Beyond Numbers: Unveiling the Tax Puzzle in M&A Transactions with Roman Basi
In this tax-season special episode of the M&A Source Podcast, we delve into the fascinating world of taxes within the mergers and acquisitions space. Our guest, Roman Basi, a seasoned attorney, CPA, and real estate broker, shares invaluable insights into the complexities of taxes affecting M&A transactions. From capital gains adjustments to international tax policies, Roman's expertise sheds light on the myriad ways taxes influence the outcome of business deals.
Roman's journey, from his early days working in his father's real estate company to becoming a leading expert in financial, legal, and tax planning, provides listeners with a unique perspective on the importance of tax knowledge in the M&A industry. His contributions to education and his role as president of the Center for Financial, Legal and Tax Planning underscore the critical intersection of law, accounting, and real estate in successful business transactions.
This episode is a must-listen for M&A advisors, business owners, and anyone interested in the behind-the-scenes tax implications of business mergers and acquisitions. Roman's practical advice and personal anecdotes offer a compelling narrative that demystifies taxes, making them an engaging topic for all.
Key Takeaways:
- The Impact of Taxes on M&A Transactions: Understanding the role of capital gains tax, corporate changes, and international policies in shaping business deals.
- Roman Basi’s Multifaceted Expertise: Insights from a career spanning law, accounting, and real estate, emphasizing the interdisciplinary nature of tax planning.
- Educational Contributions: Roman's dedication to educating professionals and business owners on tax strategies and legal intricacies.
- Personal Journey: A glimpse into Roman's path from managing a family-owned operation to becoming a leading figure in financial and tax planning.
- Practical Advice for M&A Professionals: Strategies for navigating the tax landscape and optimizing transaction outcomes through informed decision-making.
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Roman Basi
Attorney/CPA/Managing Real Estate Broker/Title Agent
Roman Basi, raised in Southern Illinois, began his working career at a young age umpiring little league baseball games. He spent his teenage and college years working for his father’s varied business interests. These experiences helped develop his future interest in helping small business owners fulfill their business and succession plans.
He graduated from Millikin University obtaining a Bachelor of Science Degree with a minor in Psychology. After receiving his degree, he continued his studies earning an MBA from Southern Illinois University with an emphasis in accounting. He continued on to law school receiving his JD (law degree) from Southern Illinois University. He is a licensed attorney in Illinois, Missouri, Florida, and Arizona. Roman is also admitted to the United States District Court for the Southern District of Illinois, the United States Court of Appeals for the 7th Circuit, and admitted to practice in the United States Supreme Court. Roman is also a licensed Certified Public Accountant (CPA) as well as a licensed Managing Real Estate Broker in Illinois and Florida with Heartland Realty & Rentals, Inc., a licensed Title Insurance Agent with Attorney Title Guaranty (Illinois) and The Fund, Inc. (Florida), and a licensed Private Pilot with an Instrument Rating.
Over the past several years, Roman has worked on many business transactions and has lectured to various regional and national audiences throughout the country, including extensive work in the continuing education field for Attorneys and CPA’s as well as providing the education necessary for t…
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