Tax Planning
Tax-intelligent planning is at our KORE.
At Kore Financial Group, considering the tax implications of financial decisions and strategies is always top of mind. Taxes and their related implications are among the most impactful forces behind your financial plan. We utilize our decades of experience and tax-focused planning tools to give individuals and businesses a financial foundation for success. Our mission is to empower you with the knowledge and strategies you need to help you manage the impact of taxes on your financial efforts.
Our five-step planning process is designed to not only manage your finances but to do so in a way that minimizes your liabilities. We recommend and coordinate the various facets of your plan, such as investment options and insurance coverages, and help you identify deductions, credits, deferments, and incentives you may be missing out on.
Our CPA Partner
Taxes and their implications are among the most impactful forces behind your financial plan. We partner closely with Kolder Slaven & Company, LLC, a Louisiana accounting firm (and our business neighbor), so a team of tax professionals is with you at each step.
Through this partnership with trained and experienced CPAs, we help identify deductions, credits, deferments, and incentives available to maximize your financial outcomes.
Attorney Fee Structures
We are proud to offer attorney fee structures, a unique planning opportunity available to contingency-based attorneys during the settlement process.
Attorney fee structures can be a valuable tax, investment, and income planning option. If you're a contingency-based attorney, you can contact us to determine if a fee structure is right for you.
Actual tax rates may vary for different taxpayers and assets from those illustrated (for example, capital gains, and qualified dividend income). Actual performance of your investment also will vary. Lower maximum tax rates on capital gains and dividends would make the investment return for the taxable investment more favorable, thereby reducing the difference in performance between the examples shown. Consider your personal investment time horizon and income-tax brackets, both current and anticipated, when making an investment decision. This example illustrates tax deferral and does not represent the past or future performance of any product. Actual results will vary. Kore Financial Group and Avantax are not affiliated. Tax services are provided by Kolder Slaven & Company, LLC, are separate and apart from Avantax.