The Center for Financial, Legal & Tax Planning, Inc.
Located in Marion, Illinois
Clearwater Beach, Florida
Tax Planning, Business Succession, Valuation, Buying or Selling a Company - The Center has you covered.
We are Tax Planning Experts
A FIRM BUILT ON
RELATIONSHIPS
The Center for Financial, Legal & Tax Planning, Inc. has offices in Illinois and Florida with satellite offices around the United States
We initiate and develop ongoing relationships with national and regional trade associations, closely-held/family-owned companies, and individuals. Our work follows through the entire project; we analyze each situation, make recommendations, and implement them. We provide a completely unbiased approach to solutions for our clients.
Core competency is Business Valuation, Succession Planning, Tax Planning, and Buying and Selling closely held companies.
SERVICES
PROFESSIONAL SPEAKING
STAFF
The Center for Financial, Legal & Tax Planning, Inc. specializes in nine different areas.
Visit our Services page to
find out more.
Visit our staff page to find out who we are and what we can do for your business.
Are you looking for well recognized, knowledgeable, and dynamic speakers for your business, tax, and financial topics for your local, regional, or national audience?
Dr. Basi and Roman are available!
Visit our Speaking Services page for more information.
Buying or Selling a company? We are experts in all aspects including Valuation, Tax Planning, and Business Succession.
