Please join us for the NEBBA Program Meeting to be held via Zoom on Wednesday, September 11, 2024.

Tax Considerations and M&A Exit Strategies

Join us on September 11^{t h},  for a very special speaker.  Dr. Bart Basi will be speaking on current tax laws for exit planning.  We will cover several key tax items that can be used by brokers in their M & A work.

About Bart Basi

Dr. Basi has expertise in financial accounting, business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and researches on all of these areas. He has written five loose-leaf bound books, fourteen workbooks, over 300 articles, and has worked with hundreds of businesses and associations. Journals that have published Dr. 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," "Taxation for Lawyers," "The CPA Journal," and "The Tax Executive".