Marsha Laine Dungog

Partner | San Francisco


Secretary Carly Myers

 

Talks

  • Co-presenter, 'US Tax Treatment and Reporting of Cross-Border Pensions and Retirement Plans' - USC 2023 Tax Institute - January 24, 2023

  • Co-presenter, 'Planning for US Persons with Foreign Assets' - Redwood Empire Estate Planning Council in Sonoma, CA - January 4, 2023

  • Co-presenter, 'What Every Estate Planner Needs to Know When Contacted by an Alien' - STEP Silicon Valley - November 16, 2022

  • Co-presenter, 'Controversies: Foreign Trusts and Gifts - Reporting Obligations, Compliance Issues and Challenging Those Egregious Penalties!' - Hawaii Tax Institute 59th Annual In-Person Conference, November 6, 2022

  • Co-presenter, 'Planning with our Neighbors: U.S.-Mexico-Canada a Multinational Case Study' - California Lawyers Association 2022 Annual Tax Meeting, November 4, 2022

  • Co-presenter, 'Tax Treaties for the Estate Planner' - California Lawyers Association 2022 Annual Tax Meeting, November 4, 2022

  • Co-presenter, 'What every estate planner needs to know when contacted by an alien' - Kasner Symposium, September 8, 2022

  • Co-presenter, 'Foreign trusts and gifts - Reporting obligations, compliance issues, and challenging those egregious penalties!' - California Lawyers Association Annual Estate and Gift Tax Conference, July 29, 2022

  • Co-presenter, 'US tax treatment and foreign trust reporting requirements for Canadian TFSAs and Retirement Compensation Arrangements (RCAs)' - California Lawyers Association DC Delegation, May 9 - 11, 2022

  • Co-presenter, 'Tax treatment of inheritances and donations in Mexico, United States and Canada,' La Asociaci√≥n Nacional de Abogados de Empresa (ANADE)' - Baja California's First Tri-national Seminar, February 17, 2022

  • Panelist, 'High net worth wealth transfer - Hot topics,' University of San Francisco Tax Seminar Series: Event 1, January 25, 2022

  • Panelist, 'Spotlight on California: Grow Your Business in the State Where Innovation is Born,' US Commercial Service in Australia and New Zealand and the California Governor's Office of Business and Economic Development joint event, December 1, 2021

  • Co-presenter, 'Tips and Traps (or Hot Topics) in Dealing with International Taxpayers and Reporting,' CalLawyers Taxation Law Section 2021 Annual Meeting of the California Tax Bar and California Tax Policy Conference, November 4, 2021

  • Speaker, 'Hot Topics in Dealing with International Taxpayers and Reporting,' Sacramento Estate Planning Council, October 27, 2021

  • Speaker, 'LLC plus blocker - Australian businesses entering the US market,' Tax Talks Podcast, October 26, 2021

  • Co-presenter, 'Planning for US persons with foreign assets,' San Francisco Estate Planning Council, September 22, 2021

  • Panelist, 'Cross-Border Trusts and Estates: Tax 101,' Andersen in Canada webinar, September 21, 2021

  • Presenter, 'Does mateship really transcend borders? A discussion on U.S. and Australian legal and tax treatment of cross-border assets,' The Tax Institute's 2021 Death... & Taxes Conference, September 16, 2021

  • Co-presenter, 'Cross Border Investing and Planning Techniques - Triumphs and Tragedies II,' CalCPA presentation, August 19, 2021

  • Presenter, 'U.S. and Australian Legal and Tax Treatment of Cross-Border Assets,' Australian Tax Institute panel, August 1, 2021

  • Co-presenter, 'Cross Border Investing and Planning Techniques - Triumphs and Tragedies I,' CalCPA presentation, June 24, 2021

  • Panelist, 'Hot Topics on Dealing with International Taxpayers and Tax Treatises,' California Lawyers Association's Annual Estate and Gift Tax Conference, May 28, 2021

