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 Dr. Bart A. Basi
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
work in Taxation, Stanford
University
Professional
Licenses
Certified
Public Accountant – Indiana
(1967-2000)
Attorney
at Law – Kentucky
(1969)
Pennsylvania
(1972-1982)
Illinois (1978-present)
Areas of Expertise
Dr. Basi
is a specialist in the areas of business succession, business valuation,
mergers and acquisitions, retirement and estate planning, strategic planning,
and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and
researches on all of these areas. He
has written five loose-leaf bound books, over 300 articles, and has worked
with hundreds of businesses and associations. Journals that have published Dr. Basi’s
work include 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.
Dr. Basi
is the author of “The Tax Report,” a
bi-monthly report on income and estate tax matters for closely-held
businesses, “Accounting and Taxes,” a monthly column distributed to
individuals and trade journals, and the “Advisory,” a monthly tax
advisory for the closely-held and family business.
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.
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