Inheritance & Estate
“I inherited a house, what are the tax implications?”
Inheriting a house can create several tax considerations, and the details often depend on how the property was titled, whether it was a primary residence or rental, and what happens after the transfer. In many cases, the property’s tax basis is adjusted at the time of inheritance, which can affect later gain or loss if it is sold. Ongoing property taxes, insurance, maintenance, and any rental income can also matter. If the estate went through probate or there are multiple heirs, those facts can further shape how the tax treatment is handled. Working through the specifics with a CPA is the cleanest way to land on the right move.
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.
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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