Marsha Laine Dungog

Partner

Marsha is a partner in the private client and tax team and is the Office Managing Director of the San Francisco Office.

Marsha provides US international income, trusts and estate tax planning for high net worth individuals, and family businesses based in the US and abroad with respect to their cross-border assets, investments and activities. She also advises trustees, executors and fiduciaries as well as financial, tax and legal advisors on international tax exposures and reporting obligations for beneficiaries and heirs of trusts and estates with US connections.

Marsha’s practice includes US tax planning for foreign investors, founders and entrepreneurs deriving income from US-based sources and operations, as well as tax advisory services for foreign legal, financial and tax advisors on the US taxation of foreign pensions and retirement arrangements, US-based investments and exit strategies for corporate executives, global employees and US persons living abroad.

She is an author and frequent speaker on international tax issues. Marsha has published tax technical papers that have been presented to the tax-writing committees of the US Congress and the US Treasury Department on the US taxation of Australian Superannuation Funds, Mexican AFOREs and Canadian registered plans (RESPs and RDSPs). She has also spoken at international conferences and seminars in the US, Canada and Australia on the US taxation of foreign pensions and retirement, cross-border estates and trusts, international withholding and compliance enforcement initiatives, IRS voluntary disclosure programs and U.S. expatriation and green card termination alternatives.

Prior to joining Withers, Marsha was a director at a large accounting firm in San Francisco providing international tax consulting and compliance services to high net worth clients with a global footprint, businesses and entrepreneurs. She also worked in Canada providing US tax advisory and compliance services for global high net worth individuals, cross-border families and businesses.

Marsha is a public arbitrator for the US Financial Industry Regulatory Authority (FINRA) and instructor in US international tax for the American Institute of Certified Public Accountants (AICPA). In 2018, she was recognized by the Canadian Business Chicks as a Woman of Inspiration (Authentic Leader Category) and in 2020, by the California Society of CPAs as a Woman to Watch (Experienced Leader Category).

Secretary Carly Myers

Admissions

Publications

Memberships

Talks

Alberta, Canada, 2019

State of Michigan, 2005

State of California, 1996

_’_Withers Launches US-Canada Cross-Border Practice in California,’ Law.com International - December 8, 2021, featured

_’_Withers launches U.S.-Canada practice in San Francisco with new team,’ Withers Insight - December 8, 2021, quoted

Dixon: A Cautionary Case of U.S.-Australian Tax Issues,’ Tax Notes - February 8, 2021, co-author

San Francisco Tax Club

Canadian Tax Foundation

Australian Tax Institute

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

Education


Languages


  • English
  • Tagalog

Dates


Joined

2020

Regularly works with...