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Hi, Website Visitor. Here are this weeks ' best practices ' articles from Wertz & Company. Please contact us with questions.
 Glossary: | #ABCDEFGHIJKLMNOPQRSTUVWXYZ |
 Timely Opportunities  
Important Tax Changes for 2008  
Here are some important tax figures
for the upcoming year, including the Social Security wage base, qualified retirement plan and IRA contribution limits, driving deductions, allowable business write-off amounts and more. Copy this chart and keep it handy to assist you in planning for 2008.  

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 Planning Your Estate  
Save on Taxes While Doing Good  
A charitable remainder trust
can help you avoid capital gains taxes and estate taxes on appreciated assets -- but that's just the beginning. You also receive an immediate tax deduction and income for the rest of your life. Plus, you get to leave a gift to your favorite charity when you die. But this estate-planning tool isn't for everyone. Here are seven steps to consider.  

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 Personal Tax  
Life Insurance Donations Yield Tax Savings  
Give a policy you no longer need to a qualified charity and you might be able to claim hefty tax deductions. But read on to understand a few caveats.  
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 Latest Business Headlines  
Checking in: It Takes a City to Help Open a Hotel
nytimes.com - Sun, 5 Jul 2009 00:44:16 GMT

Goldman Sachs: The great American bubble machine
seattlepi.com - Sun, 5 Jul 2009 00:23:35 GMT

INSIDE WASHINGTON: Archives' record-keeping lapse
sfgate.com - Sat, 4 Jul 2009 23:37:41 GMT

Steve McNair, former NFL star, killed in Tenn.: reports
ibtimes.com - Sat, 4 Jul 2009 22:45:42 GMT

Car dealer fights Chrysler over franchise
wtopnews.com - Sat, 4 Jul 2009 22:31:04 GMT

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