As an attorney, you are probably not expected to know the difference between owner’s equity and retained earnings - that is the job of an accountant. What you should know - for your benefit, as well as your client’s - are what the balance sheet is and does and certain legalities behind the instrument.
In this program, led by attorney Dr. Bart Basi, broad concepts and finer points will be discussed.
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
Very clear presentation. Simplified abstruse concepts. Slides were well prepared and easy to read.
always a great lecture
One of my favorite professors on Lawline. Smart, clear and interesting.
Crystal clear presenter.
This guy is great with financials. Very entertaining and educational! Thanks for this program.
Professor Basi did an excellent job of presenting the material.
Bart Basi is one of the best lecturer I have had the opportunity to listen to in the CLE course studies
ALWAYS ENJOY A BART BASI PRESENTATION !!
Terrific job turning what can seem esoteric into practical information we can genuinely impart to clients.
Material very understandable
This was one of my favorite classes. It would be useful to everyone, not just attorneys who frequently deal with valuation.
Speaker was awesome.
Presenter is very enthusiastic and engaging. Explains accounting concepts in an understandable manner.
Inspirational teacher. Very valuable.
One of the best CLEs I have seen. I finally understand a balance sheet, and how it ties in to amortization. I am going to take a look at income statements and cash flow statements to see if I can understand them as now, as well.
It's nice to finally have some Illinois attorneys providing CLE. I love the Basi's. As an attorney and accountant engaged in the purchase of a business they are doing an awesome job of refreshing my knowledge in these areas to strengthen my bargaining position. Thanks!!!
After years of practice in the business aspects of law, this was the first course I have taken that summarized and set out the major principles of the subject so well.
Very well done. Strong presentation.
such a good speaker! I have very little occasion to use this material but I really enjoy his courses. I think they make me a better lawyer and also help me think critically for my personal affairs.
Great program for aspiring business lawyers and commercial litigators.
It was really useful to have the slides viewable on the same screen as the video.
Instructor appeared very passionate about topic.
The information, while informative and well presented, is not currently relevant to my practice.
Excellent speaker on great course materials!
Very informative,, all lawyers need an accounting course
Great course for non-accounting folks.
Dr. Basi is one of the very best in this field. Eminently watchable / informative.
Very good course. Presenter made dry topic interesting.