Basi, Basi, Henson, Dunning & Associates

09/03/2026

Navigating federal compliance as a small business owner often feels like moving a target that never stays still. While most entrepreneurs are familiar with annual tax filings, state reports, and local licensing, the Corporate Transparency Act (CTA) introduced a fundamental shift in how small entitie...

09/03/2026

2026 Texas Association of Business Brokers: TABB Conference

Friday, September 18, 2026
10:30–11:30 AM

Breakout Session 1: Workshop A – Deal Structures
Presenter: Roman Basi

When someone decides to sell their business, taxes are often the first consideration. Regardless of whether you are selling your company for $100,000 or $100 million, the most crucial aspect of the transaction is determining how much cash will ultimately end up in the seller’s pocket. Fortunately, there are various ways to structure a transaction to defer gains or even eliminate them entirely. In this session, Roman Basi, CPA and Attorney, will explore the world of deal structuring in mergers and acquisitions.

09/02/2026

The price you sell your business for is NOT what you walk away with...

09/01/2026

For most business owners, selling or transitioning a company is the single largest financial event of their lifetime. Yet many founders focus exclusively on driving top-line revenue without preparing their corporate structure, financial records, or governance for the scrutiny of due diligence. Leavi...

08/28/2026

**Rising Tides: 2026 BBF State Conference**

**Date:** Saturday, August 29, 2026

**Workshop Title:** Understanding Add-backs: Financial Recasting for Sellers, Buyers, and Advisors
**Presenter:** Roman Basi

**Time:** 9:00 AM - 10:00 AM

Join us for an engaging workshop led by financial expert Roman Basi, where we delve into the intricate world of financial recasting. This session, tailored for sellers, buyers, and advisors alike, will provide invaluable insights into the concept of add-backs—essential for accurately assessing the financial health of a business. Whether you are looking to maximize your sale price, make informed purchasing decisions, or better advise your clients, this workshop promises to equip you with the knowledge and strategies needed for effective financial planning and negotiations. Don’t miss this opportunity to elevate your understanding of critical business financials!

08/27/2026

When business owners evaluate tax-minimization strategies, popular topics like S corporation elections, 1031 exchanges, and cost segregation often take center stage. However, one of the most potent tax advantages in the Internal Revenue Code remains surprisingly underutilized: Qualified Small Busine...

08/25/2026

Most business owners think about taxes in one of two ways: either as a once-a-year compliance task, or as an ongoing strategy that supports cash flow and long-term goals. Tax preparation is the first category. It’s essential, but it’s backward-looking—organizing records, filing returns, and co...

08/21/2026

Rising Tides: 2026 BBF State Conference 🌊

Saturday, August 29, 2026

Workshop: Understanding Add-backs: Financial Recasting for Sellers, Buyers, and Advisors
Presenter: Roman Basi

9:00AM - 10:00AM

08/19/2026

When tax season ends, most business owners file away their documents and turn their focus entirely back to daily operations. While staying on top of day-to-day revenue is critical, viewing financial and tax strategy as a once-a-year event leaves significant money—and security—on the table. Strat...

08/18/2026