by the Storen Team | Jan 1, 2025 | Team News
Our office will be closed on the following days… Please visit our contact us page for current office hours and contact information. Click here for more info. 2025 January 1/1 1/20 April 4/17 – 4/18 May 5/26 June 6/19 6/30 July 7/1 – 7/4 September 9/1 November...
by the Storen Team | Dec 2, 2024 | Businesses, Resources, Resources for Businesses, Taxes
What is Business Personal Property Tax (PPT)? In 38 states, including Indiana, the cost of a business’s tangible personal property is taxed by the county where the property is physically located. This is a different tax than the common Income Tax, and it is a...
by the Storen Team | Nov 13, 2024 | Case Studies, Financial Planning, Resources, Retirement, Taxes
Understanding How Inherited IRA Rules Impact Taxes is Essential to Wealth Management Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their tax savings. One such situation...
by the Storen Team | Nov 4, 2024 | Businesses, Resources for Businesses
What is a business budget? Running a successful business requires proactive financial management, careful planning, and effective decision-making. At Storen Financial, we know that a key tool in achieving your business goals is the development of a well-structured...
by the Storen Team | Nov 1, 2024 | Forms, Tax FAQs
Here are a few handy forms to help you during this tax season. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Checklist Worksheet Existing Client Forms New Client...
