Team Attends 2025 Ed Slott Training Workshop | | Ed Slott’s Exclusive 2-Day IRA Workshop For Financial Professionals | | |
Recently, several of our team members attended Ed Slott and Company’s Exclusive 2-Day IRA Workshop for Financial Advisors in Chicago. Not only did many of our advisory team members make the trip, but a couple of our tax accountants also attended as well. At Storen Financial, we put a heavy emphasis on education and find so much value in Ed Slott’s team and their approach to retirement planning.
The event had a heavy focus on “planning with the end in mind,” specifically how to incorporate tax planning into your retirement plan... Click here to continue reading this blog.
| | | | |
Blog by Kiran Sharma –
Financial Advisor, Tax Accountant
| | It's back-to-school time - don't forget this! | | Important Tasks to Complete When Your Child Turns 18 | | Do you have the authority to help your adult child in the case of an emergency? | | At the age of 18, your child becomes an adult in the eyes of the law and you no longer have the power to make financial, medical, or educational decisions for them. To protect their interests and continue to be an informed parent, talk to your young adult about completing these three key documents... Click here to continue reading this blog. | | | | |
Blog by Greg Storen, MBA –
President/CEO, Advisory Services Director
| |
-
The last day to file 2024 business tax returns is Monday, 9/15. In order for us to complete your extended business return by the 9/15 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.)
-
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.)
| | 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! | | | | Event: The Basics of Social Security – 9/18 | |
Join us for this complimentary event on September 18th, where Financial Advisors Kiran Sharma, Ronnie Jackson, and Alex Kiritschenko will educate on the basics of Social Security. This transition can introduce many questions for those nearing retirement, especially when you’re unsure of your future retirement date, don’t know when you’re eligible for benefits, and may even be overestimating what you expect your monthly benefits to be...
Click here for event details.
| | | | |
Whether you started a new job and have a much larger income now or you’re lost in the mix of heavy expenses and have no clue what you’re spending (but you’re pretty sure it’s too much), we’ve all had the rude awakening of realizing we need a solid budget. Here are six steps for creating a realistic and achievable budget…
Click here to read this blog.
| | | | How to Take Money Out of a Business–Part 4 | |
In this last blog to our four-part series, we review how to properly pull money out of an S Corporation. As the owner of an S Corporation, you have four ways to pull money from your business. Let’s look at these four ways and the tax impact of each....
Click here to read this blog.
| | | | |
At the most fundamental level, tax projections are like a scorecard, and that score helps you identify any potential “surprises” before they unfold. Running these projections periodically is a great way to prepare for tax season and make more informed decisions about your money along the way...
Click here to read this blog.
| | | | Key Impacts of the One Big Beautiful Bill Act on Businesses | |
The One Big Beautiful Bill Act of 2025 brings a host of changes that will sweep US tax law, affecting deductions, credits, and savings accounts across the board. To help you sift through all the legislation and ongoing updates, we’ve compiled a list of the key aspects that will impact how businesses file their 2025 tax returns...
Click here to read this blog.
| | |
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.
| | 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... | | | | |
Laura Barahona –
Financial Assistant
| | |
Laura joined Storen Financial in 2019, bringing 20+ years of experience in the financial services area. She attended Florida Gulf Coast University in Fort Myers, Florida. Laura’s responsibilities include assisting with investment operations and Compliance oversight. Click here to read more.
| | |
Know someone who might benefit from this information?
Share this email with them!
| |
ADDRESS
1120 W Oak St, Suite 200
Zionsville, Indiana 46077
| | | 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.
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. Registration as an investment advisor does not imply any level of skill of training.
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.
| | | | |
