Understanding accounting is essential for anyone involved in business decisions. As such, attorneys must comprehend business financials to properly and effectively represent their clients. In this fundamental program, business and tax law attorney Bart Basi provides attorneys with the fundamental concepts and applications of accounting necessary to properly advise their clients on major business decisions.
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
The faculty was very knowledgeable about accounting, but the program did not provide applicability specific to the practice of law.
Best of the Lawline courses that I've taken and I can't stand accounting.
Excellent course and instructor
Great overview course.
This course was GREAT!!! I would love to do more business CLEs from Bart. He was engaging, easy to understand, and on point.
He was fantastic and his energy level was off the chart.
really liked this presenter. He knew what he was talking about and he was great at presenting it to non-accountants.
The speaker was excellent.
Excellent explanation of managerial accounting versus financial accounting. great overall course
Really great speaker with great examples
Excellent overview for attorneys in any corporate business role. The presenter was certainly an expert in both accounting and legal concepts. His inclusion of specific examples and anecdotes elevated his presentation.
very engaging speaker
This was like watching Larry David playing Bernie Sanders playing a tax attorney. Even my children were watching this with me. SO knowledgable and enjoyable. Thanks for making a CLE on a usually dry topic so much fun.
Very good course.
excellent examples and frankly a very engaging presentation!
Attorney Basi is an excellent instructor with an extensive knowledge of Accounting as it applies to lawyers providing counsel to their clients.
The speaker who is both and accountant and lawyer bridges very well accounting and lawyering. We need some basic acctg knowledge
I wish that this program was longer because it felt rushed at the end. I learned so much from Mr. Basi and would have loved if he could have gone into more details. This was outstanding!
One of the best I've participated in.
very well done; compressed a lot of material into short time
This was one of the best online CLEs I have encountered. The real world examples were terrific!
I like the facilitator whose presentation is excellent and he is knowledgeable.
That’s who I would hire to sell my business.
Absolutely wonderful presentation! Great scope, excellent teacher. Stated very realistic expectations at outset and met them. Well done!
Dr. Basi delivered an informative lecture with practical accounting principals for attorney use.
Very useful but very quick paced.
This speaker was very engaging. I took a lot away from this course.
Great hour spent
good explanation of business evaluation methods
Very knowledgeable and engaging speaker on a topic that should be relevant to all attorneys.
Very useful presentation, thank you!
The instructor is awesome. This is the second of his courses that I've attended, and i'll be looking for more!
Excellent presentation on valuable material. Thank you!
I really liked the very direct approach.
This is an incredibly helpful program for any lawyer dealing heavily with financial matters. This speaker is excellent on these topics.
Excellent speaker. Very useful information. Would like a longer course on this topic.