In this course, Dr. Bart A. Basi uses his expertise to provide an in-depth analysis of business deals and the tax ramifications of each acquisition or sale.
Specifically, he describes the different tax consequences in a deal relating to a sole proprietorship, general partnership, limited partnership, limited liability company, and various corporation entities. In addition, he also discusses the many types of deals that exist, and talks about the purpose and process behind each one.
Included in the seminar are sample documents, necessary research and due diligence, and the various aspects of business negotiations. This is an interesting introductory course that will have an appeal to lawyers and accountants in many areas.
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
Dr Basi always provides valuable insight.
I love Bart Basi’s presentations! Listen! You’ll learn
Dr. Basi was a great instructor. Looking forward to taking his other courses on Lawline.
Love this Guy, always great information, just enough to know where to get help.
Great CLE with lots of useful information.
The most I watched Dr. Basi the more I enjoyed and appreciated his wealth of practical experience, his breadth of knowledge and his love of teaching.
I've heard him lecture before; he is one of the better lecturers.
Superb presenter! I'm now going to find other courses he's done!
thorough outline of a complex subject
Wow. Thank you for excellent presentation.
one of the best programs i've heard
One of the best lawline presentations. Presenter oozed authority and credibility.
One of the BEST CLE's I have taken on here. Very practical. Will be taking more of his courses. Thanks!
Dr. Basi gives another fabulous presentation. There is so much invaluable information here which will prompt me to relocated to it!
truly one of the best presenters I have come across!!
Great. Very practical.
Excellent presentation by Dr. Basi
This Instructor is excellent! I am viewing all of his courses!
Bart was the best speaker of the series so far.
Very good presenter.
The word "taxes" makes my eyes glaze over, so it was very helpful to hear an accountant who could explain what I need to know in simple terms. This program helped me understand the basic types of business purchase transactions, and warned me where all the land mines are. The big take away is "call in the accountant early and often."
Very insightful and valuable.
Always Love Dr. Basi's classes!
Way more informative than I expected. Mr. Basi really talked about the reasons why attorney and accountant are needed in a M&A. Save money!
The best. I wish each lecture could be this lively and informative. Thank you Lawline and Dr. Basi.
Very good presenter.
A professor passionate about his field makes a pretty strong and convincing presenter.
Very good speaker and very knowledgeable.
Excellent speaker and excellent teacher. This needs to be a longer course. Thank you.
Really hit hard on tax consequences or structure and need to restructure deals to account for these
Excellent content and presentation
Nicely done, easy format
Bart Basi was confident, knowledable and entertaining.
Extraordinary speaker. Always enjoy his presentations.
I don't recommend often...but this guy is the best. I'm taking all of his courses.
very, effective communication of many useful pointers
this professor is great.
Bart Basi is great!
Very engaging presenter
Dr.Basi is excellent.
The Dick Vitale of Business Transactions! Great presentation!
Very passionate about his subject. A little fast in his delivery, but great practical information and tips from an obviously very seasoned player still on his game.
Mr. Basi gave an excellent presentation. I would happily watch another presentation of his.
One of the best and most entertaining presentations I have ever watched.
Excellent speaker and presentation
Clever guy. Knows his stuff.
By far the best speaker I've encountered so far! Wonderful!