Roman A. Basi

Education

  • Bachelor of Science Degree with a minor in Psychology, Millikin University at Decatur, Illinois

  • Master of Business Administration with an emphasis in Accounting, Southern Illinois University at Carbondale, Illinois

  • Juris Doctor in Law, Southern Illinois University at Carbondale, Illinois


Professional Licenses​

  • Managing Real Estate Broker - Illinois (Heartland Realty & Rentals, Inc.)

  • Real Estate Sales Associate-Florida (Wagner Realty)

  • Title Insurance Agent with ATG (Attorney Title Guaranty)

  • Private Pilot-Instrument Rated

  • Attorney at Law

           Illinois (2003)

           Florida (2004)
           Missouri (2009)
           Arizona (2011)

The Center and its Attorneys are allowed to practice in California under the Multijurisdictional Practice Program, however, we are not a licensee of the State Bar of California

  • Certified Public Accountant


Business Affiliations and Memberships​

  • Member of the Illinois State Bar, the Missouri Bar, the Florida Bar, and the Arizona Bar Associations

  • Member of the International Business Brokers Association Education Committee

  • 2-term past President of the Egyptian Board of Realtors

  • Member of the Marion Chamber of Commerce in Marion, Illinois

  • Participant in the Illinois Department of Transportation Adopt-A-Highway Program in Marion, Illinois

  • Admitted to the Bar of United States Supreme Court and the Federal District Court

Previous Business Affiliations

  • ​Former member of the National Association of Realtors

  • Former member of the Illinois Association of Realtors

  • Former member of the Florida Association of Realtors

  • Former member of the Egyptian Board of Realtors

  • Former member of the Sarasota Association of Realtors

  • Former Co-Chair for the Marion, Illinois Chamber of Commerce Annual Fundraiser

  • Illinois State Bar Association's Federal Taxation Section Council Committee

  • Director for the Illinois Association of Realtors

  • Officer of the Egyptian board of Realtors, Inc.

  • Director for the Marion, Illinois Chamber of Commerce

  • Volunteer for the Women's Center of Carbondale, Illinois



Area of Expertise​

  • Roman practices in the areas of business succession, mergers and acquisitions, retirement and estate planning, real estate, corporation structures,  tax aspects of business decisions for closely held and family businesses, trademark applications, trademark oppositions, patent applications, and trial litigation.

  • Roman speaks nationwide, writes and researches on all of these areas.

  • Roman has written a workbook on Secured Transactions and Series Limited Liability Companies, in addition to many 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."

President

Attorney at Law - CPA - Certified Public Accountant - Broker - Title Insurance Agent - Business Valuation Expert Witness 

rbasi@taxplanning.com

The Center for Financial, Legal & Tax Planning, Inc.

4501 West DeYoung Street | Suite 200 | Marion, IL 62959

Phone: 618-997-3436| Fax: 618-997-8370

info@taxplanning.com

© 2016 by The Center for Financial, Legal & Tax Planning, Inc.  at www.taxplanning.com