  • Presenter, 'Common cross-border income and estate planning issues when dealing with Canadians and Australians,' San Francisco Tax Club presentation, May 6, 2021

  • Co-presenter, 'US Tax Classification and Reporting Issues with Cross-Border Retirement Plans, Stock Options and Pensions,' STEP Los Angeles - US Taxation of Foreign Pensions, January 21, 2021

  • Co-presenter, 'What's next: 2021 foresight for individuals with US-Asia Pacific ties,' Withers webinar, January 13, 2020

  • Co-presenter, 'What's next: 2021 foresight for individuals with US-transatlantic ties,' Withers webinar, December 16, 2020

  • Presenter, 'Overview of US Estate Tax Regime,' presentation for Australian advisor audience, November 17, 2020

  • Co-presenter, 'Lesson 7: Cross Border Retirement Account Transfers,' Global Financial Planning Institute Master Class in 'US Inbound/Outbound International Financial Planning,' November 12, 2020

  • Co-presenter, 'Lesson 4: Treaties - Tax, Social Security and Estate Taxes,' Global Financial Planning Institute Master Class in 'US Inbound/Outbound International Financial Planning,' October 22, 2020

  • Presenter, 'U.S.-AUS cross-border estate planning,' Victoria Wealth Management webinar, October 8, 2020

  • Co-presenter, ‘Stuck in Lodi When You are From Rome or Timbuktu,” 16th Annual Jerry A. Kasner Estate Planning Symposium, September 25, 2020

  • “People in Tax”, American Bar Association Tax Section (Podcast), July 2020

  • “Crossing Borders with COVID-19”, Tax Yak Podcast (Episode 38), April 9, 2020

  • “What Happens To My International Assets When I Die?” Australian Unity Podcast (Episode 3), March 17, 2020

  • Presenter, “A Dive Down Under and Just Yonder-What Planners Need to Know When Dealing with the IRS”, STEP Victoria, Australia, February 2020

  • “US tax issues: a business perspective”, Tax Yak Podcast (Episode 37), February 20, 2020

  • Presenter, “Cross Border Estate Planning & Administration Challenges for Australians and U.S. Citizens,“ Deakins University (Melbourne) and Victoria Wealth Management, February 2020

  • Presenter, ‘US Tax and Immigration Planning for Australians Acquiring U.S. Citizenship, Green Cards and Non-Immigrant Visas,' STEP Queensland, February 2020

  • Co-presenter, “Taxation of Foreign Pensions: Application of IRC Section 402(b) and Avoiding Penalties for Non-Compliance”, Strafford Seminars, October 30, 2019

  • Presenter, “Canadian Tax Matters of Interest for the International Private Client”, U.S. Commercial Service Breakfast Business Briefing, Calgary, AB, Canada, June 12, 2019

  • Presenter, “How to Handle US Pensions Owned by Canadians”, MGTL University, Mount Royal University, Calgary, AB Canada, May 31, 2019

  • Co-presenter, “U.S. and Canadian Personal Tax Considerations When Moving Across the Border”, 2019 Prairie Provinces Tax Conference & Webcast, Canadian Tax Foundation, Calgary, AB Canada, May 27, 2019

  • Presenter, “When the IRS Goes Down Under: US Worldwide Taxation of Australians with US Connections”, Society of Trusts and Estates Practitioners (STEP) Australia National Conference, Brisbane NSW, Australia, May 15-17, 2019

  • Co-presenter, “Advocating for Exemption of Canadian RESPs and RDSPs from U.S. Foreign Trust Reporting Requirements”, California Lawyers Association - Washington DC Delegation, District of Columbia, United States May 5-7, 2019

  • Co-presenter, “Owning US Property the Canadian Way”, RBC (Georgia) -Lennar-Remax/Excalibur Homeowner Seminars, Scottsdale-Mesa-Goodyear, Arizona United States March 5-7, 2019

