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3 Reasons A Tax Projection is A Wise Financial Move

by the Storen Team | Jul 24, 2025 | Businesses, Resources, Resources for Businesses, Taxes

How a simple tax projection can help you make wise financial moves Taxes are a necessary evil. We all have to pay them, but we certainly don’t want to overpay or get a shock that we owe a large amount. If you only meet with your accountant or CPA once per year in the...

Key Impacts of the One Big Beautiful Bill Act on Businesses

by the Storen Team | Jul 22, 2025 | Businesses, Resources, Taxes

How will the One Big Beautiful Bill Act affect your business? The One Big Beautiful Bill Act of 2025 brings a host of changes that will sweep US tax law, affecting deductions, credits, and savings accounts across the board. To help you sift through all the legislation...

Key Aspects of the One Big Beautiful Bill Act

by the Storen Team | Jul 9, 2025 | Financial Planning, Resources, Retirement, Taxes

How will the One Big Beautiful Bill Act affect you? The One Big Beautiful Bill Act of 2025 brings a host of changes that will sweep US tax law, affecting deductions, credits, and savings accounts across the board. To help you sift through all the legislation and...

Event: Tax-Smart Distribution Strategies for Retirement – July 22

by the Storen Team | Jun 5, 2025 | Events, Financial Fitness, Financial Planning, Resources, Retirement, Taxes

Learn More: Aim to Minimize Risk with Smart Withdrawal Strategies Join us for this complimentary event on July 22nd, where Storen Financial’s Investment team will educate on the important decisions you must make when moving from the savings phase to the...

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...

Event: The Trifecta of IRA Tax Planning – May 22

by the Storen Team | Apr 5, 2025 | Events, Financial Planning, Resources, Retirement, Taxes

Learn more: Three Important Strategies for Tax-Qualified Dollars Join us for this complimentary event on May 22nd, where Storen Financial’s Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect...
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Storen Financial

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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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