Basi, Basi, Henson, Dunning & Associates

Basi, Basi, Henson, Dunning & Associates Basi, Basi, Henson, Dunning, & Associates

10/08/2026

Tax planning is changing quickly as families and business owners respond to inflation, evolving deductions, and new deadlines. A proactive review can help you avoid surprises and make more confident financial decisions before the year ends.Why Tax Planning Matters More Right NowMany taxpayers wait u...

10/07/2026

AZBBA October Monthly Meeting

Join the AZBBA on Thursday, October 8, from 9:00 AM to 11:00 AM for "Insights for Today’s Business Broker." This month’s meeting will cover two topics that are particularly relevant to the current business brokerage environment.

Mallory Reis from Edward Jones will discuss how business brokers and financial advisors can collaborate effectively before the sale. Additionally, Roman Basi from The Center for Financial, Legal, & Tax Planning, P.C. will present on AI, Quality of Earnings (Q of E), and the new SBA Standard Operating Procedures (SOP) that brokers need to be aware of.

The meeting will take place at Arizona Escrow & Financial – The Madison, located at 5353 N. 16th St., 2nd Floor, Phoenix, AZ 85016.

10/06/2026

Start with Organized RecordsTax planning is more than a once-a-year task. A thoughtful plan helps you make informed decisions year-round, avoid avoidable surprises, and keep your financial goals on track. Whether you are an individual, a family, or a business owner, the right strategy begins with un...

10/02/2026

Roman is excited to announce that he will be speaking at the 5th Annual Pizza Tomorrow Summit and the 55th Annual Florida Restaurant Show, taking place from October 25 to 27 at the Orange County Convention Center! If you're a chef, restaurant operator, or foodservice professional, this is an event you won't want to miss. You can register for FREE (a $99 value) using my complimentary registration code: SPGUEST. We hope to see you there as we explore the latest trends and innovations shaping our industry. See you in Orlando!



Florida Restaurant Show

10/01/2026

For many businesses, tax compliance is no longer a routine administrative task—it is a major operating expense. Estimates now place the annual cost of complying with the federal tax code above $544 billion. That figure includes the time, software, professional services, recordkeeping, and disrupti...

09/24/2026

Running a small business comes with plenty of responsibilities, but it also offers valuable opportunities to reduce your taxable income. Tax deductions allow you to subtract eligible business expenses from your revenue before calculating taxes. The result can be a lower tax bill and more cash availa...

09/22/2026

Retirement planning often feels like a distant promise: save consistently, hope the market cooperates, and wait for some perfect age to arrive. But retirement is not determined by age alone. It is shaped by the relationship between your spending, your savings, your taxes, and the income your money c...

Marion, IL Chamber of Commerce golf scramble ⛳️🏌🏼‍♀️🏌🏼‍♂️
09/18/2026

Marion, IL Chamber of Commerce golf scramble ⛳️🏌🏼‍♀️🏌🏼‍♂️

09/17/2026

The Florida Restaurant Show focuses on serving a refocused restaurant and foodservice industry. Keep your customers happy and your bottom line healthy with foodservice and restaurant strategies from our educational program, the latest foodservice products and equipment from restaurant suppliers. ...

Address

4501 West DeYoung Street, Suite 200
Marion, IL
62959

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16189970479

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