by the Storen Team | Oct 10, 2019 | Retirement, Team News
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop Greg Storen completed the semiannual training with America’s IRA Experts at Ed Slott and...
by the Storen Team | Oct 9, 2019 | Taxes
All returns that have not been completed need to be completed by Tuesday, October 15th. There are NO second extensions. Contact our office with questions or to schedule a time to complete your return. Our office hours are 8:30am to 4:30pm on Tuesday. If you are unable...
by the Storen Team | Oct 8, 2019 | Financial Planning, Resources, Retirement
Blog by Brian Biggs, CPA – Storen Financial Fall is just beginning and it may seem early for yearend financial planning but don’t procrastinate on planning ideas. Investors need to give themselves and their advisor time to consider if an idea would be helpful and then...
by the Storen Team | Oct 3, 2019 | Medicare, Resources
Have questions about Medicare? If you were able to join our Medicare 101 presentation last week, great, thanks for attending! If not, or if you still have questions, we offer a no cost individual Medicare consultation along with supplement insurance options. No Cost...
by the Storen Team | Sep 23, 2019 | Businesses, Resources, Taxes
Blog by Kim Storen, EA – Managing Tax Accountant, Business Services Manager We get this question all the time…I am thinking of starting a business, can I deduct my research and start up expenses? Not surprisingly, this is a very complicated part of the tax law...
by the Storen Team | Sep 17, 2019 | Community, Events, Medicare
*This blog was updated 9/25: This event is full. Please check back for new events soon! Join us for Ruth Hoffman’s “Medicare 101” presentation. Join us for a presentation titled “Medicare 101” by independent insurance agent Ruth Hoffman....
by the Storen Team | Sep 12, 2019 | Resources, Team News
Accountants Give Tips on What Questions to Ask Potential Advisors, Stolen Identities, and When to Invest – Enlightened Transitions Podcast On this episode of Dillman Law Group’s Enlightened Transitions, Anna sits down with accountants Kim and Greg Storen, of Storen...
by the Storen Team | Sep 11, 2019 | Resources, Retirement, Stock Market
Blog by Brian Biggs, CPA – Storen Financial August reminded us that, in the short term, stock markets can make dramatic and unexpected swings up and down. We like the “ups” but the it’s the ‘”downs” that can scare us. We do not know what the future short term moves in...
by the Storen Team | Aug 21, 2019 | Resources, Taxes
Blog by Tim McGuffin, EA – Staff Accountant Members of the Storen Financial team recently attended the National NATP Conference in Chicago, IL in order to further our tax knowledge and gain insights into the most recent changes in the tax law. The National...
by the Storen Team | Aug 16, 2019 | Community, Events
Storen will be raising $3000 to send Lynn Prust, Doug Johnson, and one of our clients, Greg Lanham over the edge on September 27th in the heart of downtown Indianapolis! These three will be rappelling 17 stories down the Barnes & Thornburg Building. All of the...
