by the Storen Team | Feb 1, 2023 | Businesses, Resources, Resources for Businesses, Taxes
Diving Deeper into Complex Tax Law Changes Last month, the Storen Financial tax team completed a two-day training session led by Tax Services Manager, Kim Storen. Over the course of this training, we focused on collaboration of processes, new tax law updates, forms...
by the Storen Team | Jan 31, 2023 | Medicare, Resources
Article from Forbes.com The Medicare Open Enrollment Period is in full swing. From October 15 through December 7 every year, Medicare beneficiaries have the chance to review their drug and Medicare Advantage plans. During this time, they can also add or drop Part D...
by the Storen Team | Jan 6, 2023 | Ed Slott, Financial Planning, Resources, Resources for Businesses, Retirement
Article from Ed Slott and Company, LLC – Sarah Brenner, JD, Director of Retirement Education This holiday season Congress has given us SECURE 2.0. With no time to spare to avoid a government shutdown, they passed the $1.7 trillion Consolidated Appropriations Act...
by the Storen Team | Jan 2, 2023 | Education, Events, Medicare
Have questions about Medicare? General enrollment is available through March 31st. *Our virtual event featuring Medicare information and general enrollment has been rescheduled to March 7th. Join us for this virtual event on March 7th, where Ruth Hoffman, Storen...
by the Storen Team | Jan 1, 2023 | Resources, Tax FAQs
Here are a few answers to the frequently asked questions our team receives. Feel free to give us a call anytime if you have any other questions. Find answers to these questions below… What does it cost to have my taxes done? What information do I need to provide...
by the Storen Team | Jan 1, 2023 | Blog Content Library
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog. Financial Planning and Investments • Video: What is a Roth? • Give the...
by the Storen Team | Dec 9, 2022 | Blog Content Library
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog. Financial Planning and Investments • 7 Strategies for Your Year-end...
by the Storen Team | Dec 8, 2022 | Resources, Taxes
Tax regulation changes to pay attention to: Following the rapid-fire changes made in the middle of the 2020-2021 tax season, there haven’t been nearly as many regulation changes in 2022. However, with the upcoming seat changes in Congress, we expect a tax bill at the...
by the Storen Team | Dec 7, 2022 | Team News
A day filled with learning, fun, and flashing lights It’s that time of year again! The entire Storen Financial team gathered for a day of training and education. Our Investment, Tax, Business Services, Admin, HR, Technology, and Communications teams presented updates...
by the Storen Team | Dec 1, 2022 | Meet the Team
Christie Crockett, MBA, EA Tax Accountant Christie became a valued member of the Storen Financial team in December 2022, embarking on a new journey after a distinguished 34-year career in the pharmaceutical industry. Transitioning into the world of taxes, she brings a...
