Basi, Basi & Associates

06/04/2026

New savings option for kids is here: Trump Accounts launch July 4, 2026 — a custodial-style IRA designed to give minors a head start with compound growth. Our latest guide breaks down eligibility, benefits, and how parents can use these accounts to build long-term financial security. Read the full article: https://wix.to/GY8JBYD

A powerful new tool is arriving to help families build long-term financial security for the next generation. Established under the One Big Beautiful Bill Act, Trump Accounts launch on July 4, 2026. Designed as a specialized type of traditional IRA for minors under age 18, these custodial-style accou...

06/02/2026

Selling a high-value asset? A Deferred Sales Trust (DST) can help defer capital gains taxes while keeping control of your proceeds. Learn how DSTs work, who benefits, and whether this strategy fits your tax plan. Read the full breakdown: https://wix.to/4JGDV0S

Selling a valuable asset often triggers a large tax bill that can significantly reduce the net proceeds. For many sellers, especially those with high-value properties or investments, finding ways to defer or reduce capital gains taxes is a top priority. One strategy that has gained attention is the....

06/01/2026

Congratulations to our legal and accounting teams for their outstanding work in successfully finalizing a $4.5 million deal in the manufacturing industry.

05/28/2026

Mergers and acquisitions can unlock rapid growth — but only with the right strategy. Our latest blog breaks down practical steps to manage risk, align goals, and realize long-term value from M&A deals. Read more: https://wix.to/TExMSio

Mergers and acquisitions (M&A) can transform companies, opening new markets, expanding capabilities, and increasing competitiveness. Yet, the process is complex and filled with risks that can lead to failure if not managed carefully. Understanding key strategies can help businesses navigate this cha...

05/27/2026

**2026 IBBA Annual Conference**

**Workshop:** The Impact of Our New and Existing Tax Laws on Mergers and Acquisitions
**Date:** May 30, 2026
**Time:** 1:45 PM - 3:00 PM CST
**Location:** GREENWAY HI - 2nd Floor
**Presenter:** Dr. Bart Basi
**Track:** The Next Level

Buying or selling a company is often a once-in-a-lifetime event. Not all buyers and sellers are well-versed in the realm of mergers and acquisitions. Additionally, intermediaries sometimes rush transactions, overlooking important details that can leave sellers with significant tax bills or buyers without optimal value. These critical considerations are often addressed too late in the process, leaving limited options for damage control.

Structuring an M&A deal can feel overwhelming, especially with new tax laws that influence the value of companies being bought, sold, or transferred across the United States. Sellers must also think ahead and have a post-sale plan—whether it involves investing in a new venture, deferring taxes, or even eliminating them entirely.

In this session, Dr. Bart Basi, Attorney and CPA, will explore the latest tax provisions included in the new Big Beautiful Bill, as well as existing tax strategies that he employs in deals nationwide.



IBBA - International Business Brokers Association

05/21/2026

Estate planning doesn't have to be confusing. Our quick guide outlines the essential steps to protect your assets and provide for your loved ones — from wills and trusts to tax considerations. Read the full post: https://wix.to/1A7pujG

Estate planning can feel overwhelming, but it is one of the most important steps you can take to protect your assets and provide for your loved ones. Without a clear plan, your estate may face unnecessary taxes, legal battles, or delays in distribution. This guide breaks down the essential steps to....

05/21/2026

🎓🍾🎊 Congratulations to our law clerk, Riley Harris, on her graduation from SIU Simmons Law School! The school celebrated its 50th commencement on May 8th, 2026, graduating over 80 students in the Class of 2026. Riley is scheduled to take the bar exam in July, and we eagerly anticipate her becoming our newest attorney.

05/21/2026

05/19/2026

New from The Center for Financial, Legal, & Tax Planning: Understand the IRS’s Corporate Significant-Issue Ruling Program and what it means for large companies. Learn how this program can clarify complex tax questions and help corporate tax teams manage risk and plan with more certainty. Read the full breakdown: https://wix.to/XI8hzKL

The IRS recently introduced the Corporate Significant-Issue Ruling Program to address complex tax questions that affect large corporations. This new program aims to provide clearer guidance on significant tax issues, helping companies navigate the tax code with more certainty. Understanding how this...

05/14/2026

Choosing the right business structure affects taxes, liability, and how your business operates. Our latest guide breaks down sole proprietorships, LLCs, partnerships, and corporations so you can pick the best fit for your goals. Read more: https://wix.to/MB99Fec

Choosing the right business structure is one of the first and most important decisions for anyone starting a business. The structure you select affects your taxes, personal liability, and the way your business operates. Understanding the main types of business structures can help you make a choice t...