Tax planning as a business owner can be difficult as there are so many moving parts. That's why a good CPA firm can help business owners avoid making costly mistakes and save time. On today's episode, Lori and Jon are joined by Shane Schepens, Principal of Clearline CPA and Tax Department Lead. Shane talks about what you need to know to prepare for the sale of your business and some ways to organize your business structure for tax optimization.

Shane also breaks down everything you need to know about family trusts: the benefits, the disadvantages, and how to set one up!

Enjoy!

Find out more about Shane here:

https://www.facebook.com/ClearlineCPA

https://www.linkedin.com/company/clearlinecpa/

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