Charitable Gift Annuity

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Save documentation of charitable donations

Published February 7, 2010, 4:04 am, Westland Observer

Q: Dear Rick: I'm preparing my 2009 tax return. The instructions state in order to deduct charitable contributions you must make the contribution in that calendar year. I thought I read something that said you were allowed to deduct charitable contributions on your 2009 return as long as a contribution was made before February 2010. If this correct?

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Sources say elderly investors lost millions in Houston fraud

Published February 3, 2010, 10:48 pm, Houston Chronicle

The Texas Department of Insurance is investigating Houston businessman Leon “Randy” Sinclair III and his companies, National Estate Planning, Inc. and the non-profit Golden Legacy, Inc., for annuity investments they made for elderly clients.

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