Under the Basswood Tree Podcast

About 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.

Publisher

Basswood Counsel

Category

business · business · business

Language

en

Explicit

No

First episode

8 Jan 2025

Latest episode

7 Oct 2026

Latest episodes

50 episodes in the feed.

1. 

   7 Oct 2026

   Cross-Border Business U.S. and Spain: Types of Entities and Structuring Options

   Season 2 Episode 19: Cross-Border Business U.S. and Spain: Types of Entities and Structuring Options 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. Watch on YouTube (https://youtu.be/yeOPE59mrRs) Choosing a business structure for international expansion requires considering how that entity will be treated in more than one jurisdiction. In this episode of Under the Basswood Tree podcast, Basswood Counsel’s Chris Klug and Meritxell Mont discuss entity selection for companies expanding between the United States and Spain. They compare Spanish SL and SA structures with U.S. LLCs and corporations and examine how entity classification, taxation, liability protection, operations, and future plans may influence the decision. The conversation also highlights differences between U.S. state-based entity laws and Spain’s national corporate framework. This episode may be relevant to businesses and investors considering U.S.-Spain cross-border operations. Podcast highlights you shouldn’t miss: Key differences between Spanish SL and SA entities U.S. LLC and corporate structures and tax classification How U.S. and Spanish authorities may view foreign entities differently Operational, tax, and liability considerations when expanding across borders Why coordination among legal, tax, and accounting advisers in both jurisdictions matters (https://basswoodcounsel.com/meet-your-team/about-christopher-klug/) Host: Chris Klug (https://basswoodcounsel.com/meet-your-team/about-christopher-klug/) Chris is a trusted attorney with extensive experience in taxation, corporate planning, mergers and acquisitions, and estate planning. He guides clients through complex tax matters to deliver practical solutions. (https://www.linkedin.com/in/meritxellmont/) Guest: Meritxell Mont (https://www.linkedin.com/in/meritxellmont/) Meritxell is a Spanish lawyer specialized in legal and tax advice to companies with a strong international focus. She has experience working with multinationals from different sectors on their corporate implementation in the Spanish market, as well as supporting them in their internationalization processes in other countries. In addition, she is in charge of the international business development of the firm, as well as the Manager of the Barcelona office of Capital Auditors and Consultants. If this episode resonates with what you’re working through, contact info@basswoodcounsel.com. We’ll help you bring clarity to the key decisions, risks, and priorities, with the right support across our complementary practice areas. Share: More Podcasts Cross-Border Business U.S. and Spain: Types of Entities and Structuring Options 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. U.S. Business Structures: Legal and Tax Choices Across Borders 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. Structuring U.S. Expansion for Spanish Companies 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. Choosing the Right Structure for U.S. Expansion into Spain 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 Spain as a Gateway to Europe: Planning a U.S. Expansion 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. Moving a Company to Another State: Understanding Corporate Domestication 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 Do U.S. Persons Abroad Still Need to File Taxes? 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, Part 2: Broker Dealer Compliance Deep Dive: Beyond Registration — Operations, Marketing, AI, Reg BI, and Ongoing Oversight 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, Part 1: Broker Dealer Compliance Deep Dive: Regulatory Foundation — Registration, WSPs, Capital Requirements, and FINRA Approval From FINRA registration and WSPs to capital requirements and supervision systems, this episode explores the foundational side of broker-dealer compliance. Beyond Returns: Investor Confidence & Governance, A Zimbabwe Perspective 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 Explained: The Documents, Decisions, and Conversations That Matter Estate planning is not just about preparing documents. It is about helping families make informed decisions before difficult moments arise. U.S. Tax Rules for Foreign Investors: U.S. Trade or Business & ECI Explained 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. 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? Transfer Pricing Explained: Getting It Right Across Borders 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 Explained: When a Will Is Enough and When a Trust Makes Sense 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 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 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 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. 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 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 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 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 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 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 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 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 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 Playing Catch-up: America’s Regulatory Sprint for Crypto Leadership 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 How the One Big Beautiful Bill Act Affects Individuals 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, How the One Big Beautiful Bill Act Affects Businesses 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 Building Your M&A Team 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. US Exit Tax, Covered Expatriates, and Planning Ahead: A Legal and Tax Perspective 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 Basswood Counsel Discusses New SEC Chairman 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 AI & Corporate Governance 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, Send Us A Message Full Name Phone Email Send The post Cross-Border Business U.S. and Spain: Types of Entities and Structuring Options (https://basswoodcounsel.com/podcast/cross-border-business-us-spain-entity-structuring/) appeared first on Basswood Counsel (https://basswoodcounsel.com).

2. 

