May Newsletter

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Join us for Shred Day - Saturday, June 1st! More details below...

Case Study: NUA – A Tax-Saving Strategy Often Missed

Storen Financial Advisor Recognizes NUA as a Tax-Saving Option

Recently, a couple came to one of our advisors for advice on moving their Employee Stock Ownership Plan (ESOP) to a non-qualified joint account. Many people with ESOPs, especially those at successful companies, have a majority of their portfolio in one stock. That was the case for this couple, who wanted to reduce risk by diversifying their portfolio. However, in order to minimize the tax owed on the ESOP, the advisor first verified whether a NUA transaction was available to them through the after-tax money inside of the ESOP. 

Prior to coming to Storen, the couple had met with four other advisors who all missed this option... Click here to continue reading this blog.

Blog by Greg Storen, MBA

President/CEO, Advisory Services Director


Celebrating the End of Tax Season!

We Had an Axe-citing Time!

After flying through the busy tax season, the whole Storen Financial team celebrated by throwing axes through the air at Flying Squirrel Axe Throwing. With almost 4,000 returns completed this year, we took a break to enjoy a terrific night of camaraderie and the challenge of hitting a bullseye! We also had a blast enjoying the delicious meal from Barbecue & Bourbon. What a great venue for a party! Click here to see more pictures and continue reading this blog.

Debbi Kuller

Chief Operating Officer



  • If quarterly estimated taxes are not paid on time, interest and penalties will accrue equal to 1/2 percent of the unpaid amount per month. (Click here for more information.)

More Important News & Resources

Our goal is to share valuable and practical information with you through our blogs, resource links, social media posts, and updates. On our blog, you’ll find all the tools, resources, and information you need. Have questions? Give us a call!

Shred is Day Coming in June!

The paper shredding truck will be at our office on June 1, 2024 to instantly shred all your personal documents on site. This event is a secure way to get rid of your documents containing personal information all at one time. Click here to read this blog.



A Multi-Directional Approach for Business Financials

This multi-directional mindset enables you to formulate a plan that you can routinely review and subsequently adjust to keep your business on track. That's why our team emphasizes both the "front windshield" and "rearview mirror" approaches, as the former incorporates strategies and systems for the future while the latter analyzes, cleans, and updates past and current data. Click here to read this blog.

Video: How to Build a Family Binder

In this video, Dani Hussung, Financial Assistant, will walk you through the step-by-step process of how to build your own personalized family binder. Click here to read this blog.

Trust as IRA Beneficiary – A Potentially Catastrophic Problem

We shout from the mountain top that every trust created prior to the SECURE Act and named as an IRA beneficiary must be reviewed, potentially rewritten, or scrapped altogether. What was a perfectly effective planning strategy a couple of years ago could be totally useless now. Here’s how and why… Click here to read this blog.

Listen: Learn How Our Investment Philosophy and Process is Unique

Greg Storen sits down to discuss how the Storen financial planning process and philosophy impact our clients’ investment portfolios. Our goal is to minimize tax in order to help them keep more of their hard-earned money. Listen to learn how we go about this… Click here to listen to this audio.


Have feedback to share with us? Send us a testimonial! We’d love to hear about your experience with Storen Financial. Click here to share.

Comprehensive Financial Services

We are here year-round offering comprehensive tax, accounting, and financial planning services that will help you pursue your financial objectives...

Meet the Team

Our team is committed to delivering professional financial services with personalized customer attention. Have you met...

Julie Urban –

Business Services Assistant

Julie joined Storen Financial in September 2023 as a member of the Business Services team. She has completed business office practice, accounting, and QuickBooks courses as well as medical terminology, automotive, and a variety of other courses. She also has over 15 years of experience in accounting and bookkeeping. After spending time in three different states over the past eight years, Julie settled down in Indiana to be near family. Click here to read more.

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

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Click here to learn more about Storen Financial.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Brass Tax Wealth Management, a registered investment advisor. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Greg Storen and Storen Tax & Financial Group Inc., a separate legal entity, are not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.

Brass Tax Wealth Management and Storen Financial are separate entities from LPL Financial. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.