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 Professional Experience

2009 - Present

Duncan Financial Services - Founder & CEO

Establishing a financial services business focused on recurring revenues monetized from a growing client database. This company will ultimately bundle:

Duncan Law Professional Corporation (California Corporation)
Robert C Duncan Accountancy Corporation (California Corporation)
Duncan Real Estate Inc. (California Corporation)
Duncan Financial Services (California Corporation)
Starpoint Strategies (Delaware Corporation)

Key Skills
Accountancy Commercial Workout Financial Services law Loan Modification Loan Refinancing Portfolio re-balancing Real Estate Broker Short Sales
2001 - Present

Starpoint Strategies Inc. - Founder and CEO

Concurrently consulting companies, boards and business owners regarding business transition and succession issues drawing from total remuneration experience (base pay programs, sales commission plans, incentives, Long-term incentive plans) gained from analyzing more than 400 public companies between 1993 and 2000. Simultaneously served as CFO, BOD and Corporate Secretary of Publicly and privately held Companies.

Experience includes interaction with company executives across Finance, Accounting, SOX, Legal, Administration, Real Estate, HR, Sales and Operations functions

Formerly operated as Duncan Consulting in Los Altos, California.

Key Skills
Administration CFO CFO for Hire Services CLO for Hire Services Equity Planning Professional Executive Compensation finance Sales Commission Planning Professional Total Remuneration
1995 - Present

Duncan Law Professional Corporation - Founder and CEO

Draws from extensive experience with private and public companies in business valuations, cash and equity compensation plans, contract negotiation, due diligence, employment law, entity selection and formation, estate planning and wealth preservation, funding strategies, governance, intellectual property, leveraged buyouts, mergers and acquisitions, real estate transactions, sales commission plans, and taxation.

Operated formerly as Robert C Duncan JD, CPA, MBA in Los Altos, California

Key Skills
Asset Protection CPA IRS Built-in Gain Tax Reduction $12.4 Million Largest M & A Deal - $1.4 Billion Lease Buy-out Negotiation $32 Million M & A - Valuation, Due Diligence, Legal Docs, Etc. Negotiation Taxation Technology Agreement Negotiation >$50 Million
1991 - Present

Robert C Duncan Accountancy Corporation - Founder and CEO

I represented my first Irrevocable Trust against the IRS in 1983 and have worked with Irrevocable Trusts since.

Building an advanced planning tax practice for wealth preservation and transition purposes for high-net worth individuals, trusts companies and company founders. Company provides advanced tax representation before IRS and CA FTB, SBOE, County Assessors, EDD, and other agencies. Recent experience reducing tax obligation by $12 million. Santa Clara recently reduced real and personal property taxes by $10 million based on our appeal for one client.

Operated formerly as Robert C Duncan, JD, CPA, MBA. Incorporated August 2008. Registered currently with the PCAOB for Broker-Dealer Audits. Registered with SEC as CFO, Public Company.

Key Skills
Appeal $13 Million BIG Assessment - Reduce to $1.08 Million Audit Business Personal Property Tax reduction $300K - Santa Clara County/OneClient Complex Tax planning - in-bound & out-bound CPA PCAOB Registration Public & Private Company CFO Real Property Tax Reduction $367K - Santa Clara County/one client SEC Registration Tax
2005 - 2008

Avasoft, Inc. (OTCBB:AVAF) - CFO, BOD and Corporate Secretary

Responsible as an early employee for taking company public (acquiring public shell company), raising investment capital, accounting and financial controls, SOX compliance, capital structure, cash management, taxes, legal, human resource policies and procedures.

Key Skills
Audit Capital Structure Cash Management Federal & Multi-state Taxes Financial Controls funding IPO Private Equity Purchase Public Shell Raising Capital SOX
2003 - 2008

Alliance Vista Corporation - CFO and Corporate Secretary

Responsible for incorporation, accounting, representation before IRS, cash management, and financial controls, negotiating corporate alliance agreements, capital structure, federal, and multi-state taxes, contracts, HR policies and procedures.

