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

Founder & CEO at Duncan Financial Services

Nationality

American

Current location

United States

Work category

Legal

Education

PhD/Doctorate

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

 

Accountancy

(14 years)

Commercial Workout

(14 years)

Financial Services

(14 years)

law

(14 years)

Loan Modification

(14 years)

Loan Refinancing

(14 years)

Portfolio re-balancing

(14 years)

Real Estate Broker

(14 years)

Short Sales

(14 years)

Administration

(24 years)
 

CFO

(22 years)

CFO for Hire Services

(22 years)

CLO for Hire Services

(22 years)

Equity Planning Professional

(22 years)

Executive Compensation

(22 years)

finance

(22 years)

Sales Commission Planning Professional

(22 years)

Total Remuneration

(26 years)

Asset Protection

(28 years)

CPA

(32 years)
 

IRS Built-in Gain Tax Reduction $12.4 Million

(28 years)

Largest M & A Deal - $1.4 Billion

(28 years)

Lease Buy-out Negotiation $32 Million

(28 years)

M & A - Valuation, Due Diligence, Legal Docs, Etc.

(28 years)

Negotiation

(28 years)

Taxation

(28 years)

Technology Agreement Negotiation >$50 Million

(28 years)

Appeal $13 Million BIG Assessment - Reduce to $1.08 Million

(32 years)

Audit

(32 years)

Business Personal Property Tax reduction $300K - Santa Clara County/OneClient

(32 years)
 

Complex Tax planning - in-bound & out-bound

(32 years)

PCAOB Registration

(32 years)

Public & Private Company CFO

(32 years)

Real Property Tax Reduction $367K - Santa Clara County/one client

(32 years)

SEC Registration

(32 years)

Tax

(32 years)

Capital Structure

(9 years)

Cash Management

(9 years)

Federal & Multi-state Taxes

(4 years)

Financial Controls

(9 years)
 

funding

(4 years)

IPO

(4 years)

Private Equity

(4 years)

Purchase Public Shell

(4 years)

Raising Capital

(4 years)

SOX

(4 years)

Contracts

(9 years)

IRS Private Letter Ruling

(6 years)

negotiating

(9 years)

Fundraising

(6 years)
 

human resources

(6 years)

FDA

(3 years)

Fundraising > $15 Million

(3 years)

internet

(3 years)

Payroll

(3 years)

Attraction, Retention and Rewards

(2 years)

Co-Directed National M & A integration Practice

(2 years)

Equity Plans - all phases

(2 years)

Incentive Stock Options

(2 years)

Sales Commission Plans

(2 years)
 

Internet Sales Taxes

(3 years)

Microsoft Chinese Wall - Invitation to MSFT final 3 internet advertising

(3 years)

Negotiated Sparc sytems - Sun Microsystems/Silicon Graphics

(3 years)

Physical Facilities

(3 years)

Taxes

(3 years)

Attraction, Retention, Rewards

(2 years)

Incentive Plans

(2 years)

Long-Term Incentive Plans

(2 years)

Magnet Employees

(2 years)

Non-Qualified Deferred Comp Plans

(2 years)
1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
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1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
22 years
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4 years
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1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
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32 years
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1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
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1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
4 years
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1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
3 years
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1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
3 years
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