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...
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 | Oct 1, 2024 | Resources, Taxes
Important Things to Consider Regarding a Tax Return Extension When approaching the April 15th tax due date, you might be considering the extension of your individual tax return. An individual tax return can be extended by Filing Form 4868 with the IRS, and the new due...
by the Storen Team | Sep 12, 2024 | Case Studies, Medicare, Retirement, Social Security, Taxes
Opportunity to Lower IRMAA Fees When There is a Life Changing Event Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their savings. One such situation recently occurred for a...
by the Storen Team | Sep 3, 2024 | Resources, Taxes
Avoid Unnecessary Tax by Meeting with Your Accountant Before the End of the Year No one wants to pay more in tax than they need to. Reaching out to your accountant periodically – and not just at the very end of the year – empowers you to discuss financial situations...
by the Storen Team | Aug 5, 2024 | Events, Financial Fitness, Financial Planning, Resources, Retirement, Taxes
Learn More: Minimize Risk with Smart Withdrawal Strategies Join us for this complimentary event on September 12th, where Storen Financial’s Investment team will educate on the important decisions you must make when moving from the savings phase to the retirement...