Duncan is the leader of Baker Tilly’s private wealth practice and individual market vertical.

Duncan 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.

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)

Contributed to the following recent articles:

“Managing your inheritance, an easy-to-understand introduction for younger generations,” January 2022

“Give your family office structure the attention it deserves,” October 2021

“Charitable trust planning: share your wealth and defer capital gains,” September 2021

Participated in the following speaking engagements:

"Lender Management and its impact on family offices,” Private Wealth Estate and Trust Conference, Baker Tilly June 2023

“Individual tax update,” Year-end business tax planning series, Baker Tilly, November 2022

“M&A activity and future of public accounting,” Tax Summit, Texas Society of CPAs 

“Year-end tax planning as a result of the 2020 presidential election, BOKF Education Series, Bank of Oklahoma 

“Estate planning during COVID-19,” COVID Estate Planning Series, Atwood and McCall 

“Nings, dings and chicken wings,” Tax Summit, Baker Tilly, December 2021

“Qualified business income deduction,” Tax Institute, Texas Society of CPAs

“The Tax Cuts and Jobs Act, your second change to get it right,” Tax Update, Dallas Society of CPAs 

“Understanding the SECURE and CARES Acts,” Estate and Trust Conference, Baker Tilly, June 2020

Bachelor of Business Administration in accounting

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

Individual Income Tax Planning & Compliance

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