With increasing complexity in corporate tax and evolving succession needs, this session offers timely, actionable strategies for 2025 planning. Shane Schepens will guide you through.
Unlock the secrets to optimizing your tax strategy and enhancing your clients' financial future with "Tax Planning for Partners for 2025." This essential course, led by Shane Schepens, Partner at Clearline CPA and Clearline Consulting, offers an in-depth exploration of the latest tax planning considerations and frequently utilized transactions for the upcoming year.
In a landscape shaped by economic uncertainties and evolving legislation, proactive tax planning is more critical than ever. Shane guides you through strategies designed to navigate these complexities, focusing on the "bread and butter" planning techniques with crucial nuances and recent announcements.
This course will equip you with the knowledge to:
Stay ahead of the curve and ensure your clients benefit from the most strategic and compliant tax planning for 2025. This course is a must-attend for any professional dedicated to maximizing their clients’ wealth and securing their financial legacy.
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.
