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Bart Basi, PhD

Financial Analyst, Tax Expert

In-Person Fee Range:
Call For Fee
Traveling from:
Florida

Why Book

  • Dr. Basi is a specialist in the areas of business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business.
  • His unparalleled expertise and outstanding speaking skills make him the “go to guy” on business issues, offering insight and instruction that turns what many might deem as “boring programs” into engaging and enlightening presentations.

Biography

​Education

  • Bachelor’s Degree in Accounting, Utica College of Syracuse University

  • Master’s Degree in Business Administration, Syracuse University

  • Juris Doctor in Law, University of Louisville

  • Doctorate in Business Economics and Accounting, Indiana University

  • Post-Graduate study, Stanford University

​Professional Licenses

  •     Certified Public Accountant
    • Indiana (1967-2000; 2008-present)
  •      Attorney at Law
    • Kentucky (1969)
    • Pennsylvania (1972-1982)
    • Illinois (1978-present)
    • New York (2010-present)

The Center and its Attorneys are allowed to practice in California under the Multijurisdictional Practice Program, however, we are not a licensee of the State Bar of California

​Areas of Expertise​

Dr. Basi has expertise in the areas of financial accounting, business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and researches on all of these areas. He has written five loose-leaf bound books, fourteen workbooks, over 300 articles, and has worked with hundreds of businesses and associations. Journals that have published Dr. Basi’s work include “Money Matters,” “The American Journal of Small Business,” “The Journal of Family Law,” “The Journal of Estate Planning,” “The Tax Lawyer,” “Small Business Taxation,” “Taxation for Individuals,” “Taxation for Accountants,” “Taxation for Lawyers,” “The CPA Journal,” and “The Tax Executive”.

Dr. Basi is the author of “The Tax Report,” a bi-monthly report on income and estate tax matters for closely-held businesses, “Accounting and Taxes,” a monthly column distributed to individuals and trade journals, and the “Tax Advisory,” a monthly tax advisory for closely-held and family businesses.

Academic Affiliations​

  • Currently holds the rank of Professor Emeritus at Southern Illinois University, Carbondale, IL.

  • Formerly affiliated with Penn State University, Indiana University, The University of Louisville, and Syracuse University.

  • Teaching Specialties: accounting, corporate taxation, estate planning, and business valuations for closely-held and family-owned businesses.

Business Affiliations and Memberships​

  • Founder of and currently Senior Advisor, The Center for Financial, Legal, and Tax Planning, Inc.

  • Memberships have included the American Bar Association’s Tax Committees on estate and gift taxes, business succession, and business planning and valuation.

  • Past member of the Institute of Business Appraisers.

  • Currently, a faculty member of Lawline.com and Further Ed.

  • Admitted to the Bar of United States Supreme Court​

Awards, Honors, and Recognitions​

  • 2018 IBBA (International Business Broker’s Association) Advocate of Year Award

  • Listed in Harvard Business School Profiles in Business and Management: An International Directory of Scholars and Their Research.

  • Recipient of educational grants for advanced course work in Taxation from the Practicing Law Institute, New York.

  • Listed in The Tax Analyst Directory and the Lexis Computer Tax Library as a tax professional in the U.S., specializing in family and closely held companies.

  • Listed in Who’s Who Comprehensive and National Registries, Who’s Who International Registry, Who’s Who in Leading American Executives, and Who’s Who Among America’s Teachers.

  • Listed as an expert in taxes and business valuations in the Wisconsin and Illinois Register of Expert Witnesses.

  • Member of Phi Kappa Phi, national honorary, Beta Alpha Psi, accounting honorary, and Beta Gamma Sigma, business honorary.

  • Recipient of the 1st Law Line Award for Outstanding Presenter for continuing education to attorney’s in the U.S.

  • Conducts continuing education courses and prepares the examination for individuals registering with the Internal Revenue Service as tax return preparers.

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Programs

Here I Go Again..........a Second new tax law is coming this fall!! – a discussion of Phase 2 of the Tax Cuts and Jobs Act as it affects Your Business and You.

Last year we started off with David Bowie’s song of Changes – and this year it’s an oldie from White Snake – “Here I Go Again”. Believe it or not – we are about to get a 2nd proposed tax bill!! Congress and the White House are reviewing the effects of the Tax Cuts and Jobs Act and wanting to make additional changes to the Corporate Tax Rates and the phase out of the Individual Cuts. This Session will focus on examining the tax provisions that might be changing and the impact they will have on Companies across the United States as well as Individuals. Roman will review the Personal tax changes and the Business and Corporate tax changes including changes to flow through entities, non-flow through entities, capital gains, and much more.

Upon completion of this course, the participants will be able to:

  • Explain and Describe the changes coming in Phase 2 of the new tax law;
  • Discuss the ways tax rate change will affect this country and your business;
  • Describe the alternatives regarding entity planning and succession planning for the future of your company; and
  • Become motivated to plan a tax strategy for yourself and your business.
  • Every Practical Thing: Tax Issues

    Learn to utilize existing credits and accelerate deductions in order to obtain the best tax strategy. Learn about different entities and their specifics. There are over seventy different tax concepts available to businesses and not knowing and understanding them can cost you extra taxes.

    Getting To Know Your Financial Statements like The Back Of Your Tool Belt

    Financial statements are complex. So is your line of work. Upon leaving this workshop you will have the “tools” you need to understand financial statements like the back of your tool belt.

    Show Me the Money

    Not many people can pull $5,000,000 out of their savings account to purchase a business. Further, credit has recently become harder to obtain. Despite the challenges in obtaining financing whether it be to purchase or operate a business, legal methods exist to obtain the necessary cash.

    Business Succession or “Your Business Bucket List”

    Learn to preserve your business for retirement or the next generation before it is too late. Let Dr. Bart Basi walk you through the steps to keep your business or estate from becoming assets of the government and taxing bodies!

    Enabling Your Business to Survive Eternity

    The two greatest threats that threaten your business today are not competition and the economy. The two greatest, imminent threats to businesses are 1) lack of succession planning and 2) the potential for estate taxes. Are your business clients and your business prepared? Don’t let a business or estate become assets of the government and taxing bodies! Dr. Basi will explain the need, requirements and the methods to transition a business from one owner to the next.

    Blood Pressure, Cholesterol, and Business Value: The Three Most Important Numbers to a Business Person

    Valuing a house is simple. Appraisers look at the size and condition of the houses around the subject house. In business, since each is unique, determining a value is a much more complex process. There is no “formula” or “multiple” that can be used to determine the value of a business. Conforming to IRS and state standards for valuation is critical. Dr. Basi will describe the basics of how valuations are done for a private company.

    Business Succession: Preserving Your Business for the Next Generation

    Are you and your business prepared for the two greatest threats to your business today? If you do not have an estate plan that addresses business succession and estate taxes this program is for you! Don’t let your business or estate become assets of the government and taxing bodies!

    Financial Statements: The Numbers and Dollars on Financial Statements - Don’t Let Their Complexity Scare You

    Financial statements contain a lot of numbers and dollars. Failure to properly interpret and understand them can result in bad business decisions. Understanding them is critical for the success of your business. This workshop will teach you what you need to know to make successful business decisions.

    Laying Our The Floor Plan For Your Tax Blueprint

    Learn the tax aspects that really matter to your business and lay out your tax blueprint! Learn to utilize existing credits and accelerate deductions in order to obtain the best tax strategy.

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