed four year terms as chair of the Board of Trustees of CFERF, the Canadian Financial Executives Research Foundation; and the Board of Directors of Financial Executives International, Canada (FEIC). He was chair of FEIC’s Tax Policy committee, past Secretary of the Atlantic Branch of the Society of Trust and Estate Practitioners, and the long-time coordinator of the Atlantic Tax Conference.

Dr. Gorman is a former Governor of the Canadian Tax Foundation, was a member of the Canada Revenue Agency Appeals Advisory Committee in Ottawa, and acted as Program Director of the federal Progressive Conservative Task Force on Taxation. In 2003 he was a member of the faculty group at the Tax Foundation’s Owner-Manager and Estate Planning courses.

Dr. Gorman received STEP’s Founder’s Award for Outstanding Achievement in 2013; FEI Canada’s Frank S. Capon Distinguished Service Award in 2010; and was the 2010 recipient of the Father William A. Stewart, S.J. Medal for Excellence in Teaching, presented by the Saint Mary’s Alumni Association.

Since retiring from Saint Mary’s he has resumed his private practice and provides financial advice on various topics, including tax, estate, and retirement planning.

 

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