Dr. Bart BasiDr. Basi is a specialist in the areas of 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 books, 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. Bart instructs our six hour AFTR program our four hour 1040 and Critical Forms and Schedule as well as our 2 hour Ethics program.
Roman BasiRoman practices in the areas of business succession, mergers and acquisitions, retirement and estate planning, real estate, corporation structures. As well tax aspects of business decisions for closely held and family business, trademark applications, trademark oppositions, patent applications. He has also written a workbook on Secured Transactions and Series Limited Liability Companies, in addition to many articles, and has worked with numerous businesses and associations. 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. Roman instructs our six hour AFTR program our four hour 1040 and Critical Forms and Schedule.
Mark J. KohlerMark is a bestselling author; national speaker; radio show host; writer and video personality for Entrepreneur.com. As well as a real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Soensen, and the accounting firm of Kohler & Eyre, CPAs. Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlook in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory and financial laws to greater success and wealth. Mark instructs our six hour Client Consult, How to Strategize, Plus Real Estate Tax Strategies, Healthcare and More program.
Tanya R. BaberTanya is a nationally recognized tax professional and frequent speaker on a variety of tax topics and representation. She has been an Enrolled Agent with the IRS since 2006 and received her Bachelor’s degree in Public Accounting and Business Administration from Colorado Mesa University. Tanya founded Tax Edge, an accounting, tax, and representation firm in her hometown of Grand Junction, CO and has been practicing over 27 years now, giving her a wide range of knowledge and experience to draw from. She helps guide clients across the US and even a few internationally in the areas of accounting and payroll, personal, business, and non-profit tax preparation, planning, consulting and representation as well as solving their complex tax problems. Tanya is a CTRS – Certified Tax Resolution Specialist, a NTPI Fellow, and is a member in good standing of the National Association of Enrolled Agents (NAEA), National Society of Accountants (NSA), The American Society of Tax Problem Solvers (ASTPS), the National Society of Tax Professionals (NSTP), and the National Association of Tax Professionals (NATP). She also serves on the board of directors for a variety of local and national non-profits and volunteers with Search and Rescue in Mesa County to give back to her community. Ms. Baber enjoys teaching advanced level classes to CPA’s, Enrolled Agents, Accountants, and other individuals seeking continuing education credits. She also consults with many accountants on their own resolution cases and provides solutions for their client’s tax and representation difficulties.
Ron TrucksOver 25 years ago, after building his experience in the hospitality industry and working with many business start-ups, Ron Trucks founded his privately owned firm guiding and coaching small businesses and non-profit organizations in a wide variety of fields and industries both in his home town of St. Louis, MO and across the country. In addition to his professional work in small-business support, Ron has also been an Business Management adjunct instructor at Jefferson College in Hillsboro, MO for over 10 years. Over those two decades of both teaching and coaching small businesses and non-profit organizations, Ron has served on various boards and in many volunteer positions including the Board of Directors of a $300 million dollar credit union, developing leadership skills with members of national fraternities and sororities, and working with troubled youth dealing with identity and self-confidence issues.