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Roman Basi, Speaker

Roman Basi

    • President for the Center for Financial, Legal & Tax Planning
    • Licensed attorney in Illinois, Missouri, Florida and Arizona
    • Serves on the International Business Brokers
Fee Range

Under $5,000

Travels From

Illinois

Roman Basi Presentation Part 1

Roman Basi Presentation Part 1

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’s 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 a licensed Managing Real Estate Broker in Illinois with Heartland Realty & Rentals, Inc., a licensed Real Estate Sales Associate with Wagner Realty in Longboat Key, Florida, a licensed Title Insurance Agent with ATG (Fund, Inc.), a licensed CPA and a licensed Private Pilot with an Instrument Rating.

Over the past several years, Roman has worked on many business transactions and has addressed various regional and national audiences throughout the country.   From these venues he has personally met and worked with business owners throughout the United States.  He is President of The Center for Financial, Legal & Tax Planning, Inc. (DBA Basi, Basi & Associates) and is in high demand by business owners for his expertise in financial, legal and tax matters.   

Roman Basi enjoys working with his father and with their national clientele.  He is responsible for many of the legal contracts produced by The Center for Financial, Legal & Tax Planning, Inc.  His areas of expertise in- clude mergers and acquisitions, contracts, real estate law, tax and estate planning.

He is also the owner of Heartland Realty & Rentals, Inc., a full service Real Estate Brokerage company including property management of apartments, duplexes, homes, and commercial properties as well as full real estate brokerage services.   

Roman is very active in his local community and is a member of numerous associations, and Boards of Directors and has served on various committees. He currently serves on the International Business Brokers Association Exhibitor Advisory Council, and as the Past-President of the Egyptian Board of Realtors, as well as serving as Co-Chair for the Marion, Illinois Chamber of Commerce Annual Fund Raiser. He also serves as a member of the Illinois Association of Realtors Task Force on Hydraulic Fracturing and participates in the Illinois Department of Transportation Adopt-A-Highway Program.

Roman is also a current member of the Arizona, Florida, Illinois and Missouri Bar Associations, as well as the National, Illinois, Florida, Sarasota and Egyptian Boards of Realtors.

He has previously served as a member on the Illinois State Bar Association’s Federal Taxation Section Council Committee, Director for the Illinois Association of Realtors, Officer for the Egyptian Board of Realtors, Director for the Marion, Illinois Chamber of Commerce, and volunteer for the Women’s Center of Carbondale, Illinois.

Roman and his wife Brandi have two children: Marissa and Alexis.  They reside in Marion, Illinois. He enjoys spending time with his wife, attending his daughters’ various activities, playing golf, flying a 1982 Piper Saratoga and is an avid St. Louis Cardinals’ and Rams’ fan.

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

  • Real Estate
  • Business Succession
  • Mergers & Acquisitions
  • Retirement and Estate Planning
  • Corporation Structures
  • Tax Aspects of Closely-held and Family Owned Businesses

Speaking Topics:

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