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

Expertise in the
following areas

Business Succession
Business Valuation
Mergers &
Acquisitions
Retirement &
Estate Planning
Strategic Planning
Tax Aspects
Income Tax Preparation
Budgeting &
Cash Flow
Accounting Services
Speaking Services
Workbooks & DVDs
Associations

A Full Service Company.

Video of Dr. Basi Speaking!

Dr. Basi's Speaking Events

Surfaces
February 1st & 2nd
Las Vegas, NV

World of Concrete
February 1st
Las Vegas, NV

Foodservice Equipment Distributors Association
March 19th
Indian Wells, CA

Construct
May 11th & 12th
Philadelphia, PA

Embassy Buying Group, LTD
August 19th-21st
Cambridge, MD

Am I provided with timely and relevant information in making my business decisions?
What steps should be taken for year-end income tax planning?
How do the recent tax law changes impact on my current plans for my company?
Is the asset composition of my company structured to derive maximum tax advantages?
What is my business really worth?
Will I, as an owner, be able to enjoy retirement without incurring unnecessary expenses?
Do I really know where my cash comes from and where it goes?
Do I have a business plan and is it current?

If any of these questions leave you uncertain, we're here to help. Our objective is to help with the important decisions necessary to enable you to make the best use of your business resources.

Experience.
Our broad experience working with closely-held and family owned companies and their owners includes the ability to formulate a complete financial plan as well as to provide legal and tax planning services. We can coordinate this multi-faceted process for you in an unbiased fashion. Personnel do not sell investments.

Individualized Plans
Advice is offered because it is right for you, not because a product needs to be sold. All advice of The Center is independent and objective of any product bias.