by the Storen Team | Aug 10, 2026 | Financial Planning, Resources, Retirement
Before choosing an investment advisor, make sure you understand the fee structure. Before you agree to work with a financial advisor, ask how they are compensated and what services are covered by their fee. Some advisors may charge additional fees for certain...
by the Storen Team | Aug 4, 2026 | Financial Planning, Retirement
Planning Your Legacy: A Guide to Transferring Wealth to the People You Love Estate planning isn’t just paperwork — it’s how you make sure the wealth you’ve built goes to the right people, at the right time, in the right way. Without a clear plan,...
by the Storen Team | Aug 4, 2026 | Helpful Links, How-to, Resources, Tax FAQs, Taxes, Updates
View ALL of your tax info in one place! Have questions about how much tax you paid? What was that notice from the IRS about? Did you receive Stimulus payments, and if so, how many or which ones? All this information and so much more is now available on your IRS Online...
by the Storen Team | Aug 4, 2026 | Helpful Links, How-to, Resources, Tax FAQs, Taxes
View your state tax info online In addition to setting up your IRS.gov account in order to access all of your federal tax information, we recommend all clients create an INTIME account for their state tax information. The Indiana Department of Revenue’s (DOR) current...
by the Storen Team | Aug 2, 2026 | Business 1099, Business Coaching, Businesses, Resources for Businesses, Taxes
1099 Filing Requirements for Business Owners: What You Need to Know Understanding who needs a 1099, which form to use, and when the forms are due can help your business avoid unnecessary penalties and stay organized during tax season. If your business made payments to...
by the Storen Team | Aug 1, 2026 | How-to, Resources, Tax FAQs
Client Portal Overview At Storen Financial, we use a secure Client Portal to store all your documents. Find the how-to instructions for accessing and utilizing your portal below… Upload and Download All of Your Client Documentation Initial Client Portal Setup...
by the Storen Team | Aug 1, 2026 | 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 | Aug 1, 2026 | Businesses, Resources, Resources for Businesses, Taxes
What is “pass-through entity?” “A [pass-through] entity is a legal business entity that passes any income it makes straight to its owners, shareholders, or investors [such as a Partnership or S Corporation]. As a result, only these individuals—and not the...
by the Storen Team | Jul 29, 2026 | Meet the Team
Zack Tarr Technology Operations Manager Zack Tarr joined the Storen Financial technology team in July 2026. In his role, he manages technology initiatives to create a better experience for both clients and team members. He works closely with departments across the...
by the Storen Team | Jul 28, 2026 | Newsletters
Have you read our July Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...
