Conversations Under the Basswood Tree
Bringing you the latest updates and analysis of important legal developments in corporate and tax. Our podcast delves into discussions around complex laws and regulations, tackles challenging scenarios, and provides insights to help you understand and navigate the ever-changing legal and commercial landscape.
Episode 3: US Exit Tax, Covered Expatriates, and Planning Ahead: A Legal and Tax Perspective
Gina Lee and Christopher Klug break down the U.S. Exit Tax and what it means for citizens and long-term green card holders considering expatriation. They walk through the key tests that determine “covered expatriate” status, the mechanics of the mark-to-market regime, and strategies for mitigating unintended tax consequences. Whether you’re planning your exit or advising someone who is, this episode offers essential insights on managing high-stakes tax decisions with long-term implications.
Host: Gina Lee
Gina Lee is your trusted guide for U.S. tax law, corporate compliance, and estate planning, providing personalized, strategic counsel to help achieve your financial and personal goals with confidence.
Host: Chris Klug
Chris is a trusted attorney with extensive experience in taxation, corporate planning, mergers and acquisitions, and estate planning. He guides clients through complex tax matters to deliver practical and client-centric solutions.
Episode 2: Basswood Counsel Discusses New SEC Chairman
On April 21, 2025, Paul S. Atkins was sworn into office as the 34th Chairman of the Securities and Exchange Commission. Basswood Counsel attorneys Jephte Lanthia and Haz Mugwagwa sat down to discuss the current regulatory landscape for market participants, including investors, the crypto industry, the IPO market, and private funds, and what to expect under the Atkins chairmanship.
Host: Jephte Lanthia
Jephte Lanthia advises on corporate and securities, fintech, and compliance, assisting fund managers with investments, securities offerings, broker-dealer regulation, and industry compliance matters.
Host: Hazvinei Mugwagwa
Hazvinei approaches deal-making and transactions like soccer, valuing teamwork and achieving success when every participant brings their best effort to deliver optimal outcomes on and off the field.
Episode 1: AI & Corporate Governance
Good governance is about being intentional in establishing an effective organization, pulling together various components and resources to complete tasks and monitoring their progress to make adjustments. Implementing or adopting AI is no different from any other strategic undertaking, so it should be on the Board’s agenda.
Hazvinei Mugwagwa and special guest, Jeffrey Goddard discuss AI and corporate governance in the premiere episode of Under the Basswood Tree Podcast.
Host: Hazvinei Mugwagwa
Hazvinei approaches deal-making and transactions like soccer, valuing teamwork and achieving success when every participant brings their best effort to deliver optimal outcomes on and off the field.
Guest: Jeffrey Goddard
Jeffrey Goddard is a corporate governance specialist with experience at Goldman Sachs, State Street, and as a managing director in corporate services. He also held roles in tourism, focusing on strategy and marketing.