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.