Key Skills
Cash Management Contracts Financial Controls IRS Private Letter Ruling negotiating
2003 - 2005

Jiwire - CFO and Corporate Secretary

Responsible for accounting and financial controls, fundraising (multiple rounds), capital structure, cash management, tax, legal, administration, and human resources.

Key Skills
Administration Capital Structure Cash Management Fundraising human resources Tax
1999 - 2001

Numera formerly iMetrikus - Co-Founder, SVP, CFO, HR, Corporate Secretary

Co-Founder of Internet Enabled Health Management Company.

Responsible for LBO of Chiron Informatics, acquisitions (Med/FX and MetaMedix), accounting and financial controls, capital structure, cash management, taxes, legal (drafting of software licenses, contracts, leases, FDA, trademarks, copyrights and patents), human resource policies and procedures (administration of employee handbook and files, payroll, stock option program, and benefits). Raised over $15 million in financing.

Key Skills
Administration Cash Management Contracts FDA Fundraising > $15 Million internet Payroll
1998 - 1999

Deloitte Consulting - Human Capital - Senior Manager

Human Capital Practice: Comprehensive Total Remuneration programs to Technology and Biotechnology Companies located in multiple states (Silicon Valley, California, Austin, Texas, Massachusetts, Triangle Park, North Carolina, etc.), Canada, Japan, Germany, Netherlands, etc.

Crafted and implemented cost-effective, company-wide, financial models of pay for performance systems (executive, sales, directors, engineering integration teams), qualified and nonqualified deferred compensation plans, long-term (equity and phantom plans) and short-term (formal, discretionary, team and profit sharing plans) incentive plans for technology companies.

Counseled clients about SEC and FASB compensation reporting issues affecting company proxy, financial and other statements; counseled clients regarding capitalization, mergers, acquisitions, sales, dispositions and company turnaround strategies. Co-directed national Merger Integration practice.

Key Skills
Attraction, Retention and Rewards Co-Directed National M & A integration Practice Equity Plans - all phases Incentive Stock Options Sales Commission Plans Taxation Total Remuneration
1996 - 1998

AdForce (Nasdaq: ADFC) - Co-Founder, VP Finance, Corporate Secretary

Co-founded StarPoint Software, Inc. and was responsible for incorporation, accounting and financial controls, capital structure, cash management, taxes, contracts (drafting of software licenses, non-disclosure agreements, leases and other agreements), human resource policies and procedures (administration of payroll, stock option programs, and benefits). Co-negotiated Netscape Deal before Times Warner Acquisition. Raised financing and merged company with Imgis to form AdForce (ADFC), a CMGI Company. Market cap was $1.4 billion (last trading day) before CMGI took AdForce private.

Assisted founders with estate planning ideas to secure their trust estates.

Key Skills
Capital Structure Financial Controls Fundraising human resources Internet Sales Taxes Microsoft Chinese Wall - Invitation to MSFT final 3 internet advertising Negotiated Sparc sytems - Sun Microsystems/Silicon Graphics negotiating Physical Facilities Taxes Total Remuneration
1996 - 1997

Towers Watson - Senior Consultant

Crafted and implemented cost-effective, company-wide, financial models of pay for performance systems, qualified and nonqualified deferred compensation plans, long-term and short-term incentive plans for technology companies. Strategies included structures created for attraction, retention, rewards of magnet employees. Magnet employees create a huge sucking sound within an organization upon their departure. Advised clients about LBO and spin-off strategies.

Towers Watson (NYSE: TW) formerly known as Watson Wyatt and Towers Perrin.

Key Skills
Attraction, Retention, Rewards Incentive Plans Long-Term Incentive Plans Magnet Employees Non-Qualified Deferred Comp Plans Total Remuneration