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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


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  • 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.

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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.

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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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