by the Storen Team | Jan 20, 2020 | Businesses, Resources for Businesses, Retirement
Happy New Year, I am excited about the future and look forward to all that the year can offer. The first quarter is often the time that we all have our personal finances at the top of mind. With new employer benefits taking effect for the year, as well as preparing...
by the Storen Team | Jan 20, 2020 | Community, Education, Events, Retirement
Join us for an in depth discussion with Greg Storen about the SECURE Act. Join us for an educational seminar on “The Secure Act” by Greg Storen, owner of Storen Financial. Greg is a Financial Advisor and Senior Tax Professional. This event is designed to inform you...
by the Storen Team | Jan 15, 2020 | Businesses, Resources for Businesses, Taxes
We want to bring to your attention new compliance requirements from the IRS for S-Corporation shareholders. The IRS will now begin to audit shareholder basis statements. In 2020, they will begin to send audit letters to all shareholders who do not attach a basis...
by the Storen Team | Jan 9, 2020 | Community, Events
Join us on January 21st! Take a tour of our new office and meet our neighbors! We are moved in and getting settled in our new Zionsville office space at 1120 West Oak Street. You have watched the progress over the past year move from dirt to the beautiful new building...
by the Storen Team | Jan 7, 2020 | Team News
The Storen Financial team gathered at our new Zionsville office last week to kick-off the new year and to celebrate our first quarter birthdays! Happy birthday to Rob, Greg, Linda, Vickie, Laura, Brian and Amy for January, February and March birthdays. Because we were...
