The Center for Tax @_TaxPlanning
The Center for Financial, Legal & Tax Planning. Tax Planning and Business Valuation experts. We are a firm built on relationships! taxplanning.com Marion, IL Clearwater Beach FL Joined November 2016-
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Ep. 21- Tax Structuring & Diligence in SMB M&A | Sean Smith & Roman Basi youtu.be/XTDHEGqpEWE?si… via @YouTube
Today, we celebrated Carol Basi's birthday with lunch at La Fiesta, her favorite restaurant. Throughout the meal, we enjoyed sharing stories and laughter. We surprised her with a cake. It was a wonderful way to show our love and appreciation. Happy Birthday, Carol! We love you!
While sole proprietorships offer tax simplicity and direct control over business decisions, they come with significant drawbacks. Learn about the downsides before you take the plunge! Read more here: wix.to/tzX4mfw #SoleProprietorship #BusinessTips
Thinking about starting your own business? A sole proprietorship might just be the perfect fit for you! Discover the benefits of going solo and how simplicity can lead to success. Read more: wix.to/SWQG58o #SoleProprietorship #Entrepreneurship #BusinessTips
Wondering what a sole proprietorship is? It’s the simplest and most common form of business ownership. Learn more about how it works and why it could be the perfect fit for you: wix.to/Sa2rXGx #SoleProprietorship #BusinessOwnership
In the fast-paced world of brokerage, mastering deal structuring is crucial for success! Learn proven strategies to turn tough negotiations into fruitful partnerships. Read more: wix.to/zYRHpv9 #BrokerLife #NegotiationSkills #DealStructuring #brokers
Texas Association of Business Brokers Roman Basi – Legal Aspects of Transactions Date: Friday, September 26 Hilton Richardson Dallas - Richardson, TX Speaker: Roman Basi Time: 9:00 AM – 10:00 AM Topic: Legal Aspects of Transactions #BusinessBroker #TABB2025 #BrokerEducation
We are pleased to announce that Jackson McPhail has joined our team as a law clerk. Currently, Jackson is pursuing a Juris Doctor degree at Southern Illinois University School of Law, with an expected graduation date in 2026. #lawclerk #SIU #SIUlawschool #SIUSaluki #LegalCareer
Join us in welcoming Riley Harris to our team as our newest law clerk! Riley is a J.D. candidate from the Class of 2026 at Southern Illinois University School of Law and is eager to make a remarkable impact. #lawclerk #SIU #SIUlawschool #SIUSaluki #LegalCareer
A corporate record book is your company’s official legal file, containing essential documents like Articles of Incorporation, Bylaws, and meeting Minutes. Keeping it updated helps maintain liability protection and compliance with state laws.
Big changes are coming… and we can’t wait to show you what we’ve been working on. Stay tuned, the next chapter starts soon.
Courts look at: Commingling funds Poor record-keeping Undercapitalization Ignoring corporate formalities Bottom line: Treat your business as a separate entity to avoid legal issues. #corporatelaw #businesslaw #corporateattorney #legaltips #attorneyatlaw #BusinessProtection
Clean financials build trust. Messy records? Expect discounts or delays. Keep your house in order before you go to market. #mergersandacquisitions #sellyourbusiness #exitplanning #businesssuccess #dealready #businessvaluation #smallbusinesstipsandtrick
An annual report is a mandatory filing that maintains your corporation or LLC's good standing by confirming details like your address and registered agent. Missing the deadline can result in late fees or dissolution. #AnnualReport #CorporateLaw #BusinessOwners #LegalTips
Select the best state for your business formation and register in any state where you operate to ensure compliance and flexibility. #BusinessFormation #CorporateCompliance #LLC #StartupTips #EntrepreneurLife #SmartBusiness #BusinessPlanning #LegalTips
Chicago, IL Saturday, October 25th, 2025 Tickets and more information: malaunchpad.com Use code TAXPLANNING to get $100+ off! $100+ off #MALaunchpad #MAconference #KeynoteSpeaker #BusinessAcquisition #EntrepreneurshipThroughAcquisition #PrivateEquity

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