Buying and selling a business is never an easy task. Tax issues regarding depreciation recapture, personal goodwill, estate tax issues, gift tax issues and even ordinary income tax issues arise in every deal. Picking the right entity structure, structuring the deal properly and other legal matters also arise. Dr. Basi adopts a case study approach to address these items and more.
I. Grasp considerations including:
II. Gain familiarity with:
III. Understand the applicability of the Patient Protection and Affordable Care Act
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 likely that this was the most informative CLE program I have seen in 25 years of practice.
At this point i have taken a number of Dr. Basi's courses and have found that he is consistently an excellent lecturer- i even went online to see if his firm was hiring! Thank you so much for these valuable lessons!
Instructor was excellent! Made a potentially boring subject very interesting. Would take other courses with him.
The program was very relevant to the work I do. I enjoyed the substance of the presentation.
Presenter was great. Would love additional lectures on this subject
Bart is the best!
really good program
This guy is really good. I enjoy every one of his presentations and always learn quite a bit.
I would take any tax lecture Bart does
A very thorough and well explained presentation. I will have to attend another of Dr. Basi's courses.
Good info R&D tax credit and on structuring transactions for best tax results.
Always like him as a lecturer
Good style by speaker
Very good program.
I really like the speakers energy and enthusiam
Dr. Basi is terrific ! Every one of his courses are well presented and easy to understand. I always come away with knowledge that will help me in my practice , knowing where to turn if I need to explore the issue in greater detail. He is, hands down, one of my favorite presenters !
Dr. Basi was very informative. Presented tax issues in an understandable fashion.
Asa always, this particular instructor is interesting and informative.
This was an exceptionally well organized and presented lecture.
Dr. Bart gives his usual great presentation!
Great reminder of how tax consequences can make a deal.
Very glad I took this course. Excellent.
Excellent course with a highly knowledgable instructor.
Very good program.
Very good presentation.,
Excellent course . Very informative
A very professional treatment of an extraordinarily complex area of business law. Exceptionally well done.
Excellent program! Would recommend to any lawyer who regularly deals with sales of businesses.
I learn more from Bart than anyone. Another outstanding CLE.
Bart is very informative in a short period of time.
very good presenter
A very knowledgeable and articulate presenter. I enjoyed it.
Very good faculty presenter.
Excellent. More Bart Basi!
Extremely useful content for non-tax attorneys. Well worth the time.
Excellent presentation. Definitely hit the high point without getting lost in details. Example cases were very helpful.
Always love Dr. Bart and his case studies.
Just wow! That is all.
I enjoyed the presentation of the material based on case studies.
great overview...many excellent points...
Excellent...would like a longer program on the same topics!
Excellent presentation. Mr. Basi is a top notch presenter.
Best presenter on Lawline that I have experienced
Very good presenter.
Excellent presentation. The mixture of accounting, taxes, business and law were excellent.
Awesome presenter Always does a great job
Could have made this a longer course with more case studies!
The best yet.
Wish in would have been longer. Information was very helpful.
Excellent presentation. Would love to see more from this speaker.
Bart Basi is an excellent presenter.
Very good and informative.
One of the best and most important seminars i have ever attended.
practical examples of deal structuring issues and resolution.
Great speaker, i would take all his cle's
bart is the most interesting speaker you have
Extremely informative. So much so that I'll probably watch a second time so ALL the information sinks in!
outstanding course and speaker
Could easily have spent more time on this subject with this speaker. He is very knowledgeable and clear in his presentation.
Mr. Basi is the best! Love his lectures.
Very lively. Good real world examples.
As always, this presenter is a veritable fount of useful information.
would have liked more time and more info on this topic - very interesting and the speaker's experience very helpful
Basi is the best!!
Awesome course. Want even more case studies!!
Excellent course and excellent presenter/instructor!
Quite thorough when dealing with issues so
A must for amy person involved in M&A's
This was an excellent program. I am recommending to non-lawyer professionals as well.
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