by the Storen Team | Oct 7, 2024 | Businesses, Case Studies, Resources, Resources for Businesses
Solve Big Pain Points in Your Business with Education Oftentimes, business owners come to us with pain points that can significantly impact the trajectory of their business and their tax liability. One such situation recently occurred when a client attended one of our...
by the Storen Team | Oct 3, 2024 | Businesses, Resources, Resources for Businesses, Taxes
Questions about rental income and expenses? We’ll make it simple. Do you own an apartment building, duplex, or house that you rent out? Are you considering joining the rising trend of homeowners who rent out their second home, vacation home, or other properties they...
by the Storen Team | Aug 29, 2024 | Business 1099, Businesses, Resources, Resources for Businesses
We often get the question from business owners, “Do I need to file a 1099?” The answer, simply put, is if you are paying for a service (not a product) to an individual or business, and these payments amount to $600 or more in a calendar year, you are...
by the Storen Team | Aug 23, 2024 | Business 1099, Businesses, Resources, Resources for Businesses, Videos
VIDEO: Click here to watch on YouTube. Business Accountant, Penny Snyder, shares who needs to file a 1099. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business,...
by the Storen Team | Aug 8, 2024 | Case Studies, Financial Planning, Resources, Retirement
Misinformation About QCDs Significantly Impacted Tax Situation Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have significantly impacted their tax situation. One such example involved a...
by the Storen Team | Aug 7, 2024 | Financial Planning, Resources, Retirement, Videos
VIDEO: Click here to watch on YouTube. Financial Advisor, Ronnie Jackson, CFA®, walks you through our financial planning and consultation process. Join us as Financial Advisor, Ronnie Jackson, and other members of our investment team walk you through how our financial...
