During recessions, businesses and their owners take specific actions to survive and weather any given storm. In good times, business clients may not know the various advantageous opportunities to help them maintain and grow a successful business. Attorneys can assist their clients in identifying those opportunities and take actions to not only ensure compliance and success but also to survive the next downturn.
I. Grasp common legal and business problems
II. Understand the various issues including:
III. Understand succession planning considerations
IV. Recognize various legal and business strategies
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 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, 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 Tip,” a monthly tax advisory for the closely-held and family business.
Business Affiliations and Memberships
Former Awards, Honors and Recognitions
Superb speaker! So knowledgeable and experienced. Hope to listen to him again.
Very useful for attorneys advising any kind of small or medium business client.
presenter is excellent
Very useful and informative presentation.
He is one of my favorite presenters.
Very engaging. Excellent presentation.
This program was exceptionally good. He has a great teaching style, very organized.
Clear and helpful.
Always a great lecture.
Very good presenter.
EXCELLENT!! Knows his subject & presents it in the best manner. THANKS MR BASI!!
Basi is well informed and has some other excellent courses here. This one focused on business counseling and was lighter on pure legal issues.
This is an excellent course. I really enjoyed the many stories from the presenter's experience practicing business and tax law, as well as the focus on practical yet substantive aspects of advising business clients.
Good advice on valuations of business.
Always enjoy courses by Dr. Bart.
Dr Basi's presentations are always very good.
Great insight and super practical advice!
Great information as to business advice to clients; would recommend
The presenter was excellent in presentation of this information.
excellent CLE course with superior teacher
Excellent, valuable information
Dr. Basi is delightful always.
What an enjoyable and talented presenter and advisor. Fabulous presentation!
I always look forward to Dr. Basi's seminars.
he's awesome as usual
His usual high quality presentation.
Best speaker on your roster.
Excellent: clear and focused.
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