Marsha Laine Dungog

Talks

• 'International Estate Planning for Canada and Mexico,' 46th Annual UCLA/CEB Estate Planning Institute - April 19, 2024, co-presenter

• 'Collections, Collection Due Process Hearings and International Penalties,' American Bar Association Tax Section 2024 Midyear Tax Meeting - January 18, 2024, co-presenter

• 'US Estate Considerations for Cross-Border Estates,' The Tax Institute's Death and Taxes Conference - October 11, 2023, co-presenter

• 'Calling all Brits! Updates on International Tax & Estate Planning, UK Pensions, Immigration and More! - Everything Expats Need to Know,' British-American Business Council - April 26, 2023, panelist

• '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 Asociación Nacional de Abogados de Empresa (ANADE) Baja California's First Tri-national Seminar - February 17, 2022, co-presenter

• '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, panelist

• '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, co-presenter

• '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, speaker

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

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

• '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, presenter

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

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

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

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

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

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

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

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

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

• '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

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

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

• '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, presenter

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

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

• '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, 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, co-presenter

• 'US Tax for US Citizens in Australia,' Sydney-Melbourne-Brisbane - August 22-24, 2016, presenter

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