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Don't miss this educational event! | |
Join us for the Financial Toolbox Event:
The Trifecta of Tax Planning on 7/25, more details below...
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Case Study: Avoid a Major Tax Bill with the Margin Loan | |
This Client Might Have Avoided Capital Gains If… | |
A new client came to one of our Storen Financial advisors with questions about a particularly messy tax situation. Their previous advisor at another firm had distributed a substantial amount of money from their nonqualified account in order for them to purchase a vacation home. Because it was a nonqualified account that the advisor pulled from, the client was then required to pay a substantial amount of capital gains tax on the home, much to their surprise... Click here to continue reading this blog. | | |
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Blog by Greg Storen, MBA –
President/CEO, Advisory Services Director
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A Day Filled with Learning, Fun, and New Adventures | |
The entire Storen Financial team gathered for a day of training and education led by our Investment, Tax, Business Services, Admin, HR, Technology, and Communications team leaders. As always, this meeting was a lively, efficient way to regroup and refocus after a tremendously busy tax season as well as to strategize plans for the remainder of the year. As always, meetings like these instill in us the true feeling of connection and collaboration. Highlights from the day included... Click here to see more pictures and continue reading this blog. | | |
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Debbi Kuller –
Chief Operating Officer
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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: The Trifecta of Tax Planning – July 25 | Join us for this complimentary event on July 25th, where Storen Financial’s Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect your current and future tax situations: Roth Conversions, Qualified Longevity Annuity Contracts, and Qualified Charitable Distributions. Click here to read this blog and register. | | |
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Education is the Foundation for Success
| Why take one of our business training courses? The answer is simple. Save yourself the time of making costly mistakes and reinvest it in more important aspects of your business. When you know how to correctly use accounting software and understand your financials, you can keep pace with industry advancements, retain a loyal customer base, and deliver fine-tuned results. Click here to read this blog. | | |
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Maximize this QuickBooks Online Feature to Increase Profit | Many users do not take full advantage of the countless features QuickBooks Online offers to help businesses track their income and expenses. Why? It’s simple. Accurately tracking your income and expenses can lead to lowered costs and increased profit. Classes are just one of the features in QBO that can help you achieve this. 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 budgeting. Click here to watch this video. | | |
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Greg Storen Completes Yearly Advanced Training from America’s IRA Specialists at Ed Slott and Company, LLC | Recently, Ed Slott said this about Greg Storen: "I commend Storen for continuously prioritizing his education and going above and beyond to deliver informed and accurate financial guidance to his clients in a time when it’s needed most. With this ongoing training, Storen can be ahead of the latest legislative developments and innovative strategies to empower clients to navigate the evolving terrain of retirement planning with confidence and clarity.” Click here to read this blog. | | |
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We Shredded Almost 3 Tons of Paper at Our Recent Shred Day! | Our Shred Day here at Storen Financial was well attended. We hosted a multitude of families as they shredded their documents, with an impressive total of 5,900 pounds, or 2.68 metric tons of paper. This is 2,140 pounds more than what we shredded during our last Shred Day in 2021! Click here to read this blog. | |
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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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Martha Medlen, AFSP –
Tax Preparer
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Martha attended tax school and then completed taxes for several years prior to joining Storen Financial in 2017. She is an IRS annual seasonal tax preparer and assists with data entry, organizing client files, and contacting clients regarding their returns. The question that led her to the tax field was, “Why do we pay so much in taxes?” She loves when all the pieces of a tax return fit together and especially when the bottom line shows a refund. 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. | |
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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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