Blog by Greg Storen, MBA –

President / CEO, Advisory Services Director



Debbi Kuller –

Chief Operating Officer



Join us for these complimentary, client-only events that are the perfect small-group format to dive into topics such as long-term care insurance, managing taxes on IRA assets, and preparing for living on retirement income. Click here to read this blog.

A business tax consultation can be a game-changer for any business owner. Gaining a firm understanding of tax strategies, entity selection, projections, estimated payments, and allowed deductions can be highly impactful. Our goal is to advise you in these areas and other burning questions you may have. Click here to read this blog.

On Friday March 1, 2024, the U.S. District Court for the District of Alabama declared the Corporate Transparency Act (CTA) unconstitutional. The ruling has the effect of suspending all BOI filing requirements for now, all enforcement actions, and all compliance concerns including questions of “practicing law without a license.” Click here to read this blog.

Did you inherit an IRA from someone who is NOT your spouse? This is not uncommon. Maybe you inherited from a sibling or a parent or a friend. If this is your situation, proceed with caution! For non-spouse beneficiaries, a wrong move can result in disastrous consequences. Click here to read this blog.

When addressing social security issues with clients, particularly those under forty, I am often told, “There will never be anything there for me.” This statement has always bothered me because it illustrates a basic lack of understanding by the American consumer (and often their financial adviser) about the benefits provided by the Social Security System. Click here to read this blog.

Kathryn Miller, CPA –

Senior Tax Accountant



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.

Deferred income annuity contracts are irrevocable, have no cash surrender value, and do not allow withdrawals.

Annuity guarantees are subject to the claims-paying ability of the issuing insurance company.

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.