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Video of Dr. Basi Speaking!
Video of Roman Basi Speaking!
Dr. Basi's Speaking Events
Embassy Buying Group, LTD August 19th-21st Cambridge, MD
Wholesale Florist & Florist Supplier Association
August 24th Online
CETA September 27th-28th Charleston, SC
American General Life Companies
September 29th Kiawah Island, SC
STAFDA
November 7th-9th Phoenix, AZ
ISSA November 9th-12th Orlando, FL
Dr. Basi's Travel Schedule
July 16th - New York, NY July 17th - Chicago, IL July 19th &
20th - Seattle, WA July 26th - Southern Indiana July 29th - Macon,
GA August 2nd - 5th - Sarasota, FL August 6th - Boston, MA
August 16th & 17th - New York, NY 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.
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