Founder & CEO at Duncan Financial Services
NationalityAmerican
Current locationUnited States
Work categoryLegal
EducationPhD/Doctorate
Profile Activity
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
BeOpen.com – 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
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)
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.
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
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.
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.
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.
Jiwire - CFO and Corporate Secretary
Responsible for accounting and financial controls, fundraising (multiple rounds), capital structure, cash management, tax, legal, administration, and human resources.
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.
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.
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.
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.