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Don't miss the upcoming educational event, Tax-smart Distribution Strategies! | We had great questions and conversations at our last Financial Toolbox event. Several attendees commented on their way out that it was the best educational event they've been to and they learned a lot! More details below... | |
Case Study: Almost $2000 Avoidable QCD Error | |
Misinformation About QCDs Significantly Impacted Tax Situation | |
If a financial advisor is not knowledgeable of the rules and regulations that apply to Qualified Charitable Distributions, mistakes can be made that lead to costly tax situations. One such situation recently occurred in the thick of tax season while reviewing our tax client’s documents. We discovered that our client had been misinformed by his financial advisor, and an error had occurred related to the money he’d given to charity.
After further inspection, our Storen Financial Accountant noticed that the QCD was not made from an IRA. This was a big red flag because...
Click here to continue reading this blog.
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Blog by Alex Kiritschenko, EA –
Financial Advisor, Senior Tax Accountant
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This is a hypothetical example and is not representative of any specific situation. Your results will vary. | |
Video: How to Get Started with Financial Planning | |
Financial Advisor, Ronnie Jackson, CFA®, walks you through our financial planning and consultation process. | |
Join us as Financial Advisor, Ronnie Jackson, and other members of our investment team walk you through how our financial planning process works and how simple it is to get started. Our goal is to make the process an easy and stress-free way for you to get the maximum value out of your consultation. Our team of dedicated professionals hope to establish the foundation of an open partnership, where we work together routinely to help keep you on a healthy financial path. Click here to watch this video. | |
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Ronnie Jackson, CFA® –
Financial Advisor
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The last day to file 2023 business tax returns is Monday, 9/16. In order for us to complete your extended business return by the 9/16 deadline, we will need your documents as soon as possible. Information received after 9/1 will be subject to a $250 expedited fee. (Click here to access the Client Portal to upload your documents.)
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If quarterly estimated taxes are not paid on time, interest and penalties will accrue equal to 1/2 percent of the unpaid amount per month. (Click here for more information.)
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More Important News & Resources | |
Our goal is to share valuable and practical information with you through our blogs, resource links, social media posts, and updates. On our blog, you’ll find all the tools, resources, and information you need. Have questions? Give us a call! | |
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Event: Tax-Smart Distribution Strategies for Retirement – September 12 | Join us for this complimentary event where Storen Financial’s Investment team will educate on the important decisions you must make when moving from the savings phase to the retirement income phase, including how to generate the necessary money to support your lifestyle. Click here for more information about this event. | |
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More Training Classes Coming Soon! |
We’ve developed training courses aimed at isolating the most commonly asked questions and setting your business up for future success. Register now!
Intro to QuickBooks Online | September 9
QuickBooks Online Workshop | October 24
Click here for details.
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Streamline Your Business with QuickBooks Online Receipts | Business owners are constantly seeking ways to streamline processes and increase efficiency. One often overlooked area where efficiency gains can be made is in managing receipts. With QuickBooks Online (QBO), business owners can take advantage of powerful tools to digitize and organize receipts, which in turn saves time, reduces the risk of errors, and protects you in the case of an audit. Click here to read this blog. | |
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Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young professionals in their 20s-30s often face. In this video, Joseph explains and simplifies 529 plans. Click here to watch this video. | |
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Story: Summer Intern Shares His Experience | “Storen Financial is an opportunity like no other. I have met the most amazing people and learned so much in one short summer. Every Storen employee is warm, caring, talented, and always willing to help. Everyone is a hard worker and a great communicator, which helps create a close relationship between employees and clients alike." Click here to read this blog. | |
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Now Hiring! Know someone looking for a new career? | We need your help! Know someone searching for a new career? Please share with them! Click here to learn more about our careers. | |
Have feedback to share with us? Send us a testimonial! We’d love to hear about your experience with Storen Financial. Click here to share.
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Comprehensive Financial Services | |
We are here year-round offering comprehensive tax, accounting, and financial planning services that will help you pursue your financial objectives... | |
Our team is committed to delivering professional financial services with personalized customer attention. Have you met... | |
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Lynn Prust–
Client Relations Manager
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Lynn joined the firm in 2012 and is an integral part of the Advisory team. As the Client Relations Manager, Lynn serves as Storen Financial’s Ambassador and keeps the lines of communication flowing while overseeing any movement of client money such as contributions, distributions, account transfers, and RMDs. She is passionate about helping others and making their lives easier. Lynn is credited with providing peace and solidarity to our clients through the investment process from start to finish. Click here to read more. | |
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ADDRESS
1120 W Oak St, Suite 200
Zionsville, Indiana 46077
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Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Click here to learn more about Storen Financial. | |
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Brass Tax Wealth Management, a registered investment advisor. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Greg Storen and Storen Tax & Financial Group Inc., a separate legal entity, are not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.
Brass Tax Wealth Management and Storen Financial are separate entities from LPL Financial. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
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