by the Storen Team | Nov 20, 2019 | Financial Planning, Resources, Taxes
Blog by Rob Dukes – Finance Administrator, Admin Team Lead This is a common question we get from clients, and the requirements may surprise you. The “Gift Tax” is actually a misnomer for the vast majority of taxpayers. The gift tax obligation is limited to...
by the Storen Team | Nov 8, 2019 | Financial Planning, Resources, Retirement, Taxes
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional It’s the time of year when leaves are falling, crisp air and tax planning! That is right, tax planning. We all need to take a few minutes and review our finances for 2019 and part of...
by the Storen Team | Nov 4, 2019 | Community, Events
We are excited to sponsor the third annual Z Gravy Chase in Zionsville, Indiana racing throughout the historic town and along the bricks on Main Street! Start a new tradition on Thanksgiving morning racing with all your friends and family right in downtown Zionsville....
by the Storen Team | Oct 23, 2019 | Resources, Taxes
Blog by Kim Storen, EA – Managing Tax Accountant, Business Services Manager Bitcoin, the most common type of virtual currency, was created in 2009 by an anonymous individual referred to as Satoshi Nakamoto. Currently there are over 1500 types of virtual currency...
by the Storen Team | Oct 10, 2019 | Retirement, Team News
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop Greg Storen completed the semiannual training with America’s IRA Experts at Ed Slott and...
