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Staff > Roman Basi

President
rbasi@taxplanning.com

Education
  • Bachelor's of Science Degree with a minor in Psychology, Milliken Univ.
  • Master's of Business Administration with an emphasis in Accounting, Southern Illinois Univ.
  • Juris Doctor in Law, Southern Illinois Univ.

Professional Liceses

  • Real Estate Broker - Illinois
  • Title Insurance Agent with ATG (Attorney Title Guaranty)
  • Private Pilot
  • Attorney at Law
    • Illinois (2003)
    • Missouri (2009)
    • Florida (2004)
    • Arizona (Pending)
    • Indiana (Pending)

Business Affiliations and Memberships

  • Member of the Illinois State Bar, the Missouri Bar and the Florida Bar Associations
  • Member of the National Association of Realtors
  • Member of the Illinois Association of Realtors
  • Member of teh Egyptian Board of Realtors
  • Member of the Marion Chamber of Commerce

Area of Expertise

  • Roman is a specialist in the areas of business succession, mergers and acquisitions, retirement and estate planning, real estate, corporation structures, and tax aspects of business decisions for closely held and family business.
  • Roman speaks nationwide, writes and researches on all of these areas.
  • Roman has written a workbook on Secured Transactions, written over ten articles and has worked with numerous businesses and associations.
  • Roman has been published in the following publications: Illinois State Bar Association Section on Federal Taxation, Productivity, Agency Sales, Industrial Distribution, Supply House Times, Distributor Link and the I.D.A. Management Journal.

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