Bart Basi | Estate Planning

The Center for Financial, Legal & Tax Planning, Inc.

Bart Basi | The Center for Financial, Legal & Tax Planning, Inc.

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Firm Summary

​Education

Bachelor’s Degree in Accounting, Utica College of Syracuse University

Master’s Degree in Business Administration, Syracuse University

Juris Doctor in Law, University of Louisville

Doctorate in Business Economics and Accounting, Indiana University

Post-Graduate study, Stanford University

​Professional Licenses

 Certified Public Accountant

Indiana (1967-2000; 2008-present)

Attorney at Law

Kentucky (1969)

Pennsylvania (1972-1982)

Illinois (1978-present)

New York (2010-present)

The Center and its Attorneys are allowed to practice in California under the Multijurisdictional Practice Program, however, we are not a licensee of the State Bar of California

​Areas of Expertise​

Dr. 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.

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Academic Affiliations​

Currently holds the rank of Professor Emeritus at Southern Illinois University, Carbondale, IL.

Formerly affiliated with Penn State University, Indiana University, The University of Louisville, and Syracuse University.

Teaching Specialties: accounting, corporate taxation, estate planning, and business valuations for closely-held and family-owned businesses.

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Business Affiliations and Memberships​

Founder of and currently Senior Advisor, The Center for Financial, Legal, and Tax Planning, Inc.

Memberships have included the American Bar Association’s Tax Committees on estate and gift taxes, business succession, and business planning and valuation.

Past member of the Institute of Business Appraisers.

Currently, a faculty member of Lawline.com and Further Ed.

Admitted to the Bar of the United States Supreme Court

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Awards, Honors, and Recognitions​

2018 IBBA (International Business Broker’s Association) Advocate of Year Award

Listed in Harvard Business School Profiles in Business and Management: An International Directory of Scholars and Their Research.

Recipient of educational grants for advanced course work in Taxation from the Practicing Law Institute, New York.

Listed in The Tax Analyst Directory and the Lexis Computer Tax Library as a tax professional in the U.S., specializing in family and closely held companies.

Listed in Who’s Who Comprehensive and National Registries, Who’s Who International Registry, Who’s Who in Leading American Executives, and Who’s Who Among America’s Teachers.

Listed as an expert in taxes and business valuations in the Wisconsin and Illinois Register of Expert Witnesses.

Member of Phi Kappa Phi, national honorary, Beta Alpha Psi, accounting honorary, and Beta Gamma Sigma, business honorary.

Recipient of the 1st Law Line Award for Outstanding Presenter for continuing education to attorney’s in the U.S.

Conducts continuing education courses and prepares the examination for individuals registering with the Internal Revenue Service as tax return preparers.