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.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
