In this tax-season special episode of the M&A Source Podcast, we delve into the fascinating world of taxes within the mergers and acquisitions space. Our guest, Roman Basi, a seasoned attorney, CPA, and real estate broker, shares invaluable insights into the complexities of taxes affecting M&A transactions. From capital gains adjustments to international tax policies, Roman's expertise sheds light on the myriad ways taxes influence the outcome of business deals.

Roman's journey, from his early days working in his father's real estate company to becoming a leading expert in financial, legal, and tax planning, provides listeners with a unique perspective on the importance of tax knowledge in the M&A industry. His contributions to education and his role as president of the Center for Financial, Legal and Tax Planning underscore the critical intersection of law, accounting, and real estate in successful business transactions.

This episode is a must-listen for M&A advisors, business owners, and anyone interested in the behind-the-scenes tax implications of business mergers and acquisitions. Roman's practical advice and personal anecdotes offer a compelling narrative that demystifies taxes, making them an engaging topic for all.

Key Takeaways:

• The Impact of Taxes on M&A Transactions: Understanding the role of capital gains tax, corporate changes, and international policies in shaping business deals.
• Roman Basi’s Multifaceted Expertise: Insights from a career spanning law, accounting, and real estate, emphasizing the interdisciplinary nature of tax planning.
• Educational Contributions: Roman's dedication to educating professionals and business owners on tax strategies and legal intricacies.
• Personal Journey: A glimpse into Roman's path from managing a family-owned operation to becoming a leading figure in financial and tax planning.
• Practical Advice for M&A Professionals: Strategies for navigating the tax landscape and optimizing transaction outcomes through informed decision-making.