Experience

Madison SPECS

• United States
• Real Estate
• 1 - 100 Employee

• Senior Tax Strategist, Cost Segregation

  • Aug 2023 - Present

  Dallas-Fort Worth Metroplex



Independent Real Estate Investor

• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Owner

  • Jan 2006 - Present

  Dallas/Fort Worth Area Owner of an rental investment property



ICS Tax, LLC

• United States
• Accounting
• 1 - 100 Employee

• Southwest Practice Leader

  • Oct 2022 - Mar 2023

  Southwest Practice Leader for ICS-Tax, LLC as well as the National Practice Leader for Cost Segregation



Source Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Senior Technical Director, Cost Segregation

  • May 2012 - May 2022

  United States Founded the SOURCEORP TBG Cost Segregation Practice (later SourceHOV | Tax and then Source Advisors) in 2003 Designed and developed SOURCEHOV | Tax’s proprietary cost segregation software. Has taught numerous seminars, for professional organizations such as the AICPA as well as many CPA firms. The seminars have covered topics such as cost segregation, fixed assets, the intricacies of qualified leasehold improvements, bonus depreciation, and the new tangible personal property… Show more Founded the SOURCEORP TBG Cost Segregation Practice (later SourceHOV | Tax and then Source Advisors) in 2003 Designed and developed SOURCEHOV | Tax’s proprietary cost segregation software. Has taught numerous seminars, for professional organizations such as the AICPA as well as many CPA firms. The seminars have covered topics such as cost segregation, fixed assets, the intricacies of qualified leasehold improvements, bonus depreciation, and the new tangible personal property regulations under Rev. Procs. 2012-19 and 2012-20 for §263(a) Repairs and Dispositions Studies. Responsible for training new consultants and sales staff. Created in-house pricing models, training manuals, marketing materials, etc Show less



KPMG

• Brazil
• Construction

• Manager - Fixed Asset Services

  • Apr 2010 - Apr 2012

  Dallas/Fort Worth Area Specialized in Cost Segregation, Fixed Asset Studies, and §263(a) Repairs and Dispositions Studies



CMDuncan - Cost Segregation LLC

• President

  • Oct 2009 - 2010

  Sole practitioner cost segregation practice



Marvin F. Poer & Company

• United States
• Leasing Real Estate
• 1 - 100 Employee

• National Director - Cost Segregation

  • Apr 2006 - Oct 2009

  National Director of Marvin Poer's cost segregation practice. Have rebuilt an existing practice from scratch. Designed and developed proprietary software. Have taught numerous seminars for professional organizations such as the AICPA. Responsible for training new consultants and sales staff. Created in-house pricing models, training manuals, marketing materials, etc... A cost segregation study is a Federal income tax tool that increases your near term cash flow… Show more National Director of Marvin Poer's cost segregation practice. Have rebuilt an existing practice from scratch. Designed and developed proprietary software. Have taught numerous seminars for professional organizations such as the AICPA. Responsible for training new consultants and sales staff. Created in-house pricing models, training manuals, marketing materials, etc... A cost segregation study is a Federal income tax tool that increases your near term cash flow, in the form of a deferral, by utilizing shorter recovery periods to accelerate the return on capital from your investment in property. Whether newly constructed, purchased or renovated, the components of a building may be properly classified, through a cost segregation study, into shorter recovery periods for computing depreciation deductions. The study properly carves out certain qualifying portions of your building that are normally buried in a thirty-nine year or twenty-seven and a half year category. Show less



SOURCECORP Tax Benefits Group

• National Director - Cost Segregation

  • Aug 2003 - Apr 2006

  Built a well respected cost segreagtion practice from scratch. Have designed and developed proprietary software. Have taught numerous seminars, around the country, for professional organizations such as the AICPA. Managed or performed several hundred studies on numerous building types. Trained new hires as well as sales staff.



Marshall & Stevens

• United States
• Financial Services
• 1 - 100 Employee

• Manager - Cost Segregation

  • Jun 2002 - Aug 2003

  Developed in house pricing models that are still being used by the practice. Was responsible for most projects east of the Rocky Mountains. Trained new hires.



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Manager - Cost Segregation

  • May 1997 - May 2001

  Performed cost segretation studies throughout the country. Trained new hires. Assisted in the development of proprietary software for performing work.