MEET OUR INSTRUCTORS

Dr. Bart A. Basi, the Senior Advisor at The Center for Financial, Legal & Tax Planning, Inc., is a distinguished attorney and CPA with a Doctorate in Economics. He is a trusted advisor and a Tax Course Instructor for the IRS’s Annual Filing Season Program. Dr. Basi is licensed in Illinois and New York and admitted to the United States Supreme Court. He is an expert in financial, legal, and tax matters, renowned as a sought-after speaker and author. He specializes in business succession, valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects for closely held and family businesses. He has written five books, over 300 articles, and has worked with numerous businesses and associations.

Roman A. Basi, the President of The Center for Financial, Legal & Tax Planning, Inc., is an Attorney, CPA, Managing Real Estate Broker, Title Insurance Agent, and an instrument-rated private pilot. His diverse skill set allows him to excel in various areas, including business succession, mergers and acquisitions, retirement and estate planning, real estate, and corporation structures. He is also a Tax Course Instructor for the Internal Revenue Service's Annual Filing Season Program for Tax Return Preparers. Roman has been published in the following publications: Illinois State Bar Association Section on Federal Taxation, Productivity, Agency Sales, Industrial Distribution, Supply House Times, Distributor Link, and the I.D.A. Management Journal.

Douglas (Doug) Stives, CPA, MBA, is considered a worldwide public and management accounting leader by AICPA & CIMA. He is a retired professor of accounting at Monmouth University in West Long Branch, New Jersey. He has received several honors and awards throughout his career. Doug is also known for his frequent media appearances and has been featured in The Wall Street Journal and on various television networks. Doug has been teaching tax courses for Western CPE since 2000, including at conferences and Federal Tax Update seminars and for in-house programs.

Lacie Henson, CPA, is the current Senior Partner at Basi, Basi, Henson, and Associates. Lacie is the Treasurer of The Center for Financial, Legal & Tax Planning, Inc. Lacie is a fully licensed federal tax preparer and a CPA. Lacie works on personal, business, trust/estate tax returns and necessary amendments. On top of tax filings, Lacie specializes in preparing valuations and presentation packages, tax minimization analysis and summary reports, and tax implications of business decisions.

Ron Trucks has over 25 years of experience in the hospitality industry and has guided and coached small businesses and nonprofit organizations in St. Louis, MO, and nationwide. Additionally, he has been an adjunct Business Management instructor at Jefferson College in Hillsboro, MO, for over 10 years. He has also served on various boards and in volunteer positions, including the Board of Directors of a $300 million credit union and working with troubled youth.

Monica Haven is an Enrolled Agent, Accredited Tax Advisor®, and Accredited Tax Preparer® with extensive qualifications in tax and law. She is a graduate fellow of the National Tax Practice Institute® and holds degrees in Small Business Management, Jurisprudence, and Taxation. Monica is a nationally recognized speaker and sought-after lecturer and maintains a tax practice in Southern California serving clients globally. For more information and published articles, visit Monica’s website at www.mhaven.net.

Loren Fogelman is a keynote speaker and one of America’s top-ranked business coaches. From 2018 to 2020, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches. She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, and many niche accounting conferences. Loren is an expert in pricing strategy and sales for accounting professionals.