This program, presented by business and tax law attorney Dr. Bart Basi, provides viewers with a comprehensive overview of maximizing the value of a business through the recasting of financial statements. This program will review the specifics of recasting your client’s balance sheets and the corresponding tax filings that your client must file. By the end of this course, viewers will know how to recast balance sheets and income statements to fully maximize their client’s business value.
Identify errors with tax returns
Determine when to have a client’s financials recasted
Recognize the legal issues associated with recasting and when they might arise
Increase your comfort level with recasting financial statements
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
Wish I could send you my tax return. I would like one of those $600,000 plus checks!
Loved this course. So interesting!