Speaker Profile

Dr. Bart Basi
Senior Advisor, Tax Planning, Inc.

Dr.Bart Basi has expertise in the areas of financial accounting, 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, fourteen workbooks, 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 Advisory," a monthly tax advisory for closely-held and family businesses.