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Bart Basi, Speaker

Dr. Bart Basi

    • Specialist on financial analysis, taxation, and business valuation
    • Member of the American Bar Association's Tax Committee
    • Published in Money Matters, The Americ
Fee Range

Under $5,000

Travels From


Bart Basi

Bart Basi

Dr. Bart Basi is a specialist in the areas of financial analysis, taxation, business valuation, estate and succession planning for closely-held and family businesses. He speaks, writes, researches, and advises throughout the U.S. He has written several books, over 200 articles, and has worked with hundreds of businesses and associations.

He earned a doctorate in Economics and Accounting from Indiana University and a Juris Doctor in Law from University of Louisville. Dr. Basi did post-graduate work in Taxation at Stanford. He is a licensed CPA in Indiana and a licensed attorney in Illinois, Kentucky, and Pennsylvania.The Center for Financial and Tax Planning has been doing business valuations and corporate tax planning for over 30 years.

Journals publishing Bart Basi's work include Money Matters, The American Journal of Small Business, The Journal of Family Law, The Journal of Estate Planning, The Tax Lawyer, Small Business Taxation, Taxation for Individuals, Taxation for Accountants, The CPA Journal, and The Tax Executive.

He is a member of the American Bar Association's Tax Committee on closely-held businesses, estate planning, family tax planning, and corporations, the American Accounting Association, American Taxation Association, and the Business Appraisal Institute. Dr. Basi authors The TAX REPORT, a bimonthly publication dealing with closely-held business income and estate tax matters, Accounting and Taxes, a monthly column pertaining to financial and tax matters, and the Tax Tip, a monthly tax advisory. Dr. Bart Basi is listed as an expert in taxes and business valuations in the Illinois and Wisconsin Registers of Expert Witnesses.

He holds the rank of professor emeritus in the College of Business and Administration at Southern Illinois University at Carbondale. He specializes in corporate taxation and estate planning, including business valuations. Dr. Basi was formerly affiliated with Penn State University, Indiana University, The University of Louisville, and Syracuse University. Dr. Bart Basi is listed in Harvard Business School Profiles in Business and Management: An International Directory of Scholars and Their Research.

To book Dr. Bart Basi call Executive Speakers Bureau at 901-754-9404.


  • Activity Based Costing
  • Business Succession for the Closely-Held Company
  • Cash Flow Management
  • Tax Aspects of Business and Investing Decisions
  • Understanding The Role of Financial Information In Decision Making
  • Valuation of Closely-Held Companies
  • Business Trends
  • Economics
  • Future
  • Management

Speaking Topics:

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