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

In this webinar speaker will teach participants the methods used in valuations, succession planning, estate planning and much more.

Roman Basi
Instructor:
Roman Basi
Date:
Tuesday, August 25, 2020
Time:
10:00 AM PDT | 01:00 PM EDT
Duration:
60 Minutes

More Trainings by this Expert   Product Id : 503246

Price Details
$150 Live
$290 Corporate Live
$190 Recorded
$390 Corporate Recorded
Combo Offers
Live + Recorded
$289 $340 Live + Recorded
Corporate (Live + Recorded)
$599 $680 Corporate
(Live + Recorded)
Price Detail Options
Overview:

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.

Why you should Attend: 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.

Areas Covered in the Session: 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 company or Selling the Company
  • Become motivated to create an Estate Plan

Who Will Benefit:
  • Business Owners
  • Attorneys
  • CPAs
  • Business Brokers
  • Financial Planners


Speaker Profile
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.


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