"I only wish that I had met you when I first started my dental practice. I received a 2012 tax refund check for the first time in more than 10 years from the IRS and Franchise Tax Board. "
- Dr. Lindsay G. | TestimonialDuncan Law | Duncan Tax serves both US and International clients to provide innovative strategies and quality legal services to create an Asset Protection Fortress, Advanced Estate Plan, and Minimize Tax.
Working alongside our clients for effective legal and tax strategies, we design and determine what the tax will be each year in a proactive manner to optimize income. Taxes can be minimized by marshaling appropriate assets to preserve wealth.
Estate Planning. A Revocable Living Trust is the first step in creating an effective Estate plan. For persons in need of additional estate planning, Duncan Law | Duncan Tax can evaluate your current plan to see if you are fully maximizing the advantages available to you and can assist you in incorporating additional planning techniques.
Asset Protection. Domestic and International protection (inbound & outbound) using a variety of Irrevocable Trusts with a variety of entities and structures.
Advanced Estate Planning. DLDT uses appropriate Revocable Trusts, wealth creation, transition planning, Business Succession planning, Probate and Trust Administration, Trust Accounting and Tax Services.
Estate Administration. Proper planning is important to prevent the courts from controlling your assets upon death or incapacity. Trustees are in a position of safeguarding assets for beneficiaries.
Strategic Tax Planning. We have experience with Estate/Gift/ Income Taxes, Estate Taxes, Business Taxes, non-profits, Individual, Sales, Real Property Taxes, International, Stock Options, Founder Shares and Restricted Stock.
Real Estate/Loan Restructure. Our professionals can help you keep your home and provide you with an arrangement that works for your situation. Robert C. Duncan also is a licensed broker to assist our clients in marketing and selling their property under the best terms.
Corporate. DLDT understands the personal liability you face and has expertise in legally structuring the type of entity you select for your business. The most common forms of business are sole proprietorship, partnership, corporation, S Corporation and limited liability companies (LLC) and limited liability partnerships (LP).
Professional Specialties
Why Pay Twice for the Same Advice?®
Asset Protection and Wealth Preservation
Wealth Creation and Transition
Tax Planning and Representation
Estate and Succession Planning and Taxation
Tax Collection, Controversy and Compliance
Business and Corporate Law Audits, Reviews, Compilations
Business Formation and Entity Selection
Trust Accounting and Taxes
Business and Intellectual Property Valuations
Intellectual Property Sales and Property Tax
Commercial Workouts Capital Gains Taxes
Real Estate, Broker Services
Payroll
Contracts Cash Flow Management
