Duncan is Baker Tilly’s individual tax leader. He has more than 20 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. He works across Baker Tilly’s varied service offerings to develop forward thinking, custom solutions for every client.
- Provides a holistic, integrated experience for each individual or family, connecting them with specialists across our wealth management, client accounting and family business advisory teams
- Develops and implements optimized tax strategies to save clients time, money and stress
- Advises clients on sell-side transactions and family legacy planning post-sale
- Provides trust, gift and estate services, including trust planning, multistate and international estate planning, lifetime transfer planning, financial planning, wealth transfer economic and tax analysis
- Helps clients set up and manage private foundations and endowments from a tax perspective
- Helps clients with the setup and structure of their family offices for tax efficiencies, estate planning, and asset protection needs.
- Connects clients with other professionals across the firm that can help protect and enhance our clients’ values
- Understands the unique dynamics of family enterprises and provides forward-thinking consulting on how to mitigate issues
- Texas Society of Certified Public Accountants
• Tax Summit Committee, member and speaker
• Federal Tax Policy Committee member - American Institute of Certified Public Accountants
- Dallas CPA Society
- Strategies to make the most of year-end gift giving and prepare for 2025
- Tax policy: the implications of a Republican sweep for individual taxpayers
- Actionable federal tax insights for individuals and private wealth in 2024 – Tax Strategy Playbook
- It’s a wonderful life … thanks to insurance protection
- Managing your inheritance
- Give your family office structure the attention it deserves
- Charitable trust planning: share your wealth and defer capital gains
- “Lender Management and its impact on family offices,” Private Wealth Estate and Trust Conference, speaker, Baker Tilly June 2023
- “Managing your inheritance, an easy-to-understand introduction for younger generations,” article, author, 2022
- “Individual tax update,” Year-end business tax planning series, speaker, Baker Tilly, 2022
- “Give your family office structure the attention it deserves,” article, author, 2021
- “Charitable trust planning: share your wealth and defer capital gains,” article, author, 2021
- “M&A activity and future of public accounting,” speaker, Tax Summit, Texas Society of CPAs
- “Year-end tax planning as a result of the 2020 presidential election, speaker, BOKF Education Series, Bank of Oklahoma
- “Estate planning during COVID-19,” speaker, COVID Estate Planning Series, Atwood and McCall
- “Nings, dings and chicken wings,” speaker, Tax Summit, Baker Tilly, 2021
- “Qualified business income deduction,” speaker, Tax Institute, Texas Society of CPAs
- “The Tax Cuts and Jobs Act, your second change to get it right,” speaker, Tax Update, Dallas Society of CPAs
- “Understanding the SECURE and CARES Acts,” Estate and Trust Conference, speaker, Baker Tilly, 2020
- Texas Society of Certified Accountants’ Tax Institute Committee – Rising Star, 2018
- National Academy of Public Accounting Professionals – Top 10 Public Accounting Professionals Rising Star in the State of Texas, 2015
