Under the Basswood Tree Podcast

Bringing you the latest updates and analysis of important legal developments in corporate and tax. Our podcast delves into discussions around complex laws and regulations, tackles challenging scenarios, and provides insights to help you understand and navigate the ever-changing legal and commercial landscape.

Under the Basswood Tree Podcast is a business podcast hosted by Basswood Counsel, with 19 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Basswood Counsel hosts Under the Basswood Tree Podcast, a business show with 19 episodes published.

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  Under the Basswood Tree Podcast

  The Strategic Importance of Estate Planning

  Mar 2, 202620 minS0

  <p>Season 2 Episode 05:</p> The Strategic Importance of Estate Planning 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. <p>Many people believe estate planning begins and ends with a will. In reality, it involves aligning assets, debts, business interests, retirement planning, and tax implications into a cohesive strategy. This episode explores the pitfalls of DIY or incomplete planning and explains how a coordinated, pe...

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  Episode #4

  FBAR and FATCA - Filing Pitfalls, Thresholds, and Practical Tips

  Feb 16, 20269 minS2

  FBAR and FATCA compliance doesn’t start at the filing deadline, it starts with early planning. 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. For U.S. persons with foreign accounts, global families, financial institutions, and compliance teams, this episode highlights filing thresholds, documentation practices, certifications, and why proactive coordination is critical to avoiding penalties, delays, and unnecessary follow-up during the reporting cycle. Disclaimer: This podcast is for informational purposes only and does not constitute legal ad...

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  Episode #3

  FBAR and FATCA Explained – Understanding the Differences and Overlap

  Feb 9, 202623 minS2

  In this episode of the Under the Basswood Tree podcast, Basswood Counsel attorneys Rudo Mugwagwa and Gina Lee explain two U.S. cross-border reporting regimes that are often confused: FBAR and FATCA. The discussion breaks down what each regime is designed to do, how they differ, where they overlap, and why many taxpayers and institutions struggle to understand how the rules fit together. The episode also clarifies who is required to file, what types of accounts and assets are reportable, and why FBAR and FATCA compliance extends beyond simply filing a U.S. tax return. This is Part 1 of a...

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  Episode #2

  Coming to America (Part 2): Key U.S. Tax Considerations

  Feb 2, 202629 minS2

  In this episode of the Under the Basswood Tree podcast, Chris Klug and Gina Lee continue the Coming to America series with a focused look at the U.S. tax considerations non-U.S. businesses face once operations begin. They walk through key issues to evaluate- from federal and state incentives to transfer pricing, treaty benefits, real estate considerations, and exit planning. The conversation highlights why viewing U.S. expansion through a global lens and planning early can help avoid costly missteps while positioning the business for long-term, sustainable growth. Disclaimer: This podcast is for informational purposes only and does not...

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  Episode #1

  S2 Ep. 1: What Really Happens in an M&A Deal.

  Jan 26, 2026—S2

  <p>Hazvinei Mugwagwa continues the Talking M&A series with a practical walkthrough of the M&A transaction process—from early discovery and letters of intent to due diligence, closing, and post-transaction integration.</p><p><br /></p><p>Designed for founders, business owners, and executives, this conversation demystifies what really happens behind the scenes and why early planning matters. Hazvinei explores common pitfalls around NDAs, term sheets, due diligence readiness, transaction structures, and post-closing obligations, while highlighting the emotional and operational realities that often catch sellers off guard.</p><p><br /></p><p>Disclaimer:</p><p>This podcast is for in...

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