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Roman Basi, Speaker

Roman Basi

    • President for the Center for Financial, Legal & Tax Planning
    • Licensed attorney in Illinois, Missouri, Florida and Arizona
    • Serves on the International Business Brokers
    • Licensed CPA & Business Succession Expert
Full Bio
In Person-Fee 🛈

$10,000 and Under

Virtual Fee:

$7,500 and Under

Travels From

Illinois

2020 Promo

2020 Promo

Getting to Know: Roman Basi

Getting to Know: Roman Basi

Roman Basi Speaker Biography


Roman Basi, raised in Southern Illinois, began his working career at a young age umpiring little league baseball games. He spent his teenage and college years working for his father’s varied business interests. These experiences helped develop his future interest in helping small business owners fulfill their business and succession plans.

He graduated from Millikin University obtaining a Bachelor of Science Degree with a minor in Psychology. After receiving his degree, he continued his studies earning an MBA from Southern Illinois University with an emphasis on Accounting. He continued to law school receiving his JD (law degree) from Southern Illinois University. He is a licensed attorney in Illinois, Missouri, Florida, and Arizona. Roman is also admitted to the United States District Court for the Southern District of Illinois, the United States Court of Appeals for the 7th Circuit, and admitted practicing in the United States Supreme Court.

Roman is also a licensed Certified Public Accountant (CPA). Roman is also a licensed Managing Real Estate Broker in Illinois with Heartland Realty & Rentals, Inc., a licensed Real Estate Sales Associate in Florida, a licensed Title Insurance Agent with ATG Fund, Inc. and a licensed Private Pilot with an Instrument Rating.

Over the past several years, Roman has worked on many business transactions and has lectured to various regional and national audiences throughout the country, including extensive work in the continuing education field for Attorneys and CPA’s as well as providing the education necessary for the Voluntary Tax Return Preparer Registry with the IRS. From these venues, he has personally met and worked with business owners throughout the United States. He is President of The Center for Financial, Legal & Tax Planning, Inc. (DBA Basi, Basi & Associates) and is in high demand by business owners for his expertise in financial, legal and tax matters.

Roman has been published in the following publications: The Illinois State Bar Association Section on Federal Taxation, Productivity, Agency Sales, Industrial Distribution, Supply House Times, Distributor Link, and the I.D.A. Management Journal.

Roman enjoys working with his father and with their national clientele. He is responsible for many of the legal contracts produced by The Center for Financial, Legal & Tax Planning, Inc. His areas of expertise include mergers and acquisitions, contracts, real estate law, tax and estate planning.

Roman is very active in his local community and is a member of numerous associations, and Boards of Directors and has served on various committees. He currently serves on the International Business Brokers Association Education Committee. He participates in the Illinois Department of Transportation Adopt-A-Highway Program. Roman is also a current member of the Arizona, Florida, Illinois, and Missouri Bar Associations, the American Institute of CPA’s (AICPA) as well as a past member of the National, Illinois, Florida, Sarasota, and Egyptian Boards of Realtors. He has previously served as a member on the Illinois State Bar Association’s Federal Taxation Section Council Committee, Director for the Illinois Association of Realtors, Officer and two-term President for the Egyptian Board of Realtors, Director for the Marion, Illinois Chamber of Commerce, and volunteer for the Women’s Center of Carbondale, Illinois.

Roman and Brandi, his wife of 20 years, have two children: Marissa (18) and Alexis (16). They reside in Marion, Illinois. He enjoys spending time with his wife, attending his daughters’ various activities, playing golf, flying a 1982 Piper Saratoga, and is an avid St. Louis Cardinals’ and Tennessee Titans fan.

It's So Hard to Say Goodbye: Understanding the Value of Your Company, The Options for Succession Planning or Selling the Company, and Estate Planning

The two greatest threats that threaten your business today are not competition and the economy. The two greatest, imminent threats to businesses are 1) lack of succession planning and 2) the potential for estate taxes.

Selling or Transferring a Company can be a once in a lifetime event and understanding the Value of the Company when transferring it can be a difficult challenge. This Session will focus on how to value a company and how to successfully transfer the company and capture that value while minimizing the tax liability and then the Estate Planning that follows. Roman Basi will teach participants the methods used in valuations, succession planning, estate planning and much more.

Upon completion of this course, the participants will be able to:

  • Understand what is needed to Value a Company
  • Know the 4 methods used to Value a Company
  • Describe the alternatives for succession planning for the future of their companyor Selling the Company
  • Become motivated to create an Estate Plan

 

Other Presentation Topics Include:

Business Valuation
Valuing a house is simple. Appraisers look at the size and condition of the houses around the subject house. In business, since each is unique, determining a value is a much more complex process. There is no “formula” or “multiple” that can be used to determine the value of a business. Conforming to IRS and state standards for valuation is critical. Dr. Basi will describe the basics of how valuations are done for a private company.

Tax Aspects of Closely-held and Family-Owned Businesses
Learn the tax aspects that really matter to your business and lay out your tax blueprint! Learn to utilize existing credits and accelerate deductions in order to obtain the best tax strategy. 

Mergers & Acquisitions
Standard financial statements are not designed to convey the true value of a business; they are designed to comply with generally accepted accounting practices and to minimize taxes in privately held companies. When these documents are used to attract investors/acquirers, or support loan applications, they frequently understate the value of a business. This program will dramatically improve your chances of obtaining the financing needed to grow a business, maximize the selling price of your business, or look into acquiring another business.

Corporation Structures
Learn about different entities and their specifics. There are over seventy different tax concepts available to businesses and not knowing and understanding them can cost you extra taxes. 

Retirement and Estate Planning

 

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