Area of Focus
Washington National Tax Federal tax

Douglas Borg

Senior Manager, Family Office
Area of Focus
Washington National Tax Federal tax

About Doug

Doug Borg provides tax and estate planning advice and consultation services to individuals, families, family offices, and trust companies. Doug advises clients on income and estate tax strategies, charitable giving, wealth preservation, financial planning, and trust administration. Doug focuses much of his practice on cross-border issues affecting his clients, including expatriation planning, international income and estate taxation, tax treaty application, structuring international investments, foreign trusts, and estate planning for multi-jurisdictional families. Doug helps clients identify opportunities to thoughtfully accomplish their life goals and manage the challenges of wealth and estate planning, whether they be tax savings, wealth transfer, asset protection, or charitable giving.

Outside of work, Doug is an avid squash player, cyclist, and sailing enthusiast as well as a devoted family man.


Experience

Doug has worked in tax advisory, estate planning, and wealth management services for private clients and investors for over ten years. Prior to working at RSM US, Doug advised families and individuals on financial and estate planning, taxation, and trust administration in the private client group of an investment advisory firm.


Professional affiliations and designations

  • Attorney, Maryland
  • Certified public accountant, Maryland
  • American Institute of Certified Public Accountants
  • American Bar Association
  • Society of Trust and Estate Practitioners (STEP)
  • Baltimore Estate Planning Council

Education

  • LL.M., taxation, University of Florida
  • Juris Doctor, cum laude, American University Washington College of Law
  • Bachelor of Arts, politics, Washington and Lee University