Testimonials & Evaluations

Evaluations of Dr. Basi and Roman Basi's permformance as speakers are very high. Recently, following two workshops, participants were asked if they would recommend the workshop to others. They responded in the positive 96 percent at one workshop and 100 percent at a second workshop! When asked to rate the quality of the workshops on a scale of 1-4, 4 being "excellent," respondents replied 4.5 for the first workshop and a 4.81 for the second workshop. 
Typical comments received over the years regarding Dr. Basi and Roman Basi's help and advice include:

  • "Somewhat challenging material covered very ably. Certainly raised my awareness of issues and the complexity of these transactions."
  • "Attorney Basi was both informative and engaging. Excellent program."
    "It's been some time since I forayed into this subject matter. Mr. Basi kept his lecture succinct and straightforward, which I
    "it'
    appreciated."
  • "Great overview of tax considerations. Do a deep dive on tax analysis for your client whose buying or selling a business!"
  • "If this person is the son of the other Basi, the family has much to be proud of." (The Forms of Business Update): 

  • “Many welding distributors …have appreciated your advice over the years as my father and our family has.”

  • “…it’s clear that your appearances had an impact on our group. I heard only positive things about your session on business valuation. And the fact that you spent time on an individual basis with so many members in the exhibit hall…was phenomenal!’….”Thanks again for your valuable contribution to the success of our …convention.”

  • “(Dr. Basi’s) knowledge is unparalleled and his presentation style is dynamic, interactive, and entertaining. You certainly get your money’s worth with Bart.”

  • Our members flock to his programs because they know they will get a “meaty” program full of take-home and ‘put into immediate use” tips. I think the real success of a speaker is shown by the number of folks that stay after a presentation to pick his brain and in this case, Bart is like the Pied Piper- they can’t get enough of him.”

  • "A number of positive comments were received from those in attendance at both of the sessions concerning your obvious command of the subject matter, and the caliber of your presentation.”

  • “Once again you were a hit! You are becoming a welcomed permanent fixture at Expo”

  • “SUPER SUPER DUPER!!!! Thanks so much for delivering two highly charged seminars to an attentive audience at the …convention in New Orleans. You really dazzled them! ….all I heard from everyone was how terrific you are and what a polished presentation you deliver. In addition to presenting your material in a way which is easy to understand and can “sink in” people's mind(s), you have a great wit which delighted the audience!”

  • “The meeting evaluations are rolling in daily and, as always, you get wonderful marks. (We are) very fortunate to have you as a resource; our members really value the advice you give them. (Our Association) always enjoys working a conference with you as well.”

  • “Our Spring Conference offered one of the finest educational programs it has been our pleasure to present and you were the star performer. Your presentation at the opening session was well received and set the serious tone and mood for two days of productive workshops. We’re very grateful to you for your outstanding work.”

  • “We have never had such outstanding comments on a convention speaker! Not only did you make your subject matter interesting, but you have a wonderful sense of delivery that really gets through to your audience. We are still receiving phone calls and messages from attendees who say your program was simply the best ever!”

  • “…and when taxes once again became the subject of almost every newscast, you were the person we thought of immediately.”

  • “Comments made to us included: ‘this was worth the entire expenses of the trip’ and ‘he really knows what he’s talking about.’ ”

  • "Very well presented and thorough. Roman is obviously very experienced and was able to convey what are the most important aspects of security agreements very well. Excellent!"

  • Great information. Well presented.

  • The best I have attended so far!!! Phenomenal presentation!

  • Really informative. Great instructor- lots of practical advice.

  • Amazing presenter who makes taxes sound exciting!

  • really liked this presenter. He knew what he was talking about and he was great at presenting it to non-accountants.

  • Best of the Lawline courses that I've taken and I can't stand
    accounting.

  • Excellent presentation. Very informative for someone who does not deal with trusts routinely but needs an understanding of trusts
    in some cases. Sorry, I never had Mr. Basi as a professor in law school!

  • LOVE this instructor. A complex subject made fun and interesting. Excellent! Thank you!

  • Really enjoyed this presenter. He was engaging and held my attention on a fairly dry and technical subject. I will periodically look
    for other courses presented by him if you have any. Highly recommend!

  • Great information. Well presented.

  • The best I have attended so far!!! Phenomenal presentation!

  • Really informative. Great instructor- lots of practical advice.

  • Amazing presenter who makes taxes sound exciting!

  • Really liked this presenter. He knew what he was talking about and he was great at presenting it to non-accountants.

  • Best of the Lawline courses that I've taken and I can't stand

 

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

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