Cross-Border Curb Appeal: Legal Do's and Don'ts for Foreign Persons Investing in



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Original Air Date:
June 26, 2024
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You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

This presentation will address US legal and tax considerations for foreign persons acquiring US real property investments in the United States. We will discuss typical ownership structures that trigger inadvertent US income, estate and gift tax issues, as well as typical US income and estate planning techniques commonly utilized for US persons which may result in adverse foreign country tax consequences for investors from Canada, Australia, HK and China.

Meet the Speakers
2 (46)
Marsha Dungog


Partner Withersworldwide Wealth Planning & Tax Attorney

Marsha is a partner in the private client and tax team and is the Office Managing Director of
the San Francisco office. Marsha is licensed to practice law in both the United States and Canada and leads the firm’s US-Canada cross border tax and estate planning practice. She also provides US international income, trusts and estate tax planning for high net worth individuals, and family businesses with respect to their global assets, investments and activities, with an emphasis on US, Canada and Australia. 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.

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1 (43)
Dela P. Ronen, Esq.


Managing Partner Ronen Private Wealth PC Estate Planning Attorney

As a prior big law senior associate, Dela is an experienced estate planning attorney, with a
specialization in handling high net-worth and ultra high net-worth families and individuals and
those with the most complicated estates. Dela is always looking for ways to help her clients plan more efficiently and effectively.

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