During recessions, businesses and their owners take specific actions to survive and weather any storm. In good times, business clients may not be aware of the various advantageous opportunities that can help them maintain and further grow a successful business. In this program, presented by business and tax law attorney Bart Basi, attorneys will learn how to assist their clients in identifying those opportunities and take action to not only ensure compliance and success but also to survive the next downturn.
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
Great energy in speaker
Bart is great! Impressive resume and very knowledgeable. Easy to follow.
Dr. Basi's courses are always informative, and he is a very polished presenter.
meaningful and practical course for client management.
The speaker spent far too much time telling stories from his practice. This CLE was more autobiographical than educational.
Dr. Basi provided a wealth of knowledge and suggestions.
Dr Basi is always a great presenter and provides valuable information.
Basi is an outstanding presenter!
good advice on Accrual vs Cash reporting method.
A very energetic presenter! Very interesting as things have changed in the last few weeks. Highly recommend!
Very well done
always like Bart's lectures
Every presentation by Dr. Basi is time well spent !
Maybe my best cle ever. Thanks a ton
Many of my clients are in this area of business law. The course was very thought provoking. Thank you.
This is one of my favorite presenters.
Great talk on how to add value!
My favorite lecturer.