taxplanning tax planning valuation succession tax
  • Facebook - Black Circle
  • YouTube - Black Circle

  • HOME

  • PAST TRANSACTIONS

    • 2020 TRANSACTIONS/VALUATIONS/STRAT PLANS
    • 2021 TRANSACTIONS/VALUATIONS/STRAT PLANS

  • STAFF

    • ROMAN BASI
    • DR. BART BASI
    • CAROL BASI
    • BRANDI BASI
    • LACIE HENSON
    • ANDREW ROHNE
    • LATISHA DUNNING
    • DANA WISEMAN
    • MATT DOLAN
    • MICHAEL HAMPLEMAN
    • ALEXANDRIA ZEIGLER SCHRAMM
    • ALEXIS BASI
    • JENNIFER BARNETT
    • MARISSA BASI

  • SERVICES

    • SUCCESSION PLANNING
    • BUSINESS VALUATION
    • MERGERS & ACQUISITIONS
    • RETIREMENT & ESTATE PLANNING
    • STRATEGIC PLANNING
    • TAX ASPECTS
    • INCOME TAX PREPARATION
    • BUDGETING & CASH FLOW
    • ACCOUNTING SERVICES
    • TRADEMARKS
    • LOTTERY WINNINGS

  • TAX BLOG

  • PUBLICATIONS

    • PUBLISHED ARTICLES
    • FINANCIAL, LEGAL & TAX PLANNING
    • ADVISORIES
    • TAX REPORT
    • WORKBOOKS & DVDS

  • SPEAKING SERVICES

    • ROMAN BASI
    • DR. BART BASI
    • TESTIMONIALS & EVALUATIONS
    • SPEAKING HISTORY

  • WEBINARS & PODCASTS

    • PODCASTS

  • CONTACT

  • More

    Use tab to navigate through the menu items.

    Services

    The Center for Financial, Legal & Tax Planning, Inc. specializes in ten areas. Please choose an area of interest below for more information. 

     
    Succession Planning
    Succession Planning
    Business Valuation
    Business Valuation
    Mergers & Acquisitions
    Mergers & Acquisitions
    Retirement & Estate Planning
    Retirement & Estate Planning
    Strategic Planning
    Strategic Planning
    Tax Aspects of Business Decisions
    Tax Aspects of Business Decisions
    Income Tax Preparation
    Income Tax Preparation
    Budgeting & Cash Flow
    Budgeting & Cash Flow
    Accounting Services
    Accounting Services
    Trademarks
    Trademarks

    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