U.S. Tax Sourcing Rules: How to Determine Where Income Is Taxed
Sourcing rules answer a simple but critical question: where is your income actually earned for tax purposes?
Christopher Klug
April 27, 2026
FBAR and FATCA – Filing Pitfalls, Thresholds, and Practical Tips
In Part 2 of our FBAR and FATCA series, Rudo Mugwagwa and Gina Lee move from understanding the rules to addressing where filings most often break down and how to avoid those issues.
Lyne Ramos
February 20, 2026
FBAR and FATCA Explained – Understanding the Differences and Overlap
This episode discusses the FBAR and FATCA frameworks, common misunderstandings, and the consequences of getting compliance wrong.
Lyne Ramos
February 20, 2026
Coming to America (Part 2): Key U.S. Tax Considerations
Entering the U.S. market involves far more than forming an entity- it requires thoughtful planning across incentives, compliance, and exit strategy. In this episode, Chris Klug and Gina Lee unpack the federal, state, and cross-border tax considerations non-U.S. businesses must address once U.S. operations begin.
Lyne Ramos
February 9, 2026
Podcast
What Really Happens in an M&A Deal?
From first contact to post-closing integration, M&A transactions demand structure, foresight, and resilience. In this episode, we explain how understanding the process helps owners navigate risk, timing, and negotiation more effectively.
Lyne Ramos
January 26, 2026
Podcast
Coming to America: Structuring Your U.S. Expansion
For non-U.S. companies, the decision to operate in the U.S. is as much a tax decision as a business one. In this episode, we break down how footprint, structure, and financing choices shape U.S. tax exposure from day one.
Lyne Ramos
January 26, 2026
Podcast
A Year of Change: Navigating New Rules in Securities, Crypto, and Financial Markets
A year of regulatory change has reshaped how businesses approach securities, fintech, and digital assets in the U.S. In this anniversary episode, Hazvinei Mugwagwa and Jephte Lanthia reflect on what shifted, where clarity emerged, and why adaptability is now a core business skill.
Lyne Ramos
January 26, 2026
Podcast
From Tax Cuts to New Opportunities: Key Highlights of the One Big Beautiful Bill Act
The One Big Beautiful Bill Act introduces significant and permanent changes that reshape tax planning for both individuals and businesses. In this episode, Chris Klug and Gina Lee walk through the most impactful provisions and explain where timely planning can preserve value.
Lyne Ramos
January 26, 2026
Podcast
One Year Under the Basswood Tree: Reflecting on Partnership, Purpose, and Growth
What does it mean to redefine success in the practice of law? In this anniversary episode, Basswood’s founders discuss their values, the story behind the Basswood name, and why true partnership guides how they work with clients.
Lyne Ramos
January 26, 2026
Podcast
Succession Planning: Preparing Your Business for What’s Next
Most business owners don’t realize how closely succession planning, estate planning, and exit strategy are connected. In this episode, we walk through what business succession planning really involves and why proactive planning matters.
Lyne Ramos
January 26, 2026
Podcast
The AI + AML Dilemma: What Crypto Adoption Really Means for Compliance
As crypto adoption accelerates, AML compliance is evolving just as quickly. In this episode, we discuss how compliance professionals and institutions are navigating fraud risk, evolving investor behavior, and a rapidly changing AML landscape.
Lyne Ramos
January 26, 2026
Podcast
The AI Dilemma in AML: Game-Changer or a Governance Minefield?
The promise of AI in AML lies in speed, scale, and insight, but the pitfalls are equally real. In this episode, we discuss how financial institutions can responsibly integrate AI into compliance programs without losing transparency, judgment, or control.
Lyne Ramos
January 26, 2026