David Korte Email & Phone Number
Family Wealth Strategist @ FRANKLIN MONROE
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David Korte Location
- Grand Rapids, MI, US
David Korte Work
- Family Wealth Strategist @ (January 2025 - Present)
- Principal @ (January 2023 - January 2025)
- Partner | Owner @ Korte & Kowatch (December 2002 - December 2022)
- Manager @ (July 1996 - December 2002)
- Income Tax Administrator @ Old Kent Bank (November 1993 - July 1996)
David Korte Education
- Grand Valley State University
Master of Science - MS, Taxation (Taxation)
- Central Michigan University
Bachelor of Science - BS, Accounting (Accounting)
David Korte Skills
- Tax
- Personal Income Tax Returns
- Estate Planning
- GAAP
- CPA
- QuickBooks
- Tax Returns
- Income Tax
- Tax Advisory
- Mergers & Acquisitions
- Tax Accounting
- Corporate Tax
- Tax Law
- High Net Worth Individuals
- Tax Preparation
- Wealth Management
- Trusts
- Tax Research
- US GAAP
- Partnership Taxation
- Estate Tax Planning
- S Corporations
- International Tax
- IRS
- Financial Planners
- LLC
- Accounting
- Financial Planning
- Sales
- Mergers and Acquisitions
- Project Management
David Korte Summary
- David Korte, based in Grand Rapids, MI, US, is currently a Family Wealth Strategist at FRANKLIN MONROE. David Korte brings experience from previous roles at BDO USA, Korte & Kowatch and Old Kent Bank. David Korte holds a Master of Science - MS, Taxation in Taxation @ Grand Valley State University. With a robust skill set that includes Tax, Personal Income Tax Returns, Estate Planning, GAAP, CPA and more. David Korte has 1 emails and 1 mobile phone numbers on RocketReach.
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