Kohari Gonzalez Oneyear & Brown CPAs & Advisors

Inheritance & Estate

“I inherited a business, what are the tax implications?”

CommonDeep Dive · 60 min · $170

Inheriting a business can create several tax questions, and the details often depend on the business structure, the date of death valuation, and whether the business is a sole proprietorship, partnership, corporation, or LLC. The basis of the inherited interest, any step-up in value, and how income, losses, or distributions are reported can all affect the outcome. State tax treatment, payroll issues, and whether the business continues operating or is sold also often matter. Recordkeeping around ownership transfer, asset values, and prior tax filings is usually important in sorting out the tax picture. A targeted review with a CPA can turn the uncertainty into a clear next step.

In your 60-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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