Roman Basi's guest appearances

Roman Basi

Distribution Talk

M&A Unplugged

Michael Zipursky

Doug Sandler

Jon Dwoskin

Tim Allen

Tom Kelly

Todd Hockenberry

Ken Arlen

David Buckley

Doug Adams

Lou Diamond

Jim Oliver

Scott Becker

Jennifer Goldman

Domenic Rinaldi

Patrick Stroth

OwlTail

Do you have a written step by step plan for what to do when you decide to transfer or sell your business? Do you know the best way to structure the transaction legally? How to minimize tax liabilities? To do the best by your family and employees? That’s where The Center for Financial, Legal &amp; Tax Planning comes in. Roman Basi is an attorney, CPA, real estate broker, and title insurance agent at the family firm. The Center handles mergers and acquisitions of privately held companies, as well as succession, strategic, and tax planning for companies across the U.S. “One of the best things that you could do as a business owner,” Roman says, “is educate yourself on the process.” And it’s never too early to start! From valuation, to tax analysis, to real estate, the potential pitfalls to a solid succession plan are plenty. Join Jason and Roman as they explore how to avoid them. “Preparation, knowledge and understanding – it’s going to save you so many headaches when you do come down to that final point, when you're ready to transfer your business.” CONNECT WITH JASON LinkedIn CONNECT WITH ROMAN LinkedIn  ***  For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth and achieve personal goals.    This episode was edited &amp; mixed by The Creative Impostor Studios.   Special thanks to our sponsor for this episode: Profit2, helping distributors charge the right price.

Do you have a written step by step plan for what to do when you decide to transfer or sell your business? Do you know the best way to structure the transaction legally? How to minimize tax liabilities? To do the best by your family and employees? That’s where <a href="https://www.taxplanning.com/" rel="nofollow" target="_blank">The Center for Financial, Legal &amp; Tax Planning</a> comes in. Roman Basi is an attorney, CPA, real estate broker, and title insurance agent at the family firm. The Center handles mergers and acquisitions of privately held companies, as well as succession, strategic, and tax planning for companies across the U.S. “One of the best things that you could do as a business owner,” Roman says, “is educate yourself on the process.” And it’s never too early to start! From valuation, to tax analysis, to real estate, the potential pitfalls to a solid succession plan are plenty. Join Jason and Roman as they explore how to avoid them. “Preparation, knowledge and understanding – it’s going to save you so many headaches when you do come down to that final point, when you're ready to transfer your business.” CONNECT WITH JASON <a href="https://www.linkedin.com/in/jasonbader/" rel="nofollow" target="_blank">LinkedIn</a> CONNECT WITH ROMAN <a href="https://www.linkedin.com/in/roman-basi-b266072/" rel="nofollow" target="_blank">LinkedIn</a> *** For full show notes and services visit: <a href="https://www.distributionteam.com" rel="nofollow" target="_blank">https://www.distributionteam.com</a> Distribution Talk is produced by <a href="https://www.thedistributionteam.com/" rel="nofollow" target="_blank">The Distribution Team,</a> a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth and achieve personal goals.    This episode was edited &amp; mixed by <a href="https://www.thecreativeimposter.com/" rel="nofollow" target="_blank">The Creative Impostor Studios.</a> Special thanks to our sponsor for this episode: <a href="https://www.profit2.com/" rel="nofollow" target="_blank">Profit2,</a> helping distributors charge the right price.

How to Avoid Pitfalls in Your Succession Plan With Roman Basi, The Center for Financial, Legal & Tax Planning

The tax burden on the acquisition or sale of a business is one of the most overlooked aspects of transactions. Many business owners fall trap into unnecessary things that could have been easily solved if they only considered creating a well thought out tax strategy. In this episode, we shine the spotlight on this often missed subject with the President of The Center for Financial, Legal &amp; Tax Planning, Roman Basi. As someone who lives and breathes in the tax code to help business owners maximize their tax situations, Roman guides us into a deeper understanding of tax codes and how he and his team assist their clients throughout the process. He unpacks some of the recent tax changes, including those that fly below the radar for a lot or business owners, and the impact they have on businesses. Read through this eye-opening conversation with Roman that will have you negotiate and choose your business deals better. Love the show? Subscribe, rate, review, and share!   Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com  M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook  M&amp;A Unplugged Instagram 

The tax burden on the acquisition or sale of a business is one of the most overlooked aspects of transactions. Many business owners fall trap into unnecessary things that could have been easily solved if they only considered creating a well thought out tax strategy. In this episode, we shine the spotlight on this often missed subject with the President of <a href="https://www.taxplanning.com/" rel="noopener nofollow" target="_blank">The Center for Financial, Legal &amp; Tax Planning</a>, <a href="https://www.linkedin.com/in/roman-basi-b266072/" rel="noopener nofollow" target="_blank">Roman Basi</a>. As someone who lives and breathes in the tax code to help business owners maximize their tax situations, Roman guides us into a deeper understanding of tax codes and how he and his team assist their clients throughout the process. He unpacks some of the recent tax changes, including those that fly below the radar for a lot or business owners, and the impact they have on businesses. Read through this eye-opening conversation with Roman that will have you negotiate and choose your business deals better. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="http://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank"> Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="http://k2adviser.com" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank"> M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank"> M&amp;A Unplugged Instagram</a></li> </ul>

40. Understanding Business Tax Codes with Roman Basi