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How Will the Corporate Transparency Act Affect Your Business?

by the Storen Team | Jan 12, 2025 | Businesses, Resources for Businesses, Taxes

What is the Corporate Transparency Act (CTA)? As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN) is now accepting U.S. Beneficial Ownership Information (BOIR) through the FinCEN’s secure website, as a result of the recently passed Corporate...

How to Finalize Your Digital Tax Return

by the Storen Team | Jan 1, 2025 | How-to, Resources, Taxes

If you’ve been notified that your digital tax return documentation is now available in your Storen Financial Client Portal, use these instructions to finalize your return and complete your final action steps. Click one of these links to quickly find the...

Prepping for Tax Season in 2025 – What You Need to Know

by the Storen Team | Dec 9, 2024 | Resources, Taxes

Tax season is around the corner. Here’s what you need to know… We’ve packed this blog with all the resources you’ll need for tax season, including critical updates on law and regulation changes, important information about data security, event...

Do I need to file Business Personal Property Tax?

by the Storen Team | Dec 2, 2024 | Businesses, Resources, Resources for Businesses, Taxes

What is Business Personal Property Tax (PPT)? In 38 states, including Indiana, the cost of a business’s tangible personal property is taxed by the county where the property is physically located. This is a different tax than the common Income Tax, and it is a...

Case Study: Inherited IRA Mistake Cost Years of Tax-Free Growth

by the Storen Team | Nov 13, 2024 | Case Studies, Financial Planning, Resources, Retirement, Taxes

Understanding How Inherited IRA Rules Impact Taxes is Essential to Wealth Management Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their tax savings. One such situation...

How Businesses Can Avoid Surprises and Costly Mistakes

by the Storen Team | Oct 29, 2024 | Businesses, QuickBooks, Resources, Resources for Businesses, Taxes

As we approach the end of the year, businesses should start planning for 2025. Can you invest in growth, hire new employees, acquire assets or purchase inventory, etc? Or should you look at downsizing, reducing or selling? How profitable was 2024 and what outcomes...
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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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