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?”
An email that claims to be from the IRS and asks for immediate payment by gift cards is often treated as a scam indicator, since the IRS typically uses formal notices and standard payment channels rather than gift cards. The details that matter include the sender address, whether the message creates urgency or threats, and whether it asks for personal or financial information. If there is any doubt, the exact wording, links, and attachments can help determine whether it is a phishing attempt or a legitimate tax notice. A CPA who reads your specifics can usually tell you, in plain English, where this lands.
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.
“I am utilizing a grantor retained annuity trust to transfer wealth, how do changes in the IRS assumed interest rates affect the taxable portion of my family's gift?”
“I own substantial commercial real estate assets and want to pass them to my children, is forming a Family Limited Partnership the most tax-efficient legacy structure?”
“I expect federal estate tax exemption limits to drop drastically next year, should I aggressively gift assets to my irrevocable trust now to lock in the current high limits?”
“I am investing heavily in Qualified Opportunity Zones to defer my capital gains, what happens to my deferred tax liability if the underlying real estate project goes bankrupt?”
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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