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Financial Planning and Investments
• Event: Build a Binder Workshop
• Financial Fitness Check Up – #11
• Financial Fitness Check Up – #10
• Financial Fitness Check Up – #9
• Financial Fitness Check Up – #8
• Financial Fitness Check Up – #7
• Financial Fitness Check Up – #6
• Financial Fitness Check Up – #5
• Financial Fitness Check Up – #4
• Financial Fitness Check Up – #3
• Financial Fitness Check Up – #2
• Financial Fitness Check Up – #1
• 4 Benefits to Offering Employer- Sponsored Retirement Plans
• Virtual Event: Benefits of Appointing a Professional Trustee or POA
• Virtual Event: The Strike Zone with Greg Storen
• IRS Offers Unprecedented Relief for some IRA Owners!
• Virtual Event: Business Owners and Retirement Plans- July 22nd
• Virtual Event: Estate Planning with Lisa Dillman – June 18th
• SECURE Act 529 Distributions
• CARES Act Includes Special Relief for IRA’s and Company Retirement Plans
• Virtual Event: Estate Planning with Lisa Dillman
• Benchmarking Your Employee 401k Plan
• The Importance of Updating the Beneficiary Form
• Event: Greg Explains the SECURE Act
Tax Planning and Preparation
• Benefits of a Virtual Tax Appointment
• Kim’s Tax Tips
• Claim up to $300 from Charitable Deductions
• Things to Consider When Planning Your Charitable Giving this Year
• Did you receive a notice from the IRS about failure to pay?
• Did you know? We have clients in 43 states!
• Summer 2020 Tax Tips
• Top Referrer for the 2019 Tax Season
• Why should you use a tax preparer for your business?
• Video: Tax Truths and Myths During the COVID19 Pandemic
• IRS Launches Registration Tool for Stimulus Checks
• CARES Act and Other Stimulus for Individuals
• Planning Ahead Pays Off at Tax Time
• Coronavirus Tax Relief
• Special Update: Tax Season Deadline Extended from April 15th to July 15th, 2020
• New W-4 Form for 2020
• Hot Topics from the Storen Tax Retreat
• Expired Tax Incentives Return This Year
• IMPORTANT: New IRS Requirement for All S-Corp Owners
• Reminder: 1099 Information for Subcontractors due January 31st
Business Services
• Introducing… Coach’s Corner!
• 8 Tasks to Complete When Starting a Business
• Finalizing 2020 Tips for Businesses
• Video: Kim Joins the Podcast “Real Estate Between the Lines”
• The Mileage Deduction
• 8 Steps to Managing Your Real Estate Business
• Resource Round Up – Medicare Open Enrollment, SECURE Act and Payroll Tax…
• Resource Round Up – Distributions, Payroll Tax and Much More…
• Resource Round Up – IRS Tax Deadlines, Stimulus Updates and Much More
• Resource Round Up – Extension to File, Roll Overs and More
• Resource Round Up – Emergency Loans, Fraud Prevention and More
• Resource Round Up – Stimulus Portal, Unemployment and More
• Resource Round Up – Scams, Funding, Working from Home and More
• Resource Round Up – Taxes, COVID-19, Unemployment and More
• Meet the Business Services Team
• SBA Releases PPP Loan Forgiveness Application
• Video: Your business received the PPP… now what?
• Paycheck Protection Program Details
• Local Chamber COVID-19 Resources for Businesses
• Employer’s Guide to Navigating the Coronavirus
• What’s New with QuickBooks Online
Medicare Advisory Services
• Virtual Event: Medicare Made Clear and Open Enrollment
• Virtual Event: Do you have questions about Medicare Open Enrollment?
• Event: Navigating the Medicare Puzzle – July 15th
• Virtual Event: Join us for “Medicare 101,” Presented by Ruth Hoffman
• Virtual Event: Join us for “Medicare 101,” Presented by Ruth Hoffman
• Virtual Event: Join us for “Medicare 101,” Presented by Ruth Hoffman
Team News
• Storen Team Day!
• Storen School is in Session…
• Cheers from Churchie
• Greg Storen Featured in Indianapolis Monthly Magazine
• Storen Financial Covid Policy
• A Small Way We Can Contribute and Make a Difference in Helping Others!
• Special Message from Greg and Kim Storen