Chris Klug and Meritxell Mont compare U.S. and Spanish business entity structures and discuss tax, liability, and operational considerations for companies expanding between the two countries.

Choosing a U.S. business structure involves legal, tax, state-level, and cross-border considerations. Chris Klug and Meritxell Mont discuss LLCs, corporations, tax classification, and international coordination.

U.S. expansion for Spanish companies can involve both federal requirements and state-specific legal, tax, and employment considerations. This conversation explores how businesses can approach those issues when planning their U.S. operations.

Expanding a U.S. company into Spain involves more than forming an entity. The conversation considers employment costs, VAT, accounting, transfer pricing, and the importance of coordination among U.S. and Spanish advisers.

What should a U.S. company consider before entering Spain? This episode examines market-entry planning, employment requirements, local presence, and other issues businesses may encounter when expanding into the Spanish market.

Corporate domestication allows certain businesses to relocate their legal domicile without necessarily dissolving the existing entity. This episode examines the tax, legal, and regulatory considerations that should be evaluated before making that decision.

This episode examines U.S. tax obligations for citizens, green card holders, and other U.S. persons with income or assets outside the United States. Topics include foreign tax credits, FBAR, FATCA, foreign entities, and prior-year compliance.

Compliance does not end after registration. In Part 2 of this broker-dealer compliance series, Jephte Lanthia and Erik Dolan explore the ongoing regulatory, operational, and supervisory responsibilities that broker-dealers face, from Regulation BI and advertising oversight to examinations, vendor management, and AI-assisted compliance tools.

From FINRA registration and WSPs to capital requirements and supervision systems, this episode explores the foundational side of broker-dealer compliance.

From governance structures and reporting standards to diaspora investment and institutional readiness, this conversation examines the practical realities behind attracting long-term capital.

Estate planning is not just about preparing documents. It is about helping families make informed decisions before difficult moments arise.

When do foreign investors become subject to U.S. tax? This conversation explores how activities, structure, and timing determine whether income is taxed—and how to plan ahead.

Sourcing rules answer a simple but critical question: where is your income actually earned for tax purposes?

Transfer pricing is not about finding a perfect number. It is about building a defensible position grounded in data, comparability, and how your business actually operates.

Estate planning often begins with a simple question: should your plan be centered around a will or a trust? This conversation explores how the two structures differ, how probate fits into the process, and why thoughtful planning helps ensure assets transfer as intended.

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.

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.

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.

The appointment of a new SEC Chairman often signals more than a leadership change – it sets the tone for regulatory priorities ahead. In this episode, we examine how Chairman Paul Atkins’ approach may influence enforcement, rulemaking, and capital formation across public and private markets.

AI has the power to amplify both strengths and weaknesses within an organization. In this conversation, we discuss why boards must actively engage with AI – setting guardrails, governance frameworks, and leadership structures to manage risk and unlock value.