Estate planning is more than drafting a will – it’s about aligning your assets, beneficiaries, and tax strategy into one cohesive plan. In this episode, Chris Klug and Gina Lee explain how thoughtful coordination and ongoing review safeguard both your wealth and your legacy.
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.
This episode discusses the FBAR and FATCA frameworks, common misunderstandings, and the consequences of getting compliance wrong.
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.
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.
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.
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.
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.
OBBBA is not just a policy update – it’s a practical planning roadmap for individuals and families. In this conversation, we explore how the Act affects income taxes, credits, deductions, and long-term financial planning decisions.
From expanded deductions to reinstated incentives, the One Big Beautiful Bill Act reshapes the tax landscape for U.S. businesses. This episode breaks down the key provisions and highlights the planning opportunities and tradeoffs business owners and advisors should be considering now.
Renouncing U.S. citizenship or terminating a green card comes with significant tax consequences that extend well beyond paperwork. This episode breaks down expatriation, covered expatriate status, and the planning considerations that can help mitigate unexpected tax exposure.
