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...
by the Storen Team | Jan 5, 2020 | Meet the Team
Matt Wilson Portfolio Analyst Matt became a valued member of the Storen Financial team in 2019, bringing with him a wealth of expertise in the finance industry. Matt plays a pivotal role in fostering strong client relationships and delivering tailored financial...
by the Storen Team | Jan 5, 2020 | Meet the Team
Laura Barahona Chief Compliance Officer Laura joined Storen Financial in 2019 and brings more than 25 years of invaluable experience in financial services. She attended Florida Gulf Coast University and specializes in compliance, operations, and technology, equipping...