   22 Sept 2026

   U.S. Business Structures: Legal and Tax Choices Across Borders

   Season 2 Episode 18: U.S. Business Structures: Legal and Tax Choices Across Borders 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. Watch on YouTube (https://youtu.be/hXc1_LpVkK0) Choosing a U.S. business structure involves more than deciding which legal entity to form. In this episode of Under the Basswood Tree, Basswood Counsel partner Chris Klug and Meritxell Mont, a corporate attorney and tax advisor with Capital Auditors and Consultants, discuss U.S. entity structures and their tax treatment in the context of international expansion. They examine LLCs, corporations, branches, federal and state taxation, corporate formalities, and tax treaties. The conversation also considers why a structure that works from a U.S. perspective may have different consequences in another jurisdiction. The episode is particularly relevant to international companies, investors, and business owners considering U.S. operations or investment. Podcast highlights you shouldn’t miss: How U.S. legal entities and tax classifications differ LLCs, corporations, and branch structures Federal and state tax considerations The role of tax treaties Why cross-border adviser coordination matters (https://basswoodcounsel.com/meet-your-team/about-christopher-klug/) Host: Chris Klug (https://basswoodcounsel.com/meet-your-team/about-christopher-klug/) Chris is a trusted attorney with extensive experience in taxation, corporate planning, mergers and acquisitions, and estate planning. He guides clients through complex tax matters to deliver practical solutions. (https://www.linkedin.com/in/meritxellmont/) Guest: Meritxell Mont (https://www.linkedin.com/in/meritxellmont/) Meritxell is a Spanish lawyer specialized in legal and tax advice to companies with a strong international focus. She has experience working with multinationals from different sectors on their corporate implementation in the Spanish market, as well as supporting them in their internationalization processes in other countries. In addition, she is in charge of the international business development of the firm, as well as the Manager of the Barcelona office of Capital Auditors and Consultants. If this episode resonates with what you’re working through, contact info@basswoodcounsel.com. We’ll help you bring clarity to the key decisions, risks, and priorities, with the right support across our complementary practice areas. Share: More Podcasts U.S. Business Structures: Legal and Tax Choices Across Borders 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. Structuring U.S. Expansion for Spanish Companies 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. Choosing the Right Structure for U.S. Expansion into Spain 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 Spain as a Gateway to Europe: Planning a U.S. Expansion 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. Moving a Company to Another State: Understanding Corporate Domestication 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 Do U.S. Persons Abroad Still Need to File Taxes? 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, Part 2: Broker Dealer Compliance Deep Dive: Beyond Registration — Operations, Marketing, AI, Reg BI, and Ongoing Oversight 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, Part 1: Broker Dealer Compliance Deep Dive: Regulatory Foundation — Registration, WSPs, Capital Requirements, and FINRA Approval From FINRA registration and WSPs to capital requirements and supervision systems, this episode explores the foundational side of broker-dealer compliance. Beyond Returns: Investor Confidence & Governance, A Zimbabwe Perspective 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 Explained: The Documents, Decisions, and Conversations That Matter Estate planning is not just about preparing documents. It is about helping families make informed decisions before difficult moments arise. U.S. Tax Rules for Foreign Investors: U.S. Trade or Business & ECI Explained 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. 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? Transfer Pricing Explained: Getting It Right Across Borders 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 Explained: When a Will Is Enough and When a Trust Makes Sense 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 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 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 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. 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 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 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 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 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 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 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 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 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 Playing Catch-up: America’s Regulatory Sprint for Crypto Leadership 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 How the One Big Beautiful Bill Act Affects Individuals 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, How the One Big Beautiful Bill Act Affects Businesses 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 Building Your M&A Team 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. US Exit Tax, Covered Expatriates, and Planning Ahead: A Legal and Tax Perspective 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 Basswood Counsel Discusses New SEC Chairman 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 AI & Corporate Governance 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, Send Us A Message Full Name Phone Email Send The post U.S. Business Structures: Legal and Tax Choices Across Borders (https://basswoodcounsel.com/podcast/us-business-structures-international-companies/) appeared first on Basswood Counsel (https://basswoodcounsel.com).

3. 

   8 Sept 2026

   Structuring U.S. Expansion for Spanish Companies

   What should a Spanish company consider before expanding into the United States? Basswood Counsel’s Chris Klug and Meritxell Mont of Capital Auditors and Consultants examine the questions businesses may encounter as they enter the U.S. market. Their discussion covers differences among U.S. states, choosing locations for sales and manufacturing, entity structuring, employment and payroll requirements, and potential federal and state tax obligations. They also discussed when a foreign company's activities may raise permanent establishment questions and why state tax exposure can require a separate analysis. This episode is relevant to Spanish and other international businesses evaluating how their operations, workforce, growth plans, and regulatory responsibilities may fit within the U.S. market.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

3,320

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 34 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

28

Social presence

0

YouTube

65

Engagement

32

Contact Under the Basswood Tree Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.