Upcoming Event: Business Resources – Operations & Documentation

Join Storen Financial for a free educational session designed to equip business owners with critical knowledge around legal operations and business documentation. This small-group format allows plenty of time for personalized questions and practical advice from industry professionals.

What You’ll Learn

Legal Business Operations
Joanna S. Feltz, Board Certified Trust & Estate Lawyer at Koehler Law LLC, will walk through essential topics like:

• The documentation needed to support your business entity

• Why separating business and personal expenses matters

• The role of contracts in vendor/client relationships

• Legal expectations for operating your business

Tracking Business Documentation
Kim Storen, Senior Tax Accountant at Storen Financial, will share best practices for:

• The seven types of deductible business expenses

• Tips for audit-proofing your documentation

• What to know about receipts (what to keep and where)

• Tracking tools and reporting strategies

Whether you’re a new business owner or just want to sharpen your systems, this event will provide insight into foundational practices that protect and strengthen your business.

Reserve Your Spot

Date: Thursday, August 21, 2025
Time: 4:30 – 6:00 PM
Location: Storen Financial Conference Room
[Register Here] (insert registration link)

Questions? Can’t attend? Contact the Storen Business Services team to follow up or schedule a consultation.
Visit storenfinancial.com for more details.