Duncan Law | Duncan Tax

Description

• Duncan Law 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. We serve Portfolio Real Estate Owners, Medical Professionals (MD/DDS), Farmers and Ranchers, Executives, businesses ($30M and below) Attorneys, and High Net Worth Families.We work alongside our clients for effective diagnosis, strategy and tax planning. We design and determine what the tax will be each year in a proactive manner to optimize income, and minimize income taxes by marshaling appropriate assets to preserve wealth for our clients. We apply this process to Trusts, Estates, Business Entities, and Individual Taxation.Our first Asset Protection Client's (High-Tech Entrepreneur) net estate exceeded $100MIrrevocable Trust IRS examination (first successful) - 1983Presidential/IRS Appeal (President Ronald Reagan) widow failed 1031 exchangeDefect in Title case won - Probate Court Ventura County - 1988IRS Qualified Plan submission - 1988Planned Giving Client Pepperdine - 1988Private Letter Ruling request was granted - 2009Rabi/Secular/Rabicular Trust - 1996Incorporation (1996) AdForce (NASDAQ:ADFC) went IPO - 1999IPO closed above $60 opening day and taken private > $1.4BLease Buy-Out negotiation > $32MIntentional Built-In Gain S election > $9M tax savingsRecession (2009) bank financing > $8MIRS tax assessment appeal from $13M to $1.08M
• 

  Headquarters:2281 Lava Ridge Court Suite 200, Roseville, California, United States

  More
• 

  Phone Number: +1 916-797-7436

• 

  Website: https://www.duncanlawcorp.com

• 

  Employees:5

• 

  Revenue:$1 - 10M

• 

  Legal Name:Duncan Law | Duncan Tax

• Duncan Law | Duncan Tax's Social Media

  
• Is this data correct?

• |  NAICS Code: 541110  |

  Show More