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Expertise in the following areas  Business Succession Business Valuation Mergers & Acquisitions Retirement & Estate Planning Strategic Planning Tax Aspects Income Tax Preparation Budgeting & Cash Flow Accounting Services Speaking Services Workbooks & DVDs Associations |
THE LIMITED LIABILITY COMPANY The Limited Liability Company or LLC is one of the newest forms of business entities in America. While carrying the flow-through tax characteristics of an S-Corporation, it does not have member restrictions. It is as such that the LLC is one of the best vehicles for company formation today. As of late, what was once called the Delaware LLC is now commonly referred to as the Series LLC. Its effect is to limit liability in to even greater degree and operate in a more organized capacity than the original form of LLC. Since its first genesis in Delaware, multiple states have enacted Series LLC enabling legislation. $50.00 includes workbook and DVD
AN UPDATE OF THE NEW TAX LAWS FOR 2011 AND 2012 Given the challenges we face during this cycle of the economy, economists have predicted that in 2011 and 2012, the unemployment rate will hover above 9%. With unemployment above 9% for nearly 2 years and a good portion of the unemployed being unemployed for 6 months or longer, Congress and the President acted on the needs of the country. Many tax law changes have been enacted in 2010. Among them are the Patient Protection and Affordable Healthcare Act, the Small Business Hobs Act, and the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act. Each law has it's own merit and own consequences and opportunities for the country and taxpayers. On top of all these changes, others exist and deserve our attention. $50.00 includes workbook and DVD
STRATEGIC PLANNING IN THIS ECONOMY The words Strategic Planning conjure images of a tight budget, confusing goals, irritating challenges, and the possibility of failure or forfeiture of the project. It doesn't have to be like that. Strategic planning, when done properly, is an organized process with well defined goals, assuming and taking challenges as they come about, and working the project to completion as well. In Dr. Basi's seminar, he will present what strategic planning is, the process behind it, and how to achieve your goals. It is more than a budget, it is what you can handle and when. $50.00 Tax Concepts The tax law is complex; however, in its complexity lays opportunity to plan your tax strategy and enrich your business by lowering your tax liability. This course will show you the basics of tax relevant to a closely-held business. $50.00 includes workbook and DVD Due Diligence Because buying or selling a business involves the sale of so many assets, intangible and tangible, due diligence must be performed. Not conducting due diligence in a reasonable manner can lead to major problems in the near and distant future. $50.00 includes workbook and DVD Deal Structuring Selling a business is not like buying or selling anything else. The transaction entails transfer of property that is intangible, but nonetheless important. Missing documents, poor business skills and not knowing the basics can easily result in liability on part of the professionals and business owners involved. $50.00 includes workbook and DVD Personal Goodwill Everyone knows of and is knowledgeable of the concept of goodwill. Recently, the concept of personal goodwill has emerged and is gaining in popularity and validity. Personal goodwill arises from the efforts of the business owner and is useful in business transfers, divorces and in other applications. $50.00 includes workbook and DVD Valuation Methods There is value in having a valuation done. Valuations give the company owner a snapshot of what their business is truly worth. Every Business should be valued annually. No simple formula is appropriate, learn what it really takes. $50.00 includes workbook and DVD Succession Planning The biggest threat to your business is not competition or event the estate tax. The biggest threat to your business is the lack of a succession plan. Many businesses do not have a succession plan. $50.00 includes workbook and DVD Corporate Record Books Corporate record books are often considered an insignificant detail and are overlooked almost universally. Although many business owners spend a lot of money forming businesses, these oft-neglected books hold the key to preventing company born liability from becoming a personal liability. $50.00 includes workbook and DVD Forms of Business Organization Ever wonder if you are operating under the right corporate structure? Between the structure of LLCs, S Corporations and C Corporations, not one structure fits all. This course will help you find the answer to these questions and much more! $50.00 includes workbook and DVD
BUY-SELL AGREEMENT Having a buy-sell agreement is an absolute necessity in multi-member companies. Forming a partnership or corporation is easy. Having a partner exit the company is not so easy. Situations like divorce, bankruptcy, retirement and the like disrupt multi-member companies everday. If a company does not have a buy-sell agreement, it is likely such disruptions can lead to costly litigation or even the failure of a company. $50.00 includes workbook and DVD
RECASTING FINANCIAL DATA When closely-held business owners need to present financial statements to a bank or investors, the numbers can be inaccurate and misleading resulting in less than desirable outcomes. Obtaining credit or finding a buyer for your business becomes impossibel to achieve when you are using documents prepared with the specific purpose of reducing tax liability, such as tax returns. While privately-held business owners may be credit worthy or their businesses may be attractive to them, showing credit worthiness is simply not possible without professionally prepared documents such as recasted statements prepared by competent professionals. $50.00 includes workbook and DVD
SECURITIZED & CONDITIONAL SALES AGREEMENT Authored by Roman A. Basi In playing the game with secured transactions, the common belief is that secured property is an absolute guarantee of either payment or possession, is not always valid. While property subject to a security agreement is better protected than non secured property, nuances exist can that render the UCC agreement less useful. When running a business and selling products knowledge is power. This book presents in simple fashion the basics of secured transactions, when they fail, and what can be done to prevent such occurrences. $50.00 includes workbook and DVD
FINANCIAL STATEMENTS FOR THE NON-PROFESSIONAL Understanding accounting is essential to all individuals in society who are involved in business decisions. It is said that accounting is the language of business. As such, an understanding of the concepts and applications of accounting is fundamental to understanding business decisions. $50.00 includes workbook and DVD
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