Discover Your Financial Potential

CRAFTING SOLUTIONS FOR

Each & Every FINANCIAL NEED.

From initiating your retirement journey to exploring our customized in-house fund strategies, we guide you through every step of your financial life.

Tony Pacione

Managing Partner

Guiding You Through Every Chapter

Financial Insights For Life's Moments

From the excitement of starting a new venture to the joy of family growth or the sophistication of managing digital wealth, our tailored advice evolves with you. Select the persona below that best describes your current journey to discover financial strategies crafted for your life's specific chapters.

Your Journey

Life’s Special Chapters

Starting a Family

Getting Promoted

Retiring

For the Entrepreneur

Exploring Crypto

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You & Your Journey

Whatever your circumstances or dreams, whether you're taking a conventional path or forging your own way, your financial journey is uniquely yours.

How We Help You:

Tailored Financial Planning: Customized advice designed to help you achieve your life's goals and experience every milestone with financial success.
Adaptable Wealth Management: Dynamic strategies that grow with you, through every twist and turn of life.
Technology at Your Service: Innovative tools and platforms that offer you convenience and control over your financial future.
Educational Empowerment: Resources and guidance that equip you to make informed decisions at every step.
Accessible Investment Opportunities: Investment advice that's not just for the wealthy but for anyone seeking to secure their financial well-being.

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Growing Family

The joys and responsibilities of a growing family requires careful planning to ensure every new member's future is as bright as can be.

How We Help You:

Foundational Financial Planning: Building a strong financial foundation for families, covering education, homeownership, and more.
Wealth Management: Proactive strategies that seek to protect and grow family wealth, adapting to changing needs.
Educational Funding: Expert guidance on college savings and scholarship strategies for future education costs.
Insurance Review: We analyze your life and health insurance needs to determine your ideal coverage and prevent overpayment of premiums.
Estate Planning: We help preserve your legacy and help ensure your estate gets treated exactly as you desire.

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Guiding Your Entrepreneurial Spirit

As an entrepreneur, your financial framework should be as innovative and forward-thinking as your ideas.

How We Help You:

Strategic Financial Architecture: Custom financial plans that serve as the foundation of your endeavors, allowing you to focus on growth and innovation.
Equity and Capital Management: Guidance on managing business equity and capital, ensuring your financial assets work in tandem with your business goals.
Fiscal Agility: Responsive and flexible financial strategies to keep pace with the rapid changes and demands of the business world.
IPO and ESOP Strategy: Streamlining the management of public offerings and employee equity plans to complement your financial goals.
Protective Measures: Safeguarding your company with mitigation strategies against market volatility and business risks.

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For Families with Unique Considerations

Financial planning with a special needs family member requires a thoughtful, dedicated approach to ensure stability and care for the long term.

How We Help You:

Specialized Trust Planning: Establishing secure trusts to provide for your loved one's future without compromising eligibility for essential benefits.
Lifetime Care Strategy: A comprehensive financial plan to address the long-term needs and care for family members with special needs.
Estate Coordination: Aligning your estate plans to protect the financial wellbeing of your entire family, with special consideration for your loved one.
Government Benefit Navigation: Expertise in leveraging government programs and benefits that are vital to your family's financial plan.
Life-Stage Transitioning: We chart a financial course that changes with your special needs family member’s life journey.

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For the Ambitious Climber

As you ascend the career ladder, your financial portfolio should scale with your growing success, accommodating new opportunities and increased wealth.

How We Help You:

Compensation Growth Management: Strategies to optimize and manage increased earnings and benefits as your professional status rises.
Investment Diversification: Tailoring your portfolio to match the sophistication of your evolving career and financial status.
Retirement Strategy Scaling: Adjusting your retirement planning to reflect your career advancements and the corresponding financial implications.
Equity and Options Planning: Advising on the potential impacts of stock options and equity compensation as part of your wealth.
Asset Protection and Expansion: Proactive measures to protect and expand your growing assets, keeping pace with your career trajectory.

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For Those Nearing or In Retirement

Transition into retirement with a strategy that secures your comfort and longevity, ensuring a smooth shift from earning to enjoying your income.

How We Help You:

Medical Cost Management: Navigating healthcare expenses to protect your wealth from unexpected medical costs.
Strategic Withdrawal Planning: Structured withdrawal strategies that maximize your nest egg's longevity while minimizing tax impact.
Social Security Maximization: Analysis and timing strategies to optimize your social security benefits.
Longevity Risk Mitigation: Tailoring your financial plan to address the risk of outliving your assets.
Estate and Legacy Structuring: Comprehensive estate planning to preserve your legacy and ensure your wishes are fulfilled.

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For the Crypto Enthusiast

Your passion for cryptocurrency requires a financial plan that understands the unique nature of digital assets and the opportunities they present.

How We Help You:

Crypto Asset Allocation: Balancing your investment portfolio with crypto assets to optimize potential returns while managing risk.
Digital Estate Planning: Ensuring your digital assets are properly accounted for in your estate plan with secure, clear directives.
Tax Compliance and Optimization: Navigating the complexities of cryptocurrency taxation to ensure compliance and tax efficiency.
Crypto-Related Risk Management: Providing strategies to protect your investments from the volatility and security risks inherent in crypto markets.
Integrative Financial Planning: Incorporating your crypto assets into a comprehensive financial plan that supports all your wealth-building goals.

Wealth Management

Integrated planning for investment, tax, and retirement, designed to craft a resilient and prosperous financial future.

Tax Planning

Strategically minimize tax burdens while maximizing benefits with expert guidance tailored to your financial landscape.

