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Ep 013: Insights From A CPA/Attorney/ Real Estate Broker/ & Title Insurance Agent
- 2023/01/19
- 再生時間： 37 分
- ポッドキャスト
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サマリー
あらすじ・解説
Roman A. Basi is president of The Center for Financial, Legal, and Tax Planning Inc., an attorney, real estate broker, and title insurance agent. He advises The Center’s clientele on business law, succession, estate and tax planning, and real estate. For more information, visit www.taxplanning.com. Here is what to expect on this week’s show: ✅ Roman explains why his business is considered a one-stop shop for small business owners. ✅ What are the parameters for being labeled a small business? ✅ Common mistakes business owners make that leave money on the table. ✅ Number one situation Roman finds is that many business owners do not have the accurate financial information and why this is important to know. ✅ The questions that should be asked when thinking of exiting your business. ✅ Learn about the tax minimization analysis and why it is needed. Website: www.taxplanning.com Facebook: https://www.facebook.com/Basi-Basi-Associates-135709656448766/ Twitter: https://twitter.com/_TaxPlanning Linkedin: https://www.linkedin.com/company/basibasiassociates/ Phone:618.997.3436 rbasi@taxplanning.com #exitplanning #business #businessadvisors # :businessplanning Learn more about your ad choices. Visit megaphone.fm/adchoices