Strategic Business Planning

(652 Ratings)

Produced on: November 06, 2014

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 61 minutes
Difficulty Beginner

The business owner should not only deal with day-to-day operations, but should think strategically as well.  When engaged in strategic planning problems involving cash flow, credit, and vision often come up.  This course sheds light the common problems and how to overcome them.

 

Learning Objectives:

I.   Grasp what a strategic plan is for a business

II.  Spot any of 10 potential barriers to strategic planning

III. Respond tactically to any problems that may arise

Faculty

Dr. Bart A. Basi

The Center for Financial, Legal & Tax Planning, Inc

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.

Education

  • Bachelor’s Degree in Accounting, Utica College of Syracuse University
  • Master’s Degree in Business Administration, Syracuse University
  • Juris Doctor in Law, University of Louisville
  • Doctorate in Economics and Accounting, Indiana University
  • Post-Graduate study in Taxation, Stanford University

Professional Licenses

  • Certified Public Accountant – Indiana (1967-2000)
  • Attorney at Law:
    • Kentucky (1969)
    • Pennsylvania (1972-1982)
    • Illinois (1978-present)
    • New York (2010-present)

Academic Affiliations

  • Currently holds the rank of Professor Emeritus at Southern Illinois University.
  • Formerly affiliated with Penn State University, Indiana University, The University of Louisville, and Syracuse University specializing in corporate taxation, estate planning, and business valuations.

Business Affiliations and Memberships

  • Senior Advisor, The Center for Financial, Legal and Tax Planning, Inc. The Center values approximately fifty companies per year.
  • Memberships have included the American Bar Association’s Tax Committees on estate and gift taxes, business succession, and business planning and valuation.

Former Awards, Honors and Recognitions

  • Listed in Harvard Business School Profiles in Business and Management:  An International Directory of Scholars and Their Research.
  • Recipient of educational grants for advanced course work in Taxation from the Practicing Law Institute, New York.
  • Listed in The Tax Analyst Directory and the Lexis Computer Tax Library as a tax professional in the U.S., specializing in family and closely held companies.
  • Listed in Who’s Who:  Comprehensive and National Registries; International Registry;  Leading American Executives, and Among America’s Teachers.
  • Listed as an expert in taxes and business valuations in the Wisconsin and Illinois Register of Expert Witnesses.
  • Member of Phi Kappa Phi, national honorary, Beta Alpha Psi, accounting honorary, and Beta Gamma Sigma, business honorary.
  • Member of the Institute of Business Appraisers

Reviews

BM
Brant M.

A very thoughtful and comprehensive presentation.

KA
Ken A.

great instructor in all of his courses

MM
michael m.

Great content

JT
James T.

Good talk.

DC
Daniel C.

BART is clear and engaging. I always get a few nuggets that pay for the entire subscription from him alone.

CJ
Chris J.

One of the most useful classes I've taken.

JK
john k.

always enjoy Dr. Basi

NK
Nahal K.

excellent course!

AZ
Aviva Z.

Terrific lecturer! Thank you.

AR
Arthur R.

Dr. Basi was excellent as usual.

JK
Jack K.

Excellent

LB
Lamuel B.

Best presentation on Lawline

CB
Christopher B.

Very well done.

WW
Warren W.

Information is so broadly applicable that course is helpful for practice management.

AF
Adam F.

Good stuff

EW
Evan W.

Outstanding

FJ
Frederick J.

Awesome and critical speaker

AD
Andrew D.

One of the best on Lawline.

AC
Andrew C.

This presenter should do some more, in depth sessions on these topics.

RM
richard m.

Wonderful!

VS
Vera S.

Great!

CS
Carol A S.

Excellent overview and get information for entry level people to being to understand the process.

DG
D. Larry G.

Excellent presentation and even better information. Thank you.

MD
Margaret D.

Fabulous speaker and great presentation!!

AF
Andrew F.

Dr. Bart Basi provides practical applications of legal principles in his presentations.

DD
Dennis D.

Excellent program, very well presented

GB
George B.

This program was gold; the content is vital for running our own law businesses and helping our clients run theirs. In addition, the presentation style was electric. I wish the program had been longer than an hour because there was obviously much more this

PS
pamela s.

Really good, excellent.

JG
Joseph G.

As always, Basi is one of the best.

SH
Stacie H.

A lot of really good information to absorb in a short amount of time.

HM
Heather M.

This was by far the most useful CLE I've ever done. Excellent teacher.

RS
Robert S.

Dr. Basi's courses are excellent!

MS
Mary-Lisa S.

Bart Basi is outstanding. I have taken a number of his courses and have found all very informative and helpful.

PR
Patricia R.

I liked this presenter. Plan to take all of his classes.

GF
Graeme F.

good advice on taxes

RN
Richard N.

Bart's lectures are always great always informative!

JM
James M.

Greatly enjoy Dr. Basi.

DB
David B.

Great speaker! Kept it interesting.

WK
Wynn K.

VERY GOOD!

DM
David M.

Dr. Basi is outstanding.

DD
David D.

Bart is the best.

SN
Soo N.

very clear and concise

JR
Joseph R.

simple and straigh forward

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