by the Storen Team | Jan 1, 2020 | Meet the Team
Kim Storen, EA Senior Tax Accountant Kim is a Senior Tax Accountant who specializes in helping small businesses with sales up to $10 million. With a keen understanding of the intricate ways taxes can influence various aspects of a business, she thrives on guiding...
by the Storen Team | Jan 1, 2020 | Meet the Team
Greg Storen, MBA Managing Partner / CEO, Advisory Services Director As the owner of Storen Financial, Greg plays a pivotal role in steering the firm’s operations and strategic direction. With a passion for finance that developed early in his life, Greg has accumulated...
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...
by the Storen Team | Dec 10, 2019 | Businesses, Resources for Businesses, Retirement
In your business you wear many hats and managing your company’s retirement plan can be stressful and time consuming. However, as a fiduciary it is your responsibility to make sure the plan has the right mix of investments as well as ensuring the participants...
by the Storen Team | Dec 10, 2019 | Businesses, Resources for Businesses, Taxes
Common this time of year you will many want to reward your employees with a holiday bonus. This will recap how to remain compliant with the IRS and still be able to bring holiday cheer to your hard working employees. All cash bonuses are considered compensation, so...
by the Storen Team | Dec 5, 2019 | Businesses, QuickBooks, Resources for Businesses
Article from QuickBooks As the end of the year approaches, you will need to complete certain tasks in QuickBooks to close out the old year and prepare for the new one. The following sections can help guide you through these end-of-year tasks to make the ending of one...
by the Storen Team | Dec 5, 2019 | Businesses, Resources, Resources for Businesses, Taxes
A few weeks ago, I was able to attend the annual National Tax Conference held in Washington DC for tax practitioners sponsored by the National CPA Association (AICPA). It is always a great conference with helpful information for us to better able to service you as our...
by the Storen Team | Dec 4, 2019 | Financial Planning, Resources
Blog by Brian Biggs, CPA – Storen Financial Our CollegeChoice 529 Rep visited our office recently and these were the top tips and tricks that we came away with from that meeting… 1. Distributions for k-12 or college can come out of the same account and...
by the Storen Team | Dec 4, 2019 | Financial Planning, Resources
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Achieving a Better Life Experience (ABLE) accounts, created in 2014 by congress, are tax-free accounts designed to provide a source of revenue for individuals with disabilities. The dollars...
by the Storen Team | Nov 26, 2019 | Resources, Retirement, Updates
We are reaching out to our valued clients to advise them of several retirement plan issues you may or may not be aware of… All Dow/Corteva employees will need to check their 401K contribution amounts All Corteva employees will need to check their 401K...
