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...
by the Storen Team | May 9, 2019 | Resources, Retirement
Article from U.S. News & World Report HISTORICALLY LOW TAX rates make now an ideal time to convert traditional individual retirement accounts into Roth accounts. Financial planners and tax advisors are advising their clients to switch soon, to take advantage of...
by the Storen Team | May 9, 2019 | Education, Retirement
Blog by Greg Storen, MBA – Owner, Storen Financial “An investment in knowledge always pays the best interest.” Benjamin Franklin spoke these words over two hundred years ago and they have never been more true. I have always thirsted for education and personal growth...
by the Storen Team | Apr 11, 2019 | Resources, Retirement
Resource from Ed Slott and Company Life events may have altered your personal or financial situations since the inception of your retirement accounts. It is important to periodically check in with these accounts and ensure your beneficiaries are still accurate and up...
by the Storen Team | Apr 11, 2019 | Resources, Retirement
Resource from Ed Slott and Company 2019 has brought many changes, including an increase in Traditional and Roth IRA contribution limits. Luckily you do not have to keep track of retirement plan rules on your own. IRA guru Ed Slott has created a wealth of resources to...
by the Storen Team | Apr 11, 2019 | Resources, Retirement
How do you tell someone winter is over? You spring it on them! Spring is here and warmer days are ahead. This is a great time of year to do some spring-cleaning, not only of your home, but also of your finances! Take a moment this spring to check into your retirement...
