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

Roman Basi
Roman Basi
Wednesday, August 5, 2020
10:00 AM PDT | 01:00 PM EDT
60 Minutes

More Trainings by this Expert   Product Id : 503244

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

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.

We have a new tax law in place and potential amendments to that law that are impacting the value to companies across the U.S.

Why you should Attend: This Session will focus on how to value a company for its top dollar and how to successfully transfer the company and capture that value while minimizing the tax liability.

Roman Basi will teach participants the methods used in valuations, succession planning, and much more.

Areas Covered in the Session: Upon completion of this course, the participants will be able to:

  • Understand the tax law changes and the proposed amendments
  • Know the 4 methods used to maximize the value to a Company
  • Describe the alternatives for succession planning for the future of their company
  • Become motivated to plan an Exit strategy

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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