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
  • 21
  • July
  • 2020
  • Tuesday
10:00 AM PDT | 01:00 PM EDT

Everything You Need to Know About the Coronavirus Aid, Relief, and Economic Security Act (The CARES Act)

We are living in unprecedented times not only from an economic perspective but from a legislative standpoint.

Roman Basi Roman Basi | Duration:60 Minutes | Price: $150.00 | View Details
  • 5
  • August
  • 2020
  • Wednesday
10:00 AM PDT | 01:00 PM EDT

Go Out with a Bang! How to Maximize the Value of Your Company and the A to Z steps to proper Succession Planning

Selling or Transferring a Company can be a once in a lifetime event and maximizing the Value of the Company when transferring it can be a difficult challenge.

Roman Basi Roman Basi | Duration:60 Minutes | Price: $150.00 | View Details
  • 12
  • August
  • 2020
  • Wednesday
10:00 AM PDT | 01:00 PM EDT

The A to Z steps to Buying, Selling, or Transferring a Business

Understanding the first step of valuing/appraising a company, and then preparing the company to go to market, and the next step of engaging with potential buyers or acquirers and negotiating the terms of the transaction are all just the beginning.

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

Everything You Need to Know About the Coronavirus Aid, Relief, and Economic Security Act (The CARES Act)

We are living in unprecedented times not only from an economic perspective but from a legislative standpoint.

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

Go Out with a Bang! How to Maximize the Value of Your Company and the A to Z steps to proper Succession Planning

Selling or Transferring a Company can be a once in a lifetime event and maximizing the Value of the Company when transferring it can be a difficult challenge.

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

The A to Z steps to Buying, Selling, or Transferring a Business

Understanding the first step of valuing/appraising a company, and then preparing the company to go to market, and the next step of engaging with potential buyers or acquirers and negotiating the terms of the transaction are all just the beginning.

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: $190.00 | View Details
Roman Basi

Everything You Need to Know About the Coronavirus Aid, Relief, and Economic Security Act (The CARES Act)

We are living in unprecedented times not only from an economic perspective but from a legislative standpoint.

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

Go Out with a Bang! How to Maximize the Value of Your Company and the A to Z steps to proper Succession Planning

Selling or Transferring a Company can be a once in a lifetime event and maximizing the Value of the Company when transferring it can be a difficult challenge.

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

The A to Z steps to Buying, Selling, or Transferring a Business

Understanding the first step of valuing/appraising a company, and then preparing the company to go to market, and the next step of engaging with potential buyers or acquirers and negotiating the terms of the transaction are all just the beginning.

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