As much benefit as technology brings into the world (like this blog!), there is a darker side: con artists and thieves are getting increasingly skilled at bending the web, email and even the telephone to criminal ends.  Recognizing that many schemes involve criminals posing as the Internal Revenue Service, the IRS recently posted a series […]

As the year draws to a close, you may consider making a tax-efficient gift to Duke through a life income gift known as a charitable gift annuity (CGA). CGAs provide a meaningful way to support Duke’s future while allowing you to secure a fixed income for you and your loved ones. When you establish a […]

There are many reasons why we choose to give to charity.  At the forefront for most is the satisfaction of knowing it is making a difference in the lives of others.  The U.S. gave an estimated $358.4 billion to charity in 2014, which surpassed the peak giving level seen before the Great Recession, according to […]

Most Americans create their first will when they have children or after they have accumulated some assets, typically no later than the age of 40.  Sadly, many people forget about it thereafter. Some think that updating estate plans will be too time-consuming or costly.   Others just don’t want to think about death or procrastinate […]

Although tax season is behind us (phew!), it reminded me of this very common question. Let’s say it’s back in April and you’re figuring out how much tax you owe the federal government.  At some point you are told “you are subject to AMT.” That stands for “Alternative Minimum Tax.”  But what does that mean? […]