Duncan Campbell

• 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

• 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:

• “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