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Financial Planning and Investments
• Benefits of a Transfer on Death (TOD) Deed
• Lifetime IRS Gift Tax Exemption will change in 2025
• Video: What is our Financial Timeline?
• Our Retirement Planning Secret, Ed Slott
• Case Study: Avoid a Major Tax Bill with the Margin Loan
• Greg Storen Completes Yearly Advanced Training from America’s IRA Specialists at Ed Slott and Company, LLC
• Event: The Trifecta of Tax Planning – July 25
• Young Professionals Program – Data Protection Explained
• Young Professionals Program – 529 Plan Explained
• Young Professionals Program – Credit Explained
• Young Professionals Program – Life Insurance Explained
• Young Professionals Program – HSA Explained
• Young Professionals Program – Budgeting Explained
• Case Study: NUA – A Tax-Saving Strategy Often Missed
• Trust as IRA Beneficiary – A Potentially Catastrophic Problem
• Video: How to Build a Family Binder
• Event: Innovative Alternatives to Long-term Care – May 16
• Video: What are our Financial Toolbox Events?
• Prepare a Legacy Plan for You and Your Family
• Video: Young Professionals Program – IRA Explained
• Social Security Benefits You May Be Missing
• The QLAC, Another Tax-Saving Strategy
• 2024 Financial Toolbox Educational Events
• Asset-Based Long-Term Care: A Layer of Protection During Retirement
• How to Lose an Inherited IRA and Gain a Big Tax Bill
• 3 Strategies for Maximizing Your Inheritance
Tax Planning and Preparation
• How Long Should I Keep My Tax Returns?
• Video: What is Our Solar Eclipse Promo?
• Tax Team 2023 Training Recap
• IU Distinguished Professor of Astronomy Answers Questions About the Total Solar Eclipse
• Video: What Are Complex Tax Situations?
• Video: Prepping for Tax Season – What You Need to Know
• What it means to extend your tax return?
Business Services
• Benefits of Employer-Sponsored Retirement Plans
• Exit Planning is Good Business Planning
• Event: Business Resources – August 22
• Maximize this QuickBooks Online Feature to Increase Profit
• Education is the Foundation for Success
• What is our top advice for business owners?
• A Multi-Directional Approach for Business Financials
• QuickBooks to Stop Selling Desktop Version
• Set Your Business Up for Success With a Business Tax Consultation
• Video: Q & A – What are Business Advisory Services?
• Corporate Transparency Act Ruled Unconstitutional
• Elevate Your Business with Advisory Services
• Should My Business Buy a New Vehicle?
• Training Program: Understanding Your Financials
• Plan Ahead with Our Business Services Calendar
Medicare Advisory Services
• Event: Medicare General Enrollment Details – February 22
Team News
• May 2024 Team Day Recap
• We Shredded Almost 3 Tons of Paper at Our Recent Shred Day!
• Celebrating the End of Tax Season!
• Shred Day is Coming in June!
• Congratulations to This Storen Team Member on His New Certification!
• Our office is closed on these days…