Kohari Gonzalez Oneyear & Brown CPAs & Advisors

Inheritance & Estate

“What happens tax-wise when I inherit a business?”

CommonDeep Dive · 60 min · $170

Inheriting a business often raises several tax questions at once, because the answer can depend on the business entity, how the ownership interest is transferred, and whether the business is operated, sold, or held after the inheritance. The value used for tax purposes, the treatment of any built in gain or loss, and the handling of payroll, income, and prior filings can all matter. Estate administration, partnership agreements, and whether the business is a sole proprietorship, LLC, corporation, or partnership often shape the outcome in different ways. Walking the details through with a CPA is the fastest way to know what truly applies here.

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.
More in Inheritance & Estate

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.

Back to the full library