Speaker Profile

Roman
Roman Basi
President , The Center for Financial, Legal & Tax Planning,

Roman Basi is the current President of The Center for Financial, Legal & Tax Planning, Inc. Roman is an Attorney, a CPA, Managing Real Estate Broker, Title Insurance Agent and an instrument rated private pilot. Roman is also one of the Tax Course Instructors for the Internal Revenue Service’s Annual Filing Season Program for Tax Return Preparers throughout the United States.

Roman is admitted to practice in Illinois, Florida, Arizona, Missouri, Federal DistrictCourt of Illinois Southern District, the United States Court of Appeals for the 7th Circuit, and Roman is also admitted to practice in the United States Supreme Court being sworn in to the highest court in the summer of 2015 in front of all 9 Supreme Court justices.

Upcoming Webinars Recorded Webinars
  • 25
  • August
  • 2020
  • Tuesday
10:00 AM PDT | 01:00 PM EDT

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

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 Roman Basi | Duration:60 Minutes | Price: $150.00 | View Details
Roman Basi

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

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.

Speaker: Roman Basi | View Anytime | Duration: 60 Minutes | Price: $190.00 | View Details
Roman Basi

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

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.

Speaker: Roman Basi | View Anytime | Duration: 60 Minutes | Price: $390.00 | View Details