When times get tough, your client had better have a buy-sell agreement. Buy-sell agreements are the most important document in any multi-owner business. If one is not present due to a death, divorce, incapacity, or a host of other occurrences, it’s already too late for your client. See why and what are needed for a buy-sell agreement.
I. Know the basic forms of buy-sell agreements
II. Understand the differences between cross purchases and stock redemption
III. Grasp the different tax considerations in buy/sell agreements
IV. Identify a corporate cross-purchase
V. Recognize the common valuation issues in a buy/sell agreement
VI. Comprehend important tax considerations
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
He is a wonderful speaker
Instructor is excellent and communicates very effectively.
This program was exactly what i was looking for.
Mr. Basi's presentations are always excellent.
Very strong presenter, "meaty" material. Well done!
Bart is a great lecturer.
Thorough and clear. Thank you.
Great program! One of the best so far.
Dr. Basi did an excellent job of explaining the issues relating to buy and sell agreements.
Learned something new - cant say the same for many of the other courses. This guy is fantastic.
He is an excellent lecturer
Thanks, very useful course!
Excellent Program. Lecturer was very easy to listen to and very knowledgeable.
Speaker packs a lot of information quite concisely. Excellent.
Dr. Basi is fantastic. He explains the subject matter very well and keeps the listener engaged.
Expert and superb presentation.
More detailed materials would have been appreciated.
I very much enjoyed the presenter's enthusiasm for the subject matter. Great personality.
The speaker was easy to understand,gave excellent examples which were uncomplicated and eay to follow. Thoroughly enjoyed this presentation.
Clear, understandable presentation. I would love to see some forms in the course materials.
Another very informative one from Dr. Basi
The instructor is very clear in his presentation. He made his talk very interesting.
Good 101 course,
Great practical guidance.
one of your best courses.
Very well done. Touched on most relevant topics with very useful anecdotes.
good program, worth rewatching.
This was a very good course on Buy-Sells.
One of the best courses you have.
would like to have received a sample agreement
Love this Professor. Very Knowledgable and great delivery!
Dr. Basi did a phenomenal job! He was incredibly engaging!
Basi is fantastic. Another good lecture. I enjoyed the idea of using non-negotiable notes and/or life insurance as payment methods to pay capital gains rates. Small thing, big difference.
Again, very easy to listen to and follow. Enjoyable presentation.
This is excellent and very easy to follow.
Great Speaker. I would highly recommend this course.
Very good presentation. I enjoyed the real life cases used to explain concepts.
Lecturer was excellent and organized
Excellent program. Great speaker and very organized. Valuable information.
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