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.
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
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
A very thoughtful and comprehensive presentation.
great instructor in all of his courses
BART is clear and engaging. I always get a few nuggets that pay for the entire subscription from him alone.
One of the most useful classes I've taken.
always enjoy Dr. Basi
Terrific lecturer! Thank you.
Dr. Basi was excellent as usual.
Best presentation on Lawline
Very well done.
Information is so broadly applicable that course is helpful for practice management.
Awesome and critical speaker
One of the best on Lawline.
This presenter should do some more, in depth sessions on these topics.
Excellent overview and get information for entry level people to being to understand the process.
Excellent presentation and even better information. Thank you.
Fabulous speaker and great presentation!!
Dr. Bart Basi provides practical applications of legal principles in his presentations.
Excellent program, very well presented
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
Really good, excellent.
As always, Basi is one of the best.
A lot of really good information to absorb in a short amount of time.
This was by far the most useful CLE I've ever done. Excellent teacher.
Dr. Basi's courses are excellent!
Bart Basi is outstanding. I have taken a number of his courses and have found all very informative and helpful.
I liked this presenter. Plan to take all of his classes.
good advice on taxes
Bart's lectures are always great always informative!
Greatly enjoy Dr. Basi.
Great speaker! Kept it interesting.
Dr. Basi is outstanding.
Bart is the best.
very clear and concise
simple and straigh forward
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