Robert Duncan - Robert C Duncan, JD, CPA, CGMA, MBA, MIM

Founder & CEO at Duncan Financial Services



Current location

United States

Work category




Asset Protection | Advanced Estate Planning | Tax.

My Professional Law and Tax Corporations focus seamlessly on the complexities regulated largely by the Internal Revenue Code for high-net-worth individuals (with funding experience exceeding $100 Million). We also extend this discipline to larger and small trust and probate estates.

Asset Protection - Domestic and International protection (inbound & outbound) using variety of Irrevocable Trusts with variety of Entities and structures drawn from multidisciplinary corporate experience gained from more than 100 M & A transactions ranging from $1.4B to $1M, business planning for Founders of start-ups like Genesis Microchip, AdForce and Yahoo to Executives and Boards of Giants like Cisco Systems, Oracle, Daimler Benz, Hitachi, and others. Bankruptcy experience as attorney, CPA and Forensic accountant.

Advanced Estate Planning focuses on appropriates Revocable Trusts, Wealth creation and transition Planning, Business Succession Planning, Probate and Trust administration, trust accounting and tax services,and Trustee Services. Commercial Real Estate transaction clients own more than $1B.

Advanced Tax Planning with a myriad of complex transaction structures, including a lease buy-out that reduced an audit tax assessment on appeal by more than $12 million. Strategic Tax Planning experience with Estate/Gift/Trust Income Taxes, Estate Taxes, Business Taxes, non-profits and Individual Taxes.

Board of Director Experience Includes:

AllianceVista Corporation – CFO, Board & Corporate Secretary
Avasoft, Inc. (OTCBB:AVAF) – CFO, Board & Corp. Secretary
BAIS, Inc. – Adviser – Adviser and Investor
Genesis Microwave – Board Member
Granite Bay Lacrosse – Non-profit Board
JiWire, Inc. – Corporate Secretary
Placer Aquatics Club – Non-profit Board
Porter’s Ski & Sports – Board Member
AdForce, aka Starpoint Software, Inc. – CFO & Corporate Secretary
Wear a Helmet – Non-profit Board

Robert Duncan's Education and Qualifications


PhD/Doctorate - Tax and Business Law

Pepperdine University School of Law

Merit Scholarship
Clerkship to University, VP of Finance - Planned Giving
President of the Taxation Club and community tax preparation
Member International Law Society


Bachelor/Degree - Accounting & International Relations

Brigham Young University

BS/BA - Accounting & International Relations

Beta Alpha Psi, BYU Cross Country & Track teams

Activities and Societies: B.S. degrees in Accounting and International Relations (1984), minors in English, Business Management and Foreign Languages


Masters/PostGrad - Global Business Finance

Thunderbird School of Global Management

MBA/MIM, Global Business Finance

Graduated with Distinction (top ten of graduating class), Barton Kyle Yount Scholar, served on technology and scholarship committees and recruited students from five Indiana Universities during last semester.

Activities and Societies: Federal Fellowship in Management Accounting Student Body Treasurer