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...
by the Storen Team | Jul 23, 2026 | Financial Planning, Resources, Retirement, Taxes
What are Trump Accounts? Established under the One Big Beautiful Bill Act, Trump Accounts are tax-deferred savings accounts designed for children under age 18. As of July 2026, families can officially open accounts and make contributions. The goal is to encourage...
by the Storen Team | Jul 17, 2026 | Events
Learn More: Aim to Maximize Your Social Security Benefits Join us on Tuesday, August 18, for this complimentary event, where Financial Advisors Kiran Sharma, Ronnie Jackson, and Alex Kiritschenko will provide an overview of the basics of Social Security. This...
by the Storen Team | Jul 14, 2026 | Events
Connect, Compete, and Collaborate: Adult Field Day In tandem with the Zionsville Chamber of Commerce, we’re hosting an “Adult Field Day” for young professionals looking to build connections and meet like-minded peers. Join us on Tuesday, August 18, to...
by the Storen Team | Jul 7, 2026 | Team News
Over 8,000 pounds of paper securely destroyed! Recently, we hosted a Shred Day in partnership with the City of Zionsville! Clients and people from the Zionsville community came together to safely dispose of documents and protect their identities. During the event,...
