Dr. Basi is a licensed attorney, a CPA, and holds a doctor’s degree in Business Economics and Accounting from Indiana University; as well as having completed post graduate study at Stanford University.

Dr. Basi has expertise in the areas of financial accounting, business succession planning, valuations, mergers and acquisitions, estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He researches and publishes in these areas.

He has taught at Southern Illinois University, Penn State University, the University of Louisville, Bellarmine University and Syracuse University.  In addition, he has been a guest lecturer at several major universities in the U.S.

Dr. Basi is the founder of and currently the Senior Advisor to The Center for Financial, Legal, and Tax Planning, Inc.

In his career he has been honored with numerous awards and has been listed in Harvard Business School Profiles in Business and Management, an international directory of scholars and their research.  He currently conducts education courses and prepares an examination for individuals annually registering with the Internal Revenue Service as tax return preparers.  Dr. Basi has, and continues to teach for Lawline, The National Law Foundation, and other legal entities offering attorneys throughout the U.S. continuing education courses.

Dr. Basi has been published in “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”.  He had an article published in “Taxes” and reprinted by the National Judicial College. He has also published many articles in various industry publications.

He is the author, together with his son, Roman Basi, of the monthly “Tax Advisor”, written for closely held businesses in the U.S..  The publication is available to individuals, and is published by associations, companies and trade journals through out the United States.

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 Economics and Accounting, Indiana University
• Post-Graduate study in Taxation, Stanford University

Professional Licenses

• Certified Public Accountant – Indiana (1967-2000)
• Attorney at Law:
• Kentucky (1969)
• Pennsylvania (1972-1982)
• Illinois (1978-present)
• New York (2010-present)

Academic Affiliations

• Currently holds the rank of Professor Emeritus at Southern Illinois University.
• Formerly affiliated with Penn State University, Indiana University, The University of Louisville, and Syracuse University specializing in corporate taxation, estate planning, and business valuations.

Business Affiliations and Memberships

• Senior Advisor, The Center for Financial, Legal and Tax Planning, Inc. The Center values approximately fifty companies per year.
• Memberships have included the American Bar Association’s Tax Committees on estate and gift taxes, business succession, and business planning and valuation.

Former Awards, Honors and Recognitions

• 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; International Registry; Leading American Executives, and 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.
• Member of the Institute of Business Appraisers