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Tax Planning

Tax-intelligent planning is at our KORE.

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

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. 

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