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Event: Business Resources – Understanding Your Financials – 6/18

by the Storen Team | May 2, 2025 | Businesses, Events, Resources, Resources for Businesses

Strengthen Your Arsenal of Business Resources with This Educational Event Join us for this complimentary event, which is the perfect small-group format to explore topics crucial to equipping business owners for success. Our Business Services Director, Erika Lewis,...

A Business Tax Strategy That Can Benefit the Whole Family

by the Storen Team | Apr 7, 2025 | Businesses, Resources, Resources for Businesses, Taxes

Set Your Family Up for Success with Income Shifting Strategies For business owners, there are a variety of ways to reduce your tax liability, but it’s hard to know which of these strategies best apply to you. One such strategy that our Business Services team...

Payments Received Through Credit or Cash App Require A 1099-K

by the Storen Team | Mar 1, 2025 | Business 1099, Businesses, Resources, Resources for Businesses

New Reporting Requirements for 1099-K If you are a business owner that accepts third-party transactions, someone using an online marketplace, or someone who frequently receives money on a payment app such as Venmo or Paypal, there are new reporting thresholds. If you...

Learn More by Attending Our 2025 Educational Events

by the Storen Team | Feb 3, 2025 | Businesses, Events, Financial Planning, Resources, Retirement, Taxes, Young Professionals

Do you have the tools you need for financial success this year? This year, we’re providing a variety of educational events to our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial...

How to Take Money Out of a Business – Part 3

by the Storen Team | Feb 1, 2025 | Businesses, Resources for Businesses

Make Tax-smart Withdrawals From Your Business With This Series Article from TheTaxBook Welcome back the third of our 4-part series, where we continue the discussion of how business owners can withdraw money from a business and the tax impact. Previously, we reviewed...

How to Take Money Out of a Business – Part 1

by the Storen Team | Feb 1, 2025 | Businesses, Resources for Businesses

Make Tax-smart Withdrawals From Your Business With This Series Article from TheTaxBook Welcome to the first of our 4-part series, where we discuss how business owners can withdraw money from a business with limited tax impact. In this month’s blog, we discuss some...
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Storen Financial

About:

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states.

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1120 W Oak St, Suite 200
Zionsville, Indiana 46077
General:  317.852.7000
Investment:  317.733.1000

Storen@StorenFinancial.com

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Please note our office is wheelchair accessible.

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Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Registration as an investment advisor does not imply any level of skill or training. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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