A business owner should not only deal with day-to-day operations, but should think strategically as well. When engaged in strategic planning, common problems involving cash flow, credit, and vision often arise. This course, presented by business and tax law specialist Dr. Bart Basi, sheds light on the problems that business owners commonly face in business planning and provides helpful tips and strategies on how to overcome them. Topics to be covered include long-term planning, acquisition of another business, and questions of cash flow.
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
Extremely interesting presentation from a lawyer who clearly knows what he is talking about. I enjoyed this course!
Practical. Keeps you intrigued.
Very good speaker and very informative course!
Better than ever!
More like this! Great to have a program that contributes to us as lawyers actually creating value for small business clients, rather than just being a painful cost.
I highly recommend this presenter, Mr. Basi. I am going to find all of his CLE courses and listen to them. I got so many great ideas for my clients!