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 $100M • Irrevocable Trust IRS examination (first successful) - 1983 • Presidential/IRS Appeal (President Ronald Reagan) widow failed 1031 exchange • Defect in Title case won - Probate Court Ventura County - 1988 • IRS Qualified Plan submission - 1988 • Planned Giving Client Pepperdine - 1988 • Private Letter Ruling request was granted - 2009 • Rabi/Secular/Rabicular Trust - 1996 • Incorporation (1996) AdForce (NASDAQ:ADFC) went IPO - 1999 • IPO closed above $60 opening day and taken private > $1.4B • Lease Buy-Out negotiation > $32M • Intentional Built-In Gain S election > $9M tax savings • Recession (2009) bank financing > $8M • IRS tax assessment appeal from $13M to $1.08M
View Top Employees from Duncan Law | Duncan TaxWebsite | http://duncanlawcorp.com |
Revenue | $6 million |
Employees | 8 (2 on RocketReach) |
Founded | 1995 |
Address | 2281 Lava Ridge Court Suite 200, Roseville, California 95661, US |
Phone | (916) 797-7436 |
Fax | (916) 797-3626 |
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Industry | Legal Services, Accounting & Accounting Services, Business Services |
Competitors | Napa Valley Community Housing, Sacramento Magazine, TALINI, INC, THE GORALKA LAW FIRM, Where My Heart Resides |
SIC | SIC Code 87 Companies, SIC Code 872 Companies, SIC Code 8721 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 54121 Companies, NAICS Code 54 Companies, NAICS Code 5412 Companies, NAICS Code 541 Companies |
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The Duncan Law | Duncan Tax annual revenue was $6 million in 2024.
2 people are employed at Duncan Law | Duncan Tax.
Duncan Law | Duncan Tax is based in Roseville, California.
The NAICS codes for Duncan Law | Duncan Tax are [54121, 54, 5412, 541].
The SIC codes for Duncan Law | Duncan Tax are [87, 872, 8721, 73].