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.
In this course, presented by business and tax law attorney Dr. Bart Basi, learn how to prevent this demise through proper business succession and estate planning for businesses and their owners.
Dr. Basi discusses the many legal 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.
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
Excellent Presentation. I am going to search for more CLEs on this topic and by Mr. Basi.
Faculty was fantastic and kept my attention throughout. Will have to find more of his classes.
I always enjoy his sessions and learn something new too!
It was a little more entry level than I expected. Good for raising awareness for practitioners who have had no prior involvement in the area. Instructor clearly very knowledgeable and experienced.
OUTSTANDING presenter and presentation. One of the best, period.
Really good speaker and content. My favorite so far.
Bart Basi was excellent and literally wrote the book on this topic. Well worth my time!
Extremely well presented program
This course is so jam-packed with information, it needs to be expanded to a 6-hour day. Very well done given the time constraints.
Bart is simply the best
Bart Basi is THE BOMB!
Fantastic course touching on extremely important concepts for business owners and their hard earned success.
Very good course, very knowledgeable and passionate speaker!
This is a great CLE for someone who needs to learn the basics about this topic.
Would want him as part of any plan
I always enjoy this speaker
Excellent program. Very well organized.
Always enjoy Mr Basi's classes