Inheritance

“I received an aggressive email claiming to be from the IRS demanding immediate payment via gift cards, is this a known tax scam or should I be worried?”

High urgencyQuick Question · 30 min · $95

Inheriting money or property usually isn't taxed the way people fear — but the basis, timing, and account type matter a lot for what comes next.

In your 30-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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