Can the U.S. effectively balance innovation with investor protection in crypto?

Jephte Lanthia and Rudo Mugwagwa explore the GENIUS Act, shifting SEC priorities, and the roles of key agencies such as the SEC and CFTC in shaping crypto regulation. They break down what the new rules mean for businesses, investors, and fintech industry.

This episode is a must-listen for investment managers, advisors, fund administrators, business leaders, and investors looking to navigate today’s rapidly evolving digital asset landscape.

Disclaimer: This podcast is for informational purposes only and does not constitute legal advice. Listening to this podcast does not create an attorney–client relationship. For advice on your specific situation, please reach out to the Basswood Counsel team or consult a qualified attorney.

From expanded deductions and extended rate cuts to new credits and planning strategies, Gina Lee, Renee Tiun, and Chris Klug walk us through what individuals and families need to know under the One Big Beautiful Bill Act (OBBBA).

This episode walks us through major updates including:

• Permanent individual income tax rate cuts and marriage penalty relief
• Enhanced standard deductions and planning strategies for itemized deductions
• Changes to the child tax credit, dependent care credit, adoption credit, and 529 plans
• New provisions like the “Trump Account,” car loan interest deduction, and charitable giving updates
• AMT adjustments, estate and gift tax exemption increases, and remittance transfer rules
• Permanent revival of Qualified Opportunity Zones and much more

Whether you're a U.S. citizen, green card holder, or tax planner, this episode offers practical guidance to help individuals navigate the ACT and avoid unexpected tax consequences. Tune in for a discussion on the most significant changes—and gain practical insights to help navigate tax planning under the new law.

Disclaimer:

This podcast is for informational purposes only and does not constitute legal advice. Listening to this podcast does not create an attorney–client relationship. For advice on your specific situation, please reach out to the Basswood Counsel team or consult a qualified attorney.

In this episode, Chris Klug and Gina Lee break down how the One Big Beautiful Bill Act (OBBBA) introduces significant changes for U.S. businesses. From expanded business tax deductions to updated compliance rules, they discuss what companies need to know to stay ahead. Tune in for insights on business tax planning under the OBBBA.

Disclaimer:

This podcast is for informational purposes only and does not constitute legal advice. Listening to this podcast does not create an attorney–client relationship. For advice on your specific situation, please reach out to the Basswood Counsel team or consult a qualified attorney.

Hazvinei Mugwagwa takes a closer look at the critical role of preparation and planning in a successful M&A transaction. Haz highlights why assembling the right advisors—from lawyers to accountants to bankers—can make or break a deal. From letters of intent to confidentiality agreements, this episode explores how early decisions shape the success or failure of the deal.

Disclaimer: This podcast is for informational purposes only and does not constitute legal advice. Listening to this podcast does not create an attorney–client relationship. For advice on your specific situation, please reach out to the Basswood Counsel team or consult a qualified attorney.

Gina Lee and Christopher Klug break down the U.S. Exit Tax and what it means for citizens and long-term green card holders considering expatriation. They walk through the key tests that determine “covered expatriate” status, the mechanics of the mark-to-market regime, and strategies for mitigating unintended tax consequences. Whether you're planning your exit or advising someone who is, this episode offers essential insights on managing high-stakes tax decisions with long-term implications.

Disclaimer: This podcast is for informational purposes only and does not constitute legal advice. Listening to this podcast does not create an attorney–client relationship. For advice on your specific situation, please reach out to the Basswood Counsel team or consult a qualified attorney.

On April 21, 2025, Paul S. Atkins was sworn into office as the 34th Chairman of the Securities and Exchange Commission. Basswood Counsel attorneys Jephte Lanthia and Haz Mugwagwa sat down to discuss the current regulatory landscape for market participants, including investors, the crypto industry, the IPO market, and private funds, and what to expect under the Atkins chairmanship.

Disclaimer: This podcast is for informational purposes only and does not constitute legal advice. Listening to this podcast does not create an attorney–client relationship. For advice on your specific situation, please reach out to the Basswood Counsel team or consult a qualified attorney.

Good governance is about being intentional in establishing an effective organization, pulling together various components and resources to complete tasks and monitoring their progress to make adjustments. Implementing or adopting AI is no different from any other strategic undertaking, so it should be on the Board’s agenda.

Tune in to the premiere episode of Under the Basswood Tree Podcast.

Disclaimer: This podcast is for informational purposes only and does not constitute legal advice. Listening to this podcast does not create an attorney–client relationship. For advice on your specific situation, please reach out to the Basswood Counsel team or consult a qualified attorney.