Marsha Laine Dungog > Withers Bergman LLP > San Diego, United States > Lawyer Profile

Withers Bergman LLP
101 West Broadway, Suite 1000
San Diego CA 92101
United States

Work Department

International Wealth Planning

Position

Partner

Career

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).

Languages

English, Tagalog

Memberships

Canadian Tax Foundation

Australian Tax Institute

California Lawyers Association (CLA)

California Society of CPAs (CalCPA)

Michigan Bar Association

National Asian American Bar Association (NAPABA)

U.S. Financial Institutions Regulatory Authority (FINRA)

American Institute of Certified Public Accountants (AICPA)

American Chamber of Commerce (West)

Canadian Business Chicks

Education

Georgetown University Law Center, LLM in Taxation, with distinction, 1999

Golden Gate University School of Law, JD, Certificate of Specialization in International Law, with honors, 1996

University of the Philippines, BA Political Science, cum laude, 1993

Lawyer Rankings

United States > Tax > International tax

Withers LLP advises ultra-high-net-worth individuals on international tax holdings. Splitting his time between Connecticut and New York, William Kambas focuses on US tax structuring and tax planning. In Los Angeles, Michael Brophy covers trusts and estates litigation, while Charles Kolstad is an expert in digital asset, income, and estate tax planning. Michelle Graham operates out of San Diego and advises ultra-high-net-worth individuals with US assets. 2021 saw the opening of a new Texas office, lead by cross-border tax expert Kevin Keen, who joined in March from Winstead PC. Additionally, Marsha Laine Dungog was appointed San Francisco office leader in February 2021, and specializes in Canadian and Australian tax, trust, and superannuation matters.