by the Storen Team | Aug 1, 2023 | Resources, Taxes
Avoid Costly Mistakes on Your Tax Return “Making mistakes can be very costly. In terms of missed deductions or triggering an IRS letter or audit; a tax professional can help eliminate errors and ensure your returns are prepared correctly” (Source). Here are 7 of...
by the Storen Team | Jul 24, 2023 | Financial Planning, Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. President and Advisory Services Director, Greg Storen, discusses the steps you should take 5 years before retirement in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our...
by the Storen Team | Jul 15, 2023 | How-to, Resources, Taxes
Below you will find instructions on how to make your Federal and Indiana state tax estimated payments online. These instructions do not require an account to be set up. Federal Filing Instructions Have the info from your previous year’s return handy to verify...
by the Storen Team | Jul 10, 2023 | Businesses, Financial Planning, Resources, Resources for Businesses, Taxes
Avoid Penalties with the Help of a Tax Professional A complex tax return includes anything beyond filing a W-2 consisting of a paycheck and interest on your bank account. Any other financial transactions or major life events will generate more tax documents to file,...
by the Storen Team | Jul 7, 2023 | Businesses, QuickBooks, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Tax Accountant, Jack Adair, discusses the QuickBooks Online Projects feature in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit...
by the Storen Team | Jul 6, 2023 | Ed Slott, Financial Planning, Resources
Read what Sarah Brenner, JD, Director of Retirement Education, has to say in Ed Slott’s The Slott Report: Health Savings Accounts (HSAs) are rapidly growing in both size and in number. These accounts offer deductible contributions and tax-free distributions for...
by the Storen Team | Jun 28, 2023 | Team News
A day of service filled with hard work, fun, and community This year, Storen Financial implemented a new program for our employees called a “Day of Service.” This is a way to extend an extra day for our employees to be out of the office, volunteering in...
by the Storen Team | Jun 21, 2023 | Financial Planning, Helpful Links, Resources
Charles Schwab & Co., Inc. has announced TD Ameritrade transition planned for Labor Day weekend 2023. In 2019, The Charles Schwab Corporation acquired TD Ameritrade and its related businesses. Since that time, TD Ameritrade has been working with Charles Schwab...
by the Storen Team | Jun 15, 2023 | How-to, Taxes
What is the pass-through entity tax? “Gov. Eric Holcomb signed Senate Enrolled Act 2 into law Feb. 22, 2023, authorizing certain pass-through entities to voluntarily elect to pay tax at the entity level based on each owner’s total share of adjusted gross income. It is...
by the Storen Team | Jun 8, 2023 | Financial Planning, Resources, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, discusses the distribution phase in this video series. In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with...
