The biggest threat to your business is not competition, the government, or even taxes. The biggest threat - the event that tends to be most detrimental to the business - is, quite simply, the business owner passing away. Many businesses lacking a succession plan go into the grave with the owner of the business.
Learn how to prevent this through proper business succession and estate planning for businesses and their owners.
In this course, Dr. Bart Basi discusses the issues related to business succession and planning for future generations. He examines a variety of estate planning devices, including selecting professionals, choosing a successor, valuing a company, buy/sell agreements, trusts, planning with life insurance, and estate and tax laws.
I. Understand the goals of a management succession
II. Grasp how to select a successor and other professionals
III. Establish the value of a company and buy/sell agreements
IV. Understand how a trust is established and functions
V. Discover how to plan ahead with life insurance
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
A good outline of a complex territory - a reminder of need to rely on experts on key issues
Very upbeat presentation of what could have been a dull topic
Really great seminar.
Dr. Bart is quite informative and thorough.
Mr. Basi knows his stuff.
Bart’s courses are always magnificent
Excellent instructor. Valuable topics.
Love Bart! Always informative
Dr. Basi is a fantastic presenter and a fountain of great information!!! More programs from him please!!!
I enjoy This speaker & would listen to his other programs. He is enthusiastic & has obviously been successful. He was a bit over the top on his success in this program.
One of the best instructors you guys have.
one of the best teachers to listen to. Thorough and well versed.
Excellent overview course! Nice mix of basic concepts with some depth.
Dr. Basi did an excellent job as usual.
Friendly and useful course. Funny teacher.
Very good course.
Very good presenter.
Professor extremely knowledgeable and presentation kept my attention.
excellent presenter and program
VERY GOOD INFORMATION and informative lecture. Very comprehensive and wall to wall information, strategies and pitfalls. Very good insights and advice.
Very knowledgeable presenter. Learned a lot.
Bart Basi is one of your best lecturers.
Bart is terrific. Personable, engaging, gives real-world examples to explain how the concepts play out, and doesn't get lost in the thicket of legalese.
Excellent, Knowledgeable speaker.
Best CLE presentation I ever had!!
Bart was excellent - very enthused and passionate about what he does.
Very good speaker.
Another excellent presentation by Bart. I really enjoy his content!!
Best hour of learning in a very long time.
An excellent job of exploring the range of considerations.
Excellent content and presentation
wish we had more time to listen to this gentleman speak.
Very professional and knowledgeable speaker
VERY GOOD CLASS!
I always enjoy Bart Basi's programs!
Dr. Basi was an effective presenter and very interesting. I enjoyed the way he included real life examples in the presentation. I would definitely like to take another one of his training classes again.
Very good presenter, always well articulated
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