Master post-election tax planning. Leverage current economic volatility and valuations for smart asset transfers and succession planning.
With a federal election behind us, the tax landscape is in transition—and strategic planning is more important than ever. In this timely session, Shane Schepens will unpack tax-related promises from party platforms, post-election announcements, and proposed legislation, all through the lens of practical application for owner-managed businesses and family enterprises.
We’ll also explore how economic and market conditions are creating opportunities for corporate restructurings, freezes and refreezes—particularly for firms and clients with succession and estate planning on the radar. Join us for a forward-looking discussion that balances policy analysis with real-world planning strategies.
In this session, we will cover considerations related to:
RECORDED May 21, 2025
Clearline Consulting provides practitioners and their staff with the tools, training and advice they need to succeed and build thriving accounting firms. From tax compliance to estate planning, file monitoring to assisting with practice review, staff training to customized consulting solutions, our team exists to serve the needs of small to mid-sized public practice firms across Canada. Our collaborative, integrated approach means your firm has access to and support from knowledgeable practitioners who are in front of the ever-changing standards environment. Our core services include supporting firms with the implementation of the quality management standards, external file monitoring, services for accounting, assurance and taxation maters, provisions of templates and resources, practice management and risk mitigation consultations.
Tax Partner, Clearline Consulting CPA
Shane is a Tax Partner at Clearline Consulting and Clearline CPA. As such, he primarily focuses on income tax planning, reorganizations, and succession planning for Canadian owner-managed businesses in various industries. He received his Bachelor of Commerce degree from the University of Northern BC and obtained his CA designation in 2003. Shane started his accounting career in 2000 by working for a large international accounting firm for approximately ten years in their Prince George, Calgary, and Burnaby offices. Shane worked an additional five years for a mid-sized accounting firm located in Surrey, before opening his own accounting and tax practice in Surrey which operated for four years. Now as Clearline Consulting’s Tax Partner, Shane will be assisting practitioners with their client’s tax compliance, planning and corporate restructuring needs.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
