Basi, Basi & Associates

11/03/2026

Year-end tax planning can save you money and headaches. Our practical guide outlines the key moves to review now—whether you’re an employee, self-employed, retired, or running a small business. Read the full article for easy, actionable steps to review withholding, retirement contributions, and tax strategies before the year closes: https://wix.to/TLLzTQA

Tax planning is changing quickly, and the taxpayers who prepare early are often the ones who keep more of their money and avoid last-minute surprises. Here are the most important tax planning moves to review now, whether you are an employee, self-employed, retired, or running a small business.Review...

10/29/2026

Are you facing a large tax bill from selling an appreciated asset? A Charitable Remainder Trust (CRT) can help you create an income stream, support a cause, and potentially defer taxes. However, it requires careful planning and professional guidance. Check out our quick guide to determine if a CRT aligns with your financial goals: https://wix.to/hDcMTeA

Selling a highly appreciated asset can create a significant tax bill, especially when the asset has grown substantially over many years. A Charitable Remainder Trust (CRT) may offer a way to support a charitable cause while creating an income stream and potentially reducing the immediate tax impact....

10/27/2026

Smart tax planning is shifting from last-minute filing to year-round strategies—and it can save you money. Read our quick guide on the top tax-planning trends to watch this year and get ahead of deadlines: https://wix.to/TqQxTgj

Highlights include year-round planning, personalized strategies, tech-driven tools, and changes affecting individuals and business owners.

Tax planning is becoming more proactive, personalized, and technology-driven. As rules, costs, and financial goals continue to change, individuals and business owners are looking for practical ways to make informed decisions before tax deadlines arrive. Here are several timely tax-planning trends wo...

10/22/2026

Small decisions all year add up to big tax wins. Our latest blog, “The Tax Planning Reset: Small Decisions That Strengthen Your Financial Future,” shows simple checkpoints to review after job changes, major purchases, or investment moves — so you catch opportunities before deadlines. Read the full piece and make tax planning part of your financial habit: https://wix.to/rJ8IfZk

Tax planning is often treated as a once-a-year task, but the strongest results usually come from small decisions made throughout the year. A quick review after a job change, business milestone, investment decision, or major purchase can help you spot opportunities before deadlines arrive. The goal i...

10/21/2026

Roman's Birthday today, and we had Larry's House of Cakes to celebrate! 🎈🎊🎁🎂🎉

10/20/2026

Stop overpaying on taxes this year — small moves now can add up to big savings later. Our latest blog outlines 7 smart tax moves to consider before year-end, from reviewing year-to-date income to timing deductions and retirement contributions. Read the full guide and get ahead of tax season: https://wix.to/rMqCfVO

Tax season does not have to feel like a fire drill. With a little planning before December 31, you may be able to reduce surprises, keep more of your hard-earned money, and start the new year with confidence. Here are seven practical moves worth discussing with a qualified tax professional now—not...

10/19/2026

10/13/2026

October 15 is the final deadline for taxpayers who filed extensions — but it doesn’t extend the deadline to pay what you owe. Read our quick guide to know what’s due, what you may still owe, and steps to avoid penalties: https://wix.to/mX71Gs5

Key tips: check your payments, consider payment options, and file on time to avoid late-filing penalties.

For many taxpayers, October 15 is more than just another date on the calendar. It is the final deadline to file a federal individual income tax return when an extension was requested earlier in the year. Although the extension gives you more time to file, it does not extend the deadline to pay taxes...

10/13/2026

The 100th session of the Certified Merger & Acquisition Advisor (CM&AA) class kicks off in Chicago in just two weeks, and there's still time to claim your seat!

📅 October 19 – 23, 2026
🕓 8:00 AM – 5:00 PM CT
📍 Katten Muchin Rosenman LLP, Chicago

Join us as practicing M&A professionals will guide you through the full deal lifecycle, from valuation and due diligence to tax, legal issues, and deal structuring. Leave with proven frameworks, a credential that sets you apart with buyers and sellers, and new connections from across the middle market M&A advisory landscape.

Only a limited number of seats remain for this milestone class. Register now to secure your place in the 100th CM&AA session!

👉 https://hubs.la/Q04z9PLm0