Inheritance & Estate
“What do I need to know about the tax side of inherited stocks?”
Inherited stocks often raise a few tax questions at once, especially around the date of death value, the type of account the shares came from, and what happens when the stock is later sold. In many cases, the tax picture depends on whether the shares were in a taxable brokerage account, a retirement account, or a trust, since each can be treated differently. Records such as the decedent’s statements, transfer documents, and the beneficiary’s sale history can also affect how gains or losses are reported and how basis is determined. Going through your records with a CPA usually surfaces the answer in under an hour.
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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