by the Storen Team | Aug 6, 2019 | Financial Planning, Resources
With children heading back to school soon, it’s time to get serious about saving money for education after high school (or Indiana K-12 tuition). It’s never too late to start, and Indiana offers a great state tax benefit on contributions into an Indiana529 Direct...
by the Storen Team | Jul 24, 2019 | Resources, Taxes
Blog by Doug Johnson – Staff Accountant, Storen Financial Did you, a friend, or family member just move to Indiana and have questions about your taxes? Here are a few of the most frequently asked questions related to the differences between Indiana and other state’s...
by the Storen Team | Jul 22, 2019 | Community, Events
Our Shred-it Day is coming in August! The Rays paper shredding truck will be at our Brownsburg office on August 24th to instantly shred all your personal documents on site. Our Shred-it event is a secure way to get rid of your documents containing personal information...
by the Storen Team | Jul 11, 2019 | Team News
Blog by Greg Storen, MBA – Owner, Storen Financial Our new building in Zionsville, Indiana is moving along at a rapid pace! We currently have brick on 1/3 of the structure and indoor framing is well underway. As our new office takes shape, we thought we’d answer a few...
by the Storen Team | Jul 8, 2019 | Resources, Retirement
Article from Forbes.com As the Senate looks to pass the SECURE Act (Setting Every Community Up For Retirement Enhancement, H.R. 1994) it may make some changes to Individual Retirement Arrangements (IRAs). Here are main the details of what could change. Bear in mind...
by the Storen Team | Jun 27, 2019 | Taxes, Team News
Kim Storen and Greg Storen attended the American Tax Professional Group Meeting (ATPG) in Helena, MT this week. This is group of 15 large tax practice owners from around the country. Large is defined as a practice preparing from 500 tax returns to 9000 returns (Storen...
by the Storen Team | Jun 21, 2019 | Resources, Taxes
Blog by Gary Wilburn, EA – Storen Staff Accountant The 2017 Tax Cuts and Jobs Act made major changes to the tax code including a decrease in individual income tax rates and an increase in the standard deduction to $24,000 for a Married Couple and $12,000 for a Single...
by the Storen Team | Jun 6, 2019 | Education, Retirement, Stock Market
Blog by Brian Biggs, CPA – Storen Financial Last month I attended a three-day conference for financial industry professionals hosted by the leading provider of independent investment research, Morningstar. Two well-known aspects of Morningstar’s research are the...
by the Storen Team | May 23, 2019 | Resources, Taxes
Blog by Rob Dukes – Storen Financial Junior Accountant When people think of taxes, they think of a Certified Public Accountant (CPA). Most people believe if they are to pay someone to prepare their taxes that person must be a CPA, when actually that person doesn’t...
by the Storen Team | May 21, 2019 | Education, 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 Zionsville, IN – May 21, 2019 – Greg Storen, MBA, Owner of Storen Financial completed his...
