Insight
External publications
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'Foreign pensions and the US – what globally mobile individuals need to know to protect your retirement,' Withers Insight - February 29, 2024, featured
- 'Frozen Out of the Great White North: Thawing the Canadian Real Estate Iceberg,' Withers Insight - February 3, 2023, co-authored
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'International families in California – beware of the tax implications of community property,' Withers Insight - January 24, 2024, featured
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'How Will Canada's Foreign Buyer Ban Impact The US?,' Law360 - January 17, 2023, quoted
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'Bringing Home the (Canadian) Bacon: U.S. Tax and Canadian Retirement Plans,' Tax Notes - October 17, 2022, co-author
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'Withers' Bet on Private Clients in California Is Powering US Growth,' The Recorder (subscription required) - June 14, 2022, quoted
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'How I Made Office Managing Director: ‘Find Your Purpose and Nurture Community to Build Resilience' Says Marsha Dungog of Withers,' Law.com - February 16, 2022, featured
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'Withers Launches US-Canada Cross-Border Practice in California,' Law.com International - December 8, 2021, featured
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'Withers launches U.S.-Canada practice in San Francisco with new team,' Withers Insight - December 8, 2021, quoted
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'Dixon: A Cautionary Case of U.S.-Australian Tax Issues,' Tax Notes - February 8, 2021, co-author
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'Proposed Estate Tax Closing Letter Fee Earns Sigh of Relief,' Tax Notes - December 30, 2020, quoted
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'Implications for franking credits in US tax case,' SMSF Adviser - December 17, 2020, quoted
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'Tax implications of Biden win for SMSF properties in US,' SMSF Adviser - November 10, 2020, quoted
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'IRS removes one of four options to correct foreign reporting,' Accounting Today - November 9, 2020, co-author
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‘Should Canadian RESPs and RDSPs Be Exempted From Foreign Trust Reporting Requirements?' Tax Notes Federal - July 22, 2019, co-author
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‘US Reporting Obligations for the Life Insurance Settlement Industry,' Conference for Advanced Life Underwriting (CALU) Report - July 2019, author
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‘50 Ways to Leave - Tax Considerations For Departing Canadian Individuals,' Mondaq - March 5, 2019, co-author
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‘Trump Transition and GILTI Tax Captures Canadian Taxpayers', The Conference for Advanced Live Underwriting (CALU) Report - March 2018 (Vol 4), co-author
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‘Reporting Australian Superannuation Funds As Foreign Trusts For Tax Purposes,' Mondaq - October 9, 2018, author
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‘New IRS Campaigns On Withholding And International Individual Tax Compliance,' Mondaq - May 25, 2018, author
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‘The Impact of US Tax Reform on Australian Superannuation Funds and Beneficiaries,' Taxation in Australia - April 1, 2018, co-author
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‘The Top Ten US Tax Reform Changes That Will Impact Everyday Canadians,' Mondaq - January 19, 2018, co-author
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‘The U.S. Income Tax Treatment of Mexican Retirement Funds Owned by U.S. Persons,' 453 Tax Management Compensation Planning Journal Issue No. 11 - November 13, 2017, co-author
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‘What U.S. Workers Need to Know About Australian Superannuation Plans,' Bloomberg BNA Tax Management International Journal - August 11, 2017, co-author
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‘What US Workers Need to Know About Australian Superannuation Plans,' BNA Compensation Planning Journal - June 29, 2017, co-author
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‘How the super reforms impact US expats,' SMSF Adviser - May 12, 2017, author
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‘U.S. Income Tax Treatment of Australian Superannuation Funds,' Tax Notes International - October 10, 2016, co-author
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‘The United States Income Tax Treatment of Australian Superannuation Funds Owned by U.S. Persons,' California Tax Lawyer, Vol. 25, No. 3 - September 2016, co-author
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‘U.S. Taxation of Superannuation Funds: When the Super is NOT so super after all,' Moodys Gartner Tax Law - July 27, 2016, author