Inheritance & Estate
“What should I know about taxes on inherited stocks?”
Inherited stocks often raise a few tax questions at once, especially around the account type, the date of death value, and what happens when the shares are later sold. In many cases, inherited securities receive a new tax basis tied to the value at the time of death, but the details can vary depending on how the assets were owned and whether the account came from a trust, estate, or retirement plan. Recordkeeping is important, since brokerage statements, estate documents, and sale dates often determine how gains or losses are reported. A short conversation with a CPA can sort out what applies to your specific numbers.
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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