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.
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.
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.
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.
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.
As the U.S. positions itself as a global leader in crypto and fintech, regulatory clarity has become a central theme. In this episode, we examine what recent policy shifts mean for innovation, investor protection, and companies building in the digital asset ecosystem.
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.
In M&A, process and people matter as much as price. This episode explores why assembling an experienced advisory team early can make or break a transaction.
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.