Start Up Investing

Specialized support for start-up investments, balancing potential risks and rewards to propel innovative growth.

Alternative Assets

Explore diverse investment options with alternative assets that offer unique potential for portfolio enhancement.

Special Needs Planning

Dedicated financial strategies to ensure stability, security, and dignity for those with special needs in our lives.

WHO WE ARE

ACHIEVING YOUR GOALS, The Gasima Way

Gasima is a tight-knit team of financial professionals who believe every American deserves customized financial advice using advanced technologies and innovative strategies.

Whether you’re navigating a life transition or striving for your next milestone, discover how the Gasima Way provides clarity, confidence, and customized strategies tailored to your every financial chapter.

We pride ourselves on offering customized solutions to ease any financial matter causing stress, concern, or uncertainty.

We’re not a faceless financial firm, and you’re not just a number. We’re always a phone call or email away, whenever you need us.

We have decades of investment experience and strive to deliver excellent performance for the best possible outcomes.

OUR PROCESS

Fundamental Practices - The 3 "P"s

With 50 years of expertise and innovative planning techniques, Gasima provides superior performance, tailored insights, and unparalleled customer service for every chapter of your financial journey.

Planning

Every outcome is prepared for and analyzed. We are available 24/7 for all your financial-related matters

Portfolio Construction

Investments are carefully structured to optimize risk-reward outcome and liquidity

Performance

The Team conducts rigorous research analysis seeks to uncover great investment opportunities

ABOUT

Our Team of Financial Experts

With over 50 years of combined experience in wealth management and risk analysis, we can guide you through every financial phase.

Tony Pacione

Managing Partner

Matt Yu

Co-Head of Private Investments, Head of Capital Markets

TESTIMONIALS

What Our Clients are
Saying About Us

I can’t express enough how grateful I am to have found Josh Pisa and his exceptional team at Basetax in Sarasota, Florida. As a day trader, navigating the complexities of tax obligations can be daunting, but Josh’s profound understanding of the intricacies of the tax code and his tailored approach to each client’s needs made the process seamless and stress-free.

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FREQUENTLY ASKED QUESTIONS

Essential Insights
For Informed Decisions

Understanding Tax Compliance

Discover how compliance minimizes risk and enhances efficiency.

Benefits of Strategic Tax Planning

Learn how tax planning reduces liability and gives a stronger overall financial strategy.

The Role of Outsourced Accounting

See how outsourced accounting streamlines operations and fosters business growth.

Wealth Management Essentials

Discover wealth management that secures your future with customized investment strategies.

How can Base Tax help me save on taxes?

Our tax strategies are designed to identify all applicable deductions and credits to minimize your tax liability and maximize potential savings.

What makes Base Tax different from other tax service providers?

Base Tax stands out with our integrated approach, combining in-depth tax expertise with personalized financial advice, ensuring that every financial decision supports your overall tax and wealth management goals.

Is Base Tax equipped to handle complex financial situations?

Absolutely. Our team is well-versed in managing complex financial scenarios, from intricate business structures to diverse investment portfolios, ensuring comprehensive management and strategic planning.

Why is personalized tax service important?

Personalized tax services ensure that every aspect of your financial situation is considered, leading to better-informed decisions, more effective tax savings, and strategies that reflect your specific goals.

Discover Your Financial Potential

CRAFTING SOLUTIONS FOR

Each & Every FINANCIAL NEED.

Tony Pacione

Tony Pacione

Guiding You Through Every Chapter

Financial Insights For Life's Moments

Your Journey

Life’s Special Chapters

Starting a Family

Getting Promoted

Retiring

For the Entrepreneur

Exploring Crypto

You & Your Journey

Whatever your circumstances or dreams, whether you're taking a conventional path or forging your own way, your financial journey is uniquely yours.

How We Help You:

Growing Family

The joys and responsibilities of a growing family requires careful planning to ensure every new member's future is as bright as can be.

How We Help You:

Guiding Your Entrepreneurial Spirit

As an entrepreneur, your financial framework should be as innovative and forward-thinking as your ideas.

How We Help You:

For Families with Unique Considerations

Financial planning with a special needs family member requires a thoughtful, dedicated approach to ensure stability and care for the long term.

How We Help You:

For the Ambitious Climber

As you ascend the career ladder, your financial portfolio should scale with your growing success, accommodating new opportunities and increased wealth.

How We Help You:

For Those Nearing or In Retirement

Transition into retirement with a strategy that secures your comfort and longevity, ensuring a smooth shift from earning to enjoying your income.

How We Help You:

For the Crypto Enthusiast

Your passion for cryptocurrency requires a financial plan that understands the unique nature of digital assets and the opportunities they present.

How We Help You:

Wealth Management

Tax Planning

Start Up Investing

Alternative Assets

Special Needs Planning

WHO WE ARE

ACHIEVING YOUR GOALS, The Gasima Way

OUR PROCESS

Fundamental Practices - The 3 "P"s

Planning

Portfolio Construction

Performance

ABOUT

Our Team of Financial Experts

Tony Pacione

Matt Yu

TESTIMONIALS

What Our Clients areSaying About Us

Let's talk about beginning your financial success story!

FREQUENTLY ASKED QUESTIONS

Essential InsightsFor Informed Decisions

Understanding Tax Compliance

Benefits of Strategic Tax Planning

The Role of Outsourced Accounting

Wealth Management Essentials

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Send us an email!

Disclosures

Thank You for Booking!

Thank You for Booking!

What Our Clients are
Saying About Us

Essential Insights
For Informed Decisions