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When it comes to tax, our clients seek balance, and that’s what they get with Marsha, along with her infectious sense of humour and the uncanny ability to provide levity to any situation. Whether it’s a complex tax audit, litigation matter, or business deal, clients gain clarity on their overall tax situation with Marsha’s solutions-oriented approach. Her diverse cross-border experience and knack for effective communication enables her to instil focus and clarity to complicated situations, allowing clients to understand the issues, evaluate their options, and move forward with confidence.

 

  • Qualifications

      Student At Law, Alberta Law Society (Canada), June 2018

    • Bar Admissions:
      Michigan, 2005
      United States Supreme Court, 2004
      Michigan Supreme Court, 1999
      California Supreme Court, 1996
      United States Tax Court, 1999
      United States Ninth Circuit Court of Appeals, 1996
      California, 1996
    • LLM in Taxation Law, Georgetown University Law Centre, with distinction, 1999
    • J.D., Golden Gate University School of Law, with honors, 1996
    • Certificate of Specialization in International Legal Studies, 1996
    • BA in Political Science (Honors Program), University of the Philippines, with honors, 1993
  • Professional affiliations

    • Member, Canadian Business Chicks, 2018
    • Board Member, AmCham West, 2018
    • California Bar Association
    • Michigan Bar Association
    • Financial Industry Regulatory Authority (FINRA)
  • Speaking engagements and presentations

    • Presenter, “ Canadian Tax Matters of Interest for the International Private Client”, U.S. Commercial Service Breakfast Business Briefing, Calgary, AB, Canada, June 13, 2018
    • Presenter- “US Tax Reform: Transition Tax and GILTI”, MGTL University, Mount Royal 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, “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
    • Instructor – "Taxation of Individuals Living Abroad, AICPA Indiana Chapter", Indianapolis, Indiana, November 3, 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
    • Co-Presenter – “US-Canada Income Tax Treaty: Tax Treaty Tickle Points”, Council on State Taxation 2016 Canadian Tax Workshop, Detroit, Michigan, September 21-23, 2016
    • Presenter- “Tax Efficient Charitable Giving Webinar”, Moodys Gartner Tax Law, September 19, 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 – “Tax for U.S. Citizens in Australia”, Brisbane –Sydney-Melbourne, Australia, August 22-24, 2016
    • Co-Presenter – “Residence, Citizenship, and Liability for Tax: US and Canada Rules”, Canadian Young Practitioners, Canadian Tax Foundation, Edmonton, Alberta, June 7, 2016
    • Presenter – "Canadian Tax Matters of Interest for the International Private Client”, U.S. Commercial Service Breakfast Business Briefing, Calgary, AB, Canada, June 1, 2016
    • Co-Presenter – “US Taxation of Superannuation Funds”, California State Bar Association DC Delegation, Washington, DC, May 2016
    • Presenter – "Canadian Tax Matters of Interest for the International Private Client”, U.S. Commercial Service Breakfast Business Briefing, Calgary, Alberta, June 1, 2016
    • Co-Presenter – “Cross-Border Planning: Common Issues For Tax Practitioners”, Canadian Institute Trusts & Estates Forum, Calgary, Alberta, December 8, 2015
    • Instructor – 2-Day Intensive International Tax Course on Taxation of Corporations and Taxation of Individuals Living Abroad, AICPA New Jersey Chapter, December 2015
    • Presenter - “Common Cross-Border Issues for Tax Practitioners”, The Canadian Institute’s Trusts and Estates Forum, Calgary AB, December 8, 2015
    • Instructor - AICPA International Tax 2-Day Intensive Seminar (Corporate & Individual) for AICPA New Jersey Chapter in Voorhees, New Jersey USA, December 2014
    • Panelist- "What Happens When They Change the Rates on Us", California State Bar Mergers & Acquisitions Presentation, San Francisco, June 2009
    • Panelist – "What Happens When They Change the Rates on US”, California State Bar Mergers & Acquisitions
  • Publications

  • In the news

    • Marsha-laine Dungog is quoted in an Accounting Today article entitled “TCJA's transition tax could hit cross-border biz owners ", January 23 2018, Accounting Today
    • Marsha-laine Dungog is quoted in an SMSF Adviser article entitled “SMSFs warned on new IRS compliance campaign", November 10, 2017, SMSF Adviser
    • Co-Anchor – The WGVU Morning Show with Shelley Irwin, NPR-WGVU FM 88.5 Grand Rapids/ FM 95.3 Muskegon, March 31, 2014
    • Panelist – “Business Happens in Heels”, The WGVU Morning Show with Shelley Irwin, NPR-WGVU FM 88.5 Grand Rapids/ FM 95.3 Muskegon, December 3, 2013