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 10, 2020 | Community
Featured Business for the Month of January Inspired Home & Gifts www.inspiredhomeandgifts.com casey@inspiredhomeandgifts.com Casey Smitherman, Owner “I originally went to Storen Financial for help setting up my new business and making sure I...
by the Storen Team | Jan 9, 2020 | Community
Featured Business for the Month of January Here To There Movers www.HERETOTHEREMOVERS.com 1-888-218-MOVE Joshua Baxter, Owner “I can remember getting introduced to Kim. She was in the process of her taking on accounts from another accountant as he was...
by the Storen Team | Jan 9, 2020 | Community, Education, Events, Medicare
Ruth’s presentation will help navigate the Medicare puzzle. RSVP Today as Space is Limited! Join us for a presentation titled “Medicare 101” by Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience. This...
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 6, 2020 | Businesses, Taxes
Just a reminder to all our business clients that paid Subcontractors in 2019: The due date to send 1099s to a subcontractor and a signed Form 1096 to the IRS is January 31st! The IRS penalty for missing the January 31st deadline is $100 per subcontractor. If you would...
by the Storen Team | Dec 19, 2019 | Financial Planning, Resources, Retirement
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Hi Everyone! We have been providing you updates throughout the year in regards to the SECURE ACT and possible retirement plan changes it may bring. Well, it appears the Act will be passed before...