  • Co-presenter, “Trump, Taxes & Cannabis”, RBC Private National Banking Conference, Toronto ON, Canada, November 7, 2018

  • Co-presenter, “Mastering US Tax Reporting of Foreign Retirement Account Ownership and Distributions”, Strafford Seminars, October 3, 2018

  • Co-presenter, “Is there Life After Wayfair? Top 10 Tips for Canadian Remote Sellers with US Customers,” September 28, 2018

  • Co-presenter, “C-Suite Executive Cross Border Issues for Tax Directors”, COST 2018 Canadian Tax Workshop for U.S. Companies, Oakbrook IL USA, September 26-28, 2018

  • Co-presenter, “IRS Campaigns; Insights from the Tax Professional and IRS”, September 18, 2018

  • Presenter, "Canadian Tax Matters of Interest for the International Private Client”, U.S. Commercial

  • Service Breakfast Business Briefing, Global Petroleum Show, Calgary, AB, Canada, June 13, 2018

  • Presenter, "US Transition Tax, GILTI and FDII”, MGTL University, Mount Royale University, Calgary, AB, Canada, June 12, 2018

  • Presenter, “US Tax Considerations for Canadian Businesses Expanding into the United States”, SelectUSA Canada Conference Program, Calgary, AB, Canada, April 12, 2018

  • Presenter, “A Deep Dive Into What Planners Need to Know When Dealing with Our Foreign Neighbors”, 26th California Trusts & Estates Conference, California Bar Tax Section, San Francisco, CA, March 15-16, 2018

  • Presenter - “US Tax Reform for Canadians Explained in Plain English”, Moodys Gartner Tax Law, Calgary. Canada, February 2, 2018

  • Presenter, “A Deep Dive Into What Planners Need to Know When Dealing with Our Foreign Neighbors”, California Tax Section Annual Conference, Carlsbad, CA, November 3, 2017

  • Presenter, "Canadian Tax Matters of Interest for the International Private Client”, U.S. Commercial Service Breakfast Business Briefing, Calgary, AB, Canada, June 14, 2017

  • Presenter, "Canadian Tax Matters of Interest for the International Private Client”, U.S. Commercial Service Breakfast Business Briefing, Calgary, AB, Canada, June 1, 2016

  • Presenter, “Common Cross-Border Issues for Tax Practitioners”, The Canadian Institute's Trusts and Estates Forum, Calgary AB, December 8, 2015

  • Presenter, “Planning for Successful Entry into the United States: When Tax and Immigration Collide”, American Chamber of Commerce (Calgary & Edmonton Chapters), Alberta, Canada, March 28, 2017

  • Instructor, AICPA International Tax Seminar Course on Taxation of Individuals Living Abroad for AICPA Chapter in Indianapolis, Indiana USA, November 2016

  • Presenter, “US Taxation of Foreign Retirement Plans,” University of San Diego-Procopio International Taxation Institute 2016 International Tax Update: US-Mexico-Canada Cross Border Tax Issues, San Diego, California USA, October 20-21, 2016

  • Presenter- “Tax Efficient Charitable Giving Webinar”, Moodys Gartner Tax Law, September 19, 2016

  • Co-presenter, “US-Canada Income Tax Treaty: Tax Treaty Tickle Points” Council on State Taxation 2016 Canadian Tax Workshop, Detroit, Michigan USA, September 21-23, 2016

  • Co-presenter, “United States Taxation of Superannuation Funds for Members with a US Connection”, Australian Tax Institute 2016 National Superannuation Conference, Melbourne, NSW, August 23-25, 2016

  • Presenter, “US Tax for US Citizens in Australia”, Sydney-Melbourne-Brisbane, August 22-24, 2016

  • Co-presenter, “Residence, Citizenship, and Liability for Tax: US and Canada Rules”, Canadian Young Practitioners, Canadian Tax Foundation, Edmonton, AB, Canada, June 7, 2016