by the Storen Team | Dec 4, 2019 | Financial Planning, Resources
Blog by Brian Biggs, CPA – Storen Financial Our CollegeChoice 529 Rep visited our office recently and these were the top tips and tricks that we came away with from that meeting… 1. Distributions for k-12 or college can come out of the same account and...
by the Storen Team | Dec 4, 2019 | Financial Planning, Resources
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Achieving a Better Life Experience (ABLE) accounts, created in 2014 by congress, are tax-free accounts designed to provide a source of revenue for individuals with disabilities. The dollars...
by the Storen Team | Nov 26, 2019 | Resources, Retirement, Updates
We are reaching out to our valued clients to advise them of several retirement plan issues you may or may not be aware of… All Dow/Corteva employees will need to check their 401K contribution amounts All Corteva employees will need to check their 401K...
by the Storen Team | Nov 21, 2019 | Financial Planning, Retirement, Stock Market, Updates
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Some of you may have heard Charles Schwab is bidding to acquire TD Ameritrade for $26 Billion. This deal is not completed and only a bid to purchase. We wanted to reach out to our clients and make...
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...
by the Storen Team | Oct 9, 2019 | Taxes
All returns that have not been completed need to be completed by Tuesday, October 15th. There are NO second extensions. Contact our office with questions or to schedule a time to complete your return. Our office hours are 8:30am to 4:30pm on Tuesday. If you are unable...
