Blog by Brian Biggs, CPA–

Financial Advisor, Senior Tax Accountant

Debbi Kuller –

Chief Operating Officer

Reaching out to your accountant periodically – and not just at the very end of the year – empowers you to discuss financial situations and strategies that, if not addressed in a timely manner, can become costly. By proactively meeting with your accountant, you avoid unwanted surprises as well as spending unnecessary money and time reacting to avoidable problems. Here are 7 topics you’ll want to address with your accountant now… Click here to read this blog.

This summer, three of our Storen team members travelled to Carlsbad, CA for the Thomson Reuters Practice Forward Advisory Symposium. Kim, Debbi, and Erika spent a week expanding their knowledge about Business Advisory Services and its positive impact on our clients... Click here to read this blog.

Join us for one of these workshops, where we will help you build a family binder that stores all of your essential information in case of an emergency or unexpected death. Register now, space is limited! Click here for details.

At this point, you’re likely working to sift through business tax, manage your accounting and bookkeeping, or even reinvest your profit into a retirement plan. Here are three key topics you’ll want to consult a professional about… Click here to read this blog.

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 the concept of credit. Click here to watch this video.

Chelsea Brown –

Administrative Manager

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.