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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
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

 

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