News & Insights

Delaware Trade, Business & Fictitious Name Change Registration Changes for February 2026
The administration of Trade, Business & Fictitious Names (“DBA”) registrations in Delaware will be transitioning as of February 2nd , 2026. DBA Registrations will now

Navigating U.S. Tax Residency and Transfer Taxes
Making sense of U.S. taxes is no small feat—especially when you’re living across borders, juggling green cards, dual citizenships, and tax treaties. Whether you’re a

Basswood Counsel Partner Brings Legal Experience to DC Youth Orchestra Program
Jephte Lanthia has been appointed to the board of directors of DC Youth Orchestra Program (DCYOP), a nonprofit organization dedicated to providing music education to

U.S. Transfer Certificate Requirements for Estates of Nonresident Citizens and Nonresident Aliens
Settling an estate of a loved one is a daunting task, as navigating the estate tax rules in the US can be unfamiliar and challenging

Understanding the Role of Investment Advisors in Dynasty Trusts
Investment advisors play a critical role in managing the long-term success of dynasty trusts, which often hold a significant portion of a high-net-worth individual’s estate.

Understanding Transfer Pricing: Key Principles and Strategic Insights for Multinational Tax Compliance
The operating units of a multinational corporation usually engage in a variety of intercompany transactions. For example, a U.S. corporation may sell its manufactured products

Why Trust Protectors Matter: Key Role in Dynasty Trusts and High-Net-Worth Estate Planning
High Net-Worth Individuals will typically have a sophisticated estate plan given the size of their estate and uniqueness of their assets; this often includes a

The Strategic Use of Directed Trusts in High-Net-Worth Estate Planning
Directed trusts offer high-net-worth individuals greater flexibility and control in estate planning by allowing trusted advisors to oversee investment and distribution decisions. This structure separates

Why Small to Midsize Businesses (SMBs) Need Specialized Tax Guidance
It has been our experience that business owners of SMBs do not get the attention required from their professionals and are confused as